Vendor Details

The IBA Advantage 401(k), powered by EPIC Retirement Plan Services, uses a Group Investment Trust which pools the assets of participating plans. This provides scale and purchasing power resulting in reduced pricing of plan administrative services and investments. Full fiduciary protection for a plan sponsor is provided by a 3(38) Investment Manager and a Discretionary Trustee. And, unlike a MEP, each adopting plan operates individually allowing for customized plan design best suited to each employer. Ask us for a no-cost, independent analysis of your current retirement plan to see how it compares to The IBA Advantage 401(k).