As a member of your association’s 401(k) plan, you enjoy exclusive access to the following key features and benefits:
- 401(k) plan featuring a wide selection of investments, available at a low cost to association members and administered by a nationally recognized service provider.
- Employer-sponsored 529 college savings plan included at no extra cost.
- Financial planning software program that gives plan participants the tools they need to create a personal financial plan, supported by the experienced advisors of GranitPath.
Preview the Finance Logix Investor Dashboard available to plan participants.
- Innovative mobile app for iPhone and Android devices that gives plan participants instant and secure access to their personal financial information.
- Watch a short video about the Retire Logix mobile app for iPhone and Android.
- 401(k) service package loaded with benefits to help members attract and retain top talent.
- Competitive pricing based on the total combined assets of your association, with no billable invoice to association members.
- Customized and simple with member-selected plan design, simplified fund selection and annual plan review.
- Less administration at the member level and fiduciary responsibility outsourced to GranitPath and BPAS.
- GranitPath advisor to assist with participant education and plan outlook.