The Retirement Plan Exchange (the Exchange) is a solution for small- to mid-sized businesses that allows you to offer a retirement plan to your employees that the Bixby Metro Chamber of Commerce offers as an additional benefit to our members. We designed the Exchange to reduce your administrative burden, transfer certain risks, and reduce the overall plan cost.
The Exchange brings together a team of professionals on your behalf so you can focus on
What's the cost?
CHAMBER FEES
- Marketing & administration fee: $475
PLAN SERVICE FEES (paid by Employer)
- One-time installation fee: $750
- Annual administration fee: $1,000
- Competitive asset-based fee: Refer to Exchange pricing summary
PARTICIPANT SERVICE FEES (deducted from participant assets)
- Annual participant fee: $22
Who do I contact?
Nick C. Hoffmann, CPFA
President, Hoffman Wealth Management Registered Principal, LPL Financial
8 East Dawes Avenue, Bixby, OK 74008
918.369.8007 | 918.369.3075 fax
This email address is being protected from spambots. You need JavaScript enabled to view it.