Spend Time Managing your Business…Not your 401(k)

TechAmerica, in partnership with Morgan Stanley Smith Barney and Lincoln Financial, is pleased to offer the first Multiple Employer Plan 401(k) program designed exclusively for technology companies.

Whether you’re a CEO, CFO, president, or HR executive, the TechSaver can provide an innovative, feature-rich, approach for managing your company’s retirement planning.

Receive a no risk free evaluation today by contacting 408.987.4241 or filling out the form below.

Why Participate?

Your employees deserve the best, yet, once a retirement savings plan has been approved and is in place, it’s tempting to sit back and adopt an “I’m done, hands off” attitude.

TechAmerica, the largest high-tech trade association in the U.S., is bringing the vast resources of the largest wealth management firm in the world to our 1,000 members.  Through our partnership with Morgan Stanley Smith Barney, a financial analyst will review your current plan and compare it to what Morningstar calls “the platinum standard,” which is a multiple employer plan, at no cost to your company.

The TechAmerica TechSaver 401(k) Multiple Employer plan brings to you a dedicated team of experts to help manage your plan, including:

• The Plan Sponsor: TechAmerica
• The Plan Advisor: Morgan Stanley Smith Barney
• The Plan Platform: Lincoln Financial Group, Ibbotson Associates, and Stadion
• The Plan Fiduciary: ANBTrust
• The Plan Money Manager: Morningstar

TechSaver Features

Join the TechAmerica, TechSaver 401(k) Multiple Employer Plan to improve your plan while helping to reduce your responsibilities as a plan sponsor, which will allow you more time to concentrate on growing your business.

As a TechAmerica member you have access to these benefits and many more through the program, including:

• Robust investment options
  – 30 best-in-breed options recommended by Lincoln and ibbotson
  – Risk-based and target-date asset allocation funds
  – Utilize Stadion’s expertize as your employees’ money manager
• Scale driven pricing
  - Premium program at a better price than you can get on your own
  - As an apples-to-apples comparison, this is the lowest price you can get
• Qualified Default Investment Alternatives (QDIAs)
• Innovative lifetime income distribution options
• Award-winning investment education
• Extensive fiduciary support through optional offerings

For more information, download the following Lincoln Financial one-pagers.

Benefits of a Multiple Employer Plan	What is a Multiple Employer Plan?

What is a Multiple Employer Plan?

A Multiple Employer Plan (MEP) is a retirement plan for businesses that typically have a common interest but are not commonly owned, such as TechAmerica members. These businesses are referred to as “Adopting Employers” when they elect to join the MEP.

A Multiple Employer Plan Sponsor (MEP Sponsor) is the organization that holds the MEP master contract under which Adopting Employers may implement a retirement plan. Join the 9o+ MEPs that Lincoln Financial currently manages, by participating in the TechSaver 401(k) program.

Contact Us

Learn more about the benefits of TechSaver 401(k). Contact 401k@techamerica.org or 408.987.4241 or fill out the following form.

Testimonials

“A MEP is the best way to create maximum efficiency in retirement plans.”

- W. Scott Simon, Morningstar columnist

“Employers adopting a sound multiple employer plan eliminate their plan audit and Form 5500 filings, simplify plan operations and achieve a profound reduction in fiduciary risk exposure.”

- W. Michael Montgomery, AdvisorOne columnist

“It has been four years since we joined our Multiple Employer Plan and since adopting our plan we have saved approximately $177,000. Not only are we saving tens of thousands of dollars every year but our plan is running much more efficiently…”

- CFO of a national technology company

“My controller has saved time because she does not have to update the plan, worry about eligibility, approve loans or distributions, and gather census data for a 5500. My only complaint about the MEP is that I did not know about it sooner. I don’t know why every company in America would not adopt a MEP if they knew about. It truly is a game changer…”

- President & CEO of a biotech company

“The reason we made the switch was because I did not want the fiduciary liability that hung over my head as the plan sponsor. We also benefited in additional cost savings because we were paying around $4,000 a year for administration and now we pay under $1,000. I think every CFO should know about MEPs if they don’t already…”

- CFO of a marketing company