ISDS is committed to providing members the right solutions for your businesses — solutions that bring you economy of scale, show clear value for money spent, save time, help reduce risk, and help you show your employees that you value what matters to them.
That’s why we’re thrilled to announce our partnership with Lincoln Financial Group & Merrill Lynch to deliver a new, ISDS 401(k) program.
Here’s what you’ll experience with the new 401(k) program:
- Access to potential pricing and service efficiencies — economies of scale
- Less administrative work, as you hand off many of the responsibilities that come with running a 401(k), including filing Form 5500 and employee loans
- Relief from many fiduciary obligations, while maintaining your current plan design — or changing to a plan design that works for you
Why Lincoln and Merrill?
Because partnering with Lincoln and Merrill delivers benefits that go beyond the retirement plan itself.
- Personalized service — Members who join the plan receive ongoing, dedicated attention
- Demonstrated value — Surveyed Lincoln plan sponsors rated their overall satisfaction at 90% in 2021, * and their award-winning websites help make your experience even easier.
Considering a retirement plan? A 401(k) program can be a powerful tool for keeping the quality people you have on board and bringing new talent into the fold. Joining the ISDS 401(k) program could be the most cost-efficient solution.
*Jared Canterbury and Damon Hofstrand will be holding a Webex on December 8th & 13th at 1p.m. Central to introduce this plan to those ISDS members interested.*
If you are interested in attending either Webex, please contact Jared Canterbury at jared.canterbury@ml.com to register.
Check out this video to learn more about the value of group 401(k) programs.
Merrill Lynch Services for business owners:
We have the resources and expertise to help you build, grow, and protect your business.
Cash management services: Manage your daily, short-term, and long-term business cash flow needs.
Retirement planning: Set up retirement plans for yourself, your family, and your employees.
Investment strategies: A comprehensive plan can help you build a balanced portfolio and use hedging strategies where appropriate.
Lending solutions: Customized loans through Bank of America can help you grow your business, finance new or existing property, or address emergency funding needs.
Trusts and estates: Develop solutions based on your wishes for your business and heirs, including wealth transfer strategies.
Succession planning: Whether you’re building your business through acquisition, selling a division, or exiting by selling to a third party, we can provide succession planning strategies through our merger-and acquisition referrals.