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The Alabama AGC 401(k) Multiple Employer Plan

By joining the Alabama AGC 401(k) Multiple Employer Plan you are able to provide a powerful retirement plan, help save money, and spend less time administering it.

Member Benefits

• No annual audit
• Cost savings on the investments
• No individual Form 5500 reporting
• Minimal plan maintenance
• Flexible plan features, including safe harbor, Roth and profit sharing
• Customizable 401(k) plan design options, involving eligibility, matches, vesting schedules and more
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Pricing Overview
Benefits of Converting SEP IRA or Simple IRA to 401(k)

 

 

How?

The Alabama AGC 401(k) Multiple Employer Plan, from a government standpoint, is treated like one large plan. The end result for you is a 401(k) plan with competitive investments, outstanding service, and someone else doing the majority of the plan maintenance legwork.

Strength in Numbers

With many members in our association, we bring a large, powerful group to one unified plan. When you utilize the Alabama AGC 401(k) Multiple Employer Plan, you have all the advantages and flexibility of a stand-alone plan sponsor, but avoid the expenses and administrative burden associated with sponsoring a single employer plan.

Let us handle the paperwork for you

By participating in the Alabama AGC 401(k) Multiple Employer Plan, virtually all administrative tasks can be offloaded from you to Transamerica and Alabama AGC, including:

• Administrative responsibilities
• Employee eligibility tracking
• Distribution processing
• Plan compliance
• Nondiscrimination testing
• Annual reporting
• Participant enrollment/education

Evaluation Process is as easy as…

1.

Contact Paxton Heath

Vice President

Wealth Management Associate

The Heath – Grooms Group

Morgan Stanley Wealth Management

Direct (205)460-4737

Cell (205)243-9020

paxton.heath@morganstanley.com

 

2.

Provide the requested information for your evaluation

3.

Schedule a no-cost plan design evaluation meeting

GET IN TOUCH:

Visit Transamerica.com
Call 877-398-7526