Quick HBA 401(k) PEP Plan Introduction

Description

You are invited to our 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.

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.

Jason Tucker, Investment Consulting Service, LLC, will outline the Pooled Employer Plan (PEP) and its advantages as well as issues with a traditional 401(k). This will be a quick meeting and Jason is open for Q & A.

We are all challenged to recruit and keep quality employees. This can be just one more tool in your toolbox!

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.

Jason Tucker joined ICS in January 2023 as an investment consultant. His responsibilities include new business development and institutional plan consulting.  Jason has over 20 years of experience in the Financial Service industry working at firms such as American Century Investments, Empower Retirement & Meritage Portfolio Management.  He has experience with defined contribution plans, investment manager research and performance evaluation.

Jason is a graduate of Kansas State University and holds the Certified Investment Management Analyst (CIMA) designation.