New HBA Retirement Plan: Education Seminar

The HBA is committed to providing our members the right solutions for your businesses—solutions that bring you economy of scale, and help you show your employees that you value what matters to them.
 
That’s why we’re thrilled to announce our partnership with Lincoln Financial Group to deliver a new, refreshed HBA 401(k) program.
 
Here’s what you’ll experience with the new HBA 401(k) program:

• Access to potential pricing and service efficiencies—economies of scale
• Less administrative work, as you hand off many of the responsibilities that come with running a 401(k), including filing Form 5500 and employee loans
• Relief from many fiduciary obligations, while maintaining your current plan design—or changing to a plan design that works for you

• Already have a retirement plan? Now’s a perfect opportunity to Schedule time with Matt Williams of Impact Advisors Group, LLC who will review and benchmark your plan and assess whether it’s meeting your goals—or if transitioning to the HBA 401(k) program could better meet your needs.
• Considering a retirement plan? A 401(k) can be a powerful tool for keeping the quality people you have on board and bringing new talent into the fold. Joining the HBA 401(k) program could be the most cost-efficient solution.
• The HBA will be hosting an in person workshop at the HBA office in Fort Washington on Tuesday, August 17th at 8:00 am to discuss the program. Breakfast will be served.