HBA 401(k) PEP Plan Introduction
HBA of F-M is proud to partner with Investment Consulting Services to bring this exciting opportunity to all HBA members. This NEW member benefit will reduce work and maximize your fiduciary protection as an employer.
We offered an informational session in October.
Click here to watch the video.
Presentation materials:
Even if you already sponsor a retirement plan, check this option out. Our PEP can help you stay focused on your business by taking on administrative and fiduciary responsibilities.
In the video, Eric Cervantes, Investment Consulting Service, LLC, outlines the Pooled Employer Plan (PEP) and its advantages as well as issues with a traditional 401(k).
We are all challenged to recruit and keep quality employees. This can be just one more tool in your toolbox!
Questions? Contact Spencer Carlson at (701) 232-5846.
About Investment Consulting Services
Investment Consulting Services, LLC, specializes in providing investment advice to institutional clients and since opening their doors in 2002, they have been providing objective investment advice as a fiduciary. Their philosophy is built on putting clients first and avoiding any and all conflicts of interest, such as indirect compensation.
Eric Cervantes is a partner at Investment Consulting Services and has an in-depth knowledge of asset allocation, investment product and manager research, and performance evaluation. He serves as an investment consultant for multiple client relationships and has experience with defined benefit, defined contribution, health & welfare, and non-qualified plans. Eric has over 14 years of industry experience and is responsible for the oversight of the ICS Oak Brook operations. Eric is a graduate of DePaul University with a B.S. in Finance. He earned the Charted Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Chicago.
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