Retirement Choices
Proactive engagement is initiated by the Laureate Wealth Management team. As the 3(38) fiduciary investment manager and advisor, Laureate Wealth Management provides guidance to business owners and company executives as to program options and plan design. Laureate Wealth also delivers education to participants regarding plan options, investment choices, enrollment procedures, and retirement planning.
The Discretionary Trustee: Pentegra Retirement Services is the MEP ERISA 3(16) Fiduciary and named Plan Administrator. Pentegra puts their name on both the Plan Document and the Form 5500. Administration, compliance, and reduced risk are benefits with a 3(16)
Recordkeeper and Participant service provider is through Empower. The second largest retirement service provider in the US. Empower offers both mobile app and desktop access to the participant’s account.
MONTANA RETIREMENT CHOICES
The Montana Chamber of Commerce has created a retirement program that opens the door to affordable, institutional-caliber retirement plans for your company and employees. Partnering with Pentegra and Laureate Wealth Management, Montana Retirement Choices streamlines services and fees to create a low-risk, affordable program.
This is a terrific option for businesses who think they can’t offer a retirement plan or for businesses who have a plan in place, but want to off-load risk. Montana Retirement Choices offers solutions for all businesses, including start-ups, small businesses, and large companies.
Benefits
- One-on-one meetings with plan administrators to customize your plan to you
- Reduced administrative burden
- Flexible plan designs
- Frequent participant communication and education
- Economy-of-scale on pricing
For more information:
P: 406.256.7132
E: [email protected]
