Retirement Services

A majority of insurance agencies do not have a retirement plan, primarily due to complicated plan rules, and the increased cost of mandatory employer contributions and plan administration. To combat this problem, Congress created the Simple IRA, the Simple 401(k) and the Safe Harbor 401(k).

Big “I” MEP 401(k) Plan
The  Big “I” MEP 401(k) Plan is sponsored by Big “I” Retirement Services, LLC.   It is a multiple employer plan also known as the MEP, which is a great way to lower your overall retirement plan costs while receiving consulting, helpful educational tools and low cost investment options.   Big “I” Retirement Services, LLC has partnered with national firms to provide a unique member only plan that simplifies plan sponsors administrative responsibilities while limiting your fiduciary exposure.    By partnering with Mesirow Financial, a 3(38) fiduciary and MVP Plan Administrators, a customer service oriented record-keeper, the Big “I” MEP 401(k) Plan is designed to maximize cost savings and our unique association design.   

Big “I” IRA Program
The Big “I” IRA Program offers Traditional IRAs, Roth IRAs and IRA plans such as SIMPLE IRAs and SEP IRAs.   Administrative services are provided by The IRA Center and investments are offered from a variety of fund families including the Prudential Guaranteed Income Fund.   With great program features such as no minimum balance requirements, no front or back end sales charges and no market rate adjustments for transfers between funds, the Big “I” IRA Program is designed to offer maximum flexibility at a competitive cost.
For more information:
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contact Christine Munoz, Director, Employee Benefits at 1-800-848-4401 or