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Your self-employed Clients know how to successfully run their business, but planning for their retirement may be a different matter. Designed specifically to benefit small businesses, the RetirEez Individual 401(k) gives your Clients the benefits of a traditional retirement plan at an affordable price.
 
With RetirEez, self-employed business owners can take advantage of a tax-favored Individual 401(k) retirement Plan. As with a company-sponsored Plan, business owners can contribute to the Plan on a pre-tax basis, benefiting from reduced taxes, and enjoying a retirement account that will grow tax-deferred until withdrawal.
 
RetirEez will grow right along with their business. Whether an owner-only Plan today or an employee Plan tomorrow, RetirEez has a comprehensive retirement Plan for your small business clients.
 
As a RetirEez Provider You Will:
  • Increase your product sales and commissions by offering a product-neutral approach to individual retirement planning.
  • Heighten your Client allegiance, create potential income from Plan consulting and administration, and increase potential income from investments.
  • Gain a unique, diverse portfolio of services for your Clients. This may include self-directed investments, flexible plan documents, employee communication support, ongoing plan document compliance, and integration with Social Security, and more.
  • Receive prototype Plan documents for the Individual 401(k). Enjoy unrestricted investment selection, optional low cost plan administration and opportunity for additional revenue.  
All RetirEez Providers Receive
  • Participate in the RetirEez lead network.
  • Receive a Provider Manual for reference.
  • Receive newsletters and technical bulletins with updates or changes in tax law
  • Receive marketing materials, including corporate brochures, point of sale brochures, sell sheets, and necessary administrative kits.
  • Can count on toll-free technical support.
RetirEez Providers Are Expected To
  • Sign the Provider Agreement and return it with the appropriate fee. (Mail the Agreement to TASC, 2302 International Lane, Madison, WI 53704-3140 or fax it to 608-241-4584.) You will receive your Provider I.D. number and marketing materials in a matter of days.
  • Assist Client with completing the Plan Application. Accurate and complete Plan Applications are essential to properly install a RetirEez Individual 401(k) Retirement Plan.
  • Calculate the fee. Using the RetirEez Fee Schedule, determine the fee for your Client.
  • Mail Adoption Agreement and fee to RetirEez. Send the completed adoption agreement and a service agreement, along with the appropriate fee, to RetirEez. RetirEez reviews the adoption agreement for accuracy and completeness. The necessary administration kits will then be sent to the designated contact person.
Take the first step and contract now! For questions, or to sign up to bring this valuable service to your business clients, contact your local Regional Sales Director, call Provider Services at 1-800-422-4661, or e-mail us at sales@tasconline.com .