401k/Retirement Program

A plan today, helps your employees stay.


A 401k plan is a key benefit for employees and can add to their overall job satisfaction. Our goal is to provide every employer—from a small start-up to larger established organizations—access to a solid retirement plan that takes care of their team and helps them plan their own future.


Our focus is on giving member organizations a retirement plan option that allows for flexible plan design and professional investment structures. These plans deliver employee communications and education, benchmarking, fiduciary outsourcing, and pricing advantages. At the same time putting small employers on more equal footing with larger employers.


Associated Industries has partnered with Pentegra Retirement Services and UBS Laureate Wealth Management to bring our members 401k options that will work for you. They begin with a consultation that includes an analysis of your current plan, if you currently provide a retirement plan to your employees. This establishes the needs of the group and a plan is designed to meet the criteria the employer sees best suits their team.


As the discretionary trustee, Pentegra is the responsible fiduciary for the plan activity and signs the Form 5500 relieving you and your organization of that administrative and fiduciary liability. Pentegra has been providing retirement solutions since 1943 and is a regulated financial institution per ERISA guideliens.


Connect with a representative from UBS, 509.622.0605 or laureate@ubs.com, to learn more.

 

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