The Small Business Association of Michigan (SBAM) has teamed up with the best in the industry to bring our PEP to Michigan employers including:

• Transamerica as our Recordkeeper
• TAG Resources as our Pooled Plan Provider and TPA
• Graystone Consulting – Farmington Hills, a business of Morgan Stanley as our 3(38) investment advisor
• Your Registered Investment Advisor

SBAM’s PEP offers our members:

1. Administrative Relief – As the PPP and 3(16) plan administrator, the SBAM PEP oversees the majority of day-to-day tasks.
2. Reduced Liability – Fiduciary support and responsibility is assumed by the PEP team of administrators.
3. Customized Plan Features – Ability for adopting employers to retain many of their customized plan features.
4. Investment Support – Help with investment selections and oversight from our PEP team.
5. Marketing – Ready-made plan support and communication tools.
6. Time Savings – By offloading most fiduciary liabilities, you save valuable time.
7. Cost savings – Since this is a group purchased plan, we have negotiated savings for startup and existing plans.

For more information on this new opportunity, join us for our webinar!

SBAM Pooled Employer Plan

Virtual Lunch & Learn for Employers

Wednesday, October 20th

11:30 am – 12:30 pm