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Retirement

Turning Your Retirement Questions Into Answers

Having trouble deciding which retirement plan is right for you or your agency? Big "I" Retirement Services is here to help you choose which plan best meets your circumstances. We’ve worked with more than 1,000 agencies to help them achieve their retirement goals.

IIABA Support

With over 25 years in the retirement business, the Big "I" serves as a strong advocate for participating agencies. Whether it concerns a complicated transition from another provider, or perhaps a sale of the agency, we know your business, understand your market, and can grasp your needs.

Roll Over Your Plan and Save

Our advisers are available to all IIABA members to provide consultation on existing and new plans alike at no cost or obligation. At Big "I" Retirement Services, we consider you a member first, and a client second. Whether we’re building a new plan for your agency from the ground up or simply rolling over your existing plan in order to save you money with our low administrative fees, we strive to make your experience with us pleasant, professional, and hassle-free.

A Plan for Every Need

Whether your goal is to maximize owners’ contributions, lower your agency’s tax burden, or retain key employees, our retirement professionals can tailor and customize a plan to fit your needs.

Plan Options

Be Independent When you Retire. 
We’re the only retirement consultants who cater exclusively to independent agents and brokers.   You can get your new plan or your existing plan rollover started today with a free, no-pressure consultation.  Call Christine Munoz at 800-848-4401 or Christine.munoz@iiaba.net​ today to see how we can help you save.

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. 

Contact

Call Christine Munoz at 800-848-4401 or Christine.munoz@iiaba.net​ today to see how we can help you save.