The new HBRA member retirement plan is a real game changer for small businesses. A pooled group plan with over 2000 other businesses and 2 ½ billion of assets under management so members can access the retirement benefits of a large company. At the same time, 90% of your administrative and investment oversight responsibilities are outsourced to a third party, which means it is simple to operate and has much lower liability than the typical 401(k).
As a business owner, the most important thing you can do is save for your retirement. The HBRA Retirement Program allows you to save for your future, provide a valuable tool for your employees and their families all while saving the overhead costs and liability of managing your own retirement plan.
Get started today. Click the image below to learn more, or contact John DiMatteo at 203-924-5408 or email him at jdimatteo@dimatteofinancial.com.
What Members Are Saying About the HBRA Retirement Program:
“For more than 15 years, I have been hesitant to implement another company 401k plan because of the complexity and cost of setting one up, as well as the difficult compliance requirements and reporting. John made the process seamless and with TAG being the fiduciary the stress of compliance has been alleviated.” – Liz Verna, Verna Builders – Wallingford
“The transfer of our 401K Plan to Tag/Transamerica couldn’t have come at a better time for us and I am very happy with the results The DiMatteo Group has helped achieve for my company. During today’s challenging times , not only did the new plan substantially reduce our expenses, but it shifted considerable fiduciary responsibility concerns and paperwork to TAG Resources, allowing me to focus on running my business. The people at Tag Resources handled the entire transition from beginning to end and walked me through it without any issue. This has been a win all around for us and I strongly recommend that others give this program a look.”– Garret Cook, Owner, Cyclone Home Systems, Berlin
“We switched our Nelson Construction 401k retirement plan over to the TAG pooled plan program with John Dimatteo a few months ago. The transition process was organized and methodical, keeping us fully informed along the way. TAG, along with John D. guided our turnover to keep it stress free. We now are fully converted and all employees have similar investment options, and easy online access and control of their accounts. Now, our company as the plan sponsor, has less fiduciary responsibility, less liability, less maintenance cost, and our employees are saving an additional half percent on their account assets every year through reduced fees. Converting to this new structure of pooled retirement plans has definitely been worth the transition.” – Chris Nelson, President, Nelson Construction Inc.