401(k) Syndicate

The St. Charles Regional Chamber is proud to offer a 401(k) program to our Business Members who are located in the St. Louis / St. Charles County region via our 401(k) Syndicate.

 

Say hello to the Chamber 401(k) Syndicate.

When it comes to providing employees with a retirement plan, small businesses are at a disadvantage compared to their larger counterparts. Because of their smaller size, pricing tends to be disproportionately higher while service levels are often inferior.  This can result in operational issues, lower flexibility, fewer investment choices, & higher costs.  It can also lead to your employees being stressed about their financial well-being.

What if you could have a 401(k) group, a syndication, that allows all business sizes in with pricing and options that larger organizations command?  A 401(k) Syndicate is a group of employers (mostly small businesses) that create a 401(k) plan on a Fintech solution.

 

 

There’s Strength in Numbers

Our 401(k) Syndicate option allows small businesses to join for a flexible, high quality 401(k) at competitive pricing.  As the Syndicate grows, costs decrease for all Chamber Members that join.

 

More on our Chamber 401(k) Syndicate.

As a Chamber Member, whether you have a current 401(k) or not, this is an option for you.

Benefits of the Chamber 401(k) Syndicate:

  • 3(16) Administrative & 3(38) Investment Fiduciary Outsourcing
  • Ease of Set Up and Ongoing Administration
  • Plan Design Flexibility
  • Reduced Pricing for SCRC Members
  • Employee Education & Engagement Programs

 

 

To learn more or setup a 401(k) plan for your business, contact:

Ryan Roe, ChFC®, CRPS®, CPFA®

Ph: 314.594.2486

Email:  ryan.roe@marshmma.com

 

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations. MarshMMA.com

 

MMA Securities LLC and the St. Charles Regional Chamber are not affiliated entities. MMA Securities LLC limits use of the website to providing detail related to the 401(k) syndicate and provides no endorsement to additional information provided on this site.