The IBTX Retirement Exchange Solution

 

Powered by our partners at TAG & Transamerica we can offer a retirement exchange that is structurally sound, successful, and financially responsible! With our teams taking on the majority of plan administration and compliance, you’re free to focus on improving your business knowing we have your back.

 

The Retirement Solution is built with 5 specific issues in mind:

1. Easier to administer 401(k) Plans
2. Compliant 401(k) Plans
3. Substantial and Well Known Providers
4. Protection from Fiduciary Liability
5. Reasonable Costs

 

Think this may be the solution for you? Check out our library of resources dedicated to this new solution:

• IBTX Retirement Solution Introduction – A deeper dive into our new offering and what makes it tick!
• IBTX Retirement Solution Five Pillars – A deeper dive into the 5 core issues our retirement solution looks to solve for employers.
• IBTX Retirement Solution Providers – A closer look at the providers and the support teams that will be behind you as a part of this plan.

 

 

Questions? Think this may be the solution for you? Reach out to our IBTX Wealth Management team to learn more or get started today!