Our mission at the Urbandale Chamber of Commerce is to do everything we can to help our members succeed by providing valuable services and programming. To that end, we’re excited to announce a powerful new retirement planning solution that is now available exclusively for our members.
We’ve partnered with Wealth Advisors of Iowa, Advisor Brian Thompson, CPFA, and Lincoln Financial, a nationally recognized leader in retirement planning services, to develop this unique program that leverages the strengths of group participation while giving businesses their own customizable retirement plan!
This program is designed to provide a cost-effective and easy way for you to have a 401(k) program while offloading some of the normal administrative & fiduciary responsibilities, and being able to take advantage of individual and business tax deductions while saving for retirement in a tax-advantaged way!
Our Multiple Employer Aggregation Program (MEAP) is a retirement plan solution that lets you offer a competitive 401(k) benefit that can help reduce your fiduciary and administrative responsibilities in the process. Reach out for our help if you, or if you know of any other business that may be interested in or benefit from changing their plan over to a structure like this, or maybe having their own retirement plan if they don’t already have one.
If you currently have a retirement plan for your company, it’s likely worth your time to discuss and ask for a free proposal with a comparison to your current plan. Take a look and see if considering this Group 401(k) Plan can save you time and money, give you greater peace of mind, and help you optimize your retirement contributions and tax deductions.
If you don’t currently have a retirement plan option for your employees but are interested in adding this important benefit, please reach out to learn more and receive a proposal. An employee Retirement Plan option can be a significant driver of employee retention as well as a recruiting benefit and tool for reducing taxable income each year individually and also increasing business tax deductions if you’re an owner.
For next steps, reach out directly to our program’s financial advisory partner:
Brian M. Thompson, CPFA | Retirement Plan Advisor & Wealth Manager
Wealth Advisors of Iowa, LLC
1601 West Lakes Parkway, Suite 200, West Des Moines, IA 50266
Office: (515) 200-7812 Direct: (515) 414-7373
Advisory services offered through Wealth Advisors of Iowa, LLC, a Registered Investment Adviser firm.