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BIG, Inc. believes that an Investment Professional is vital to the success of a 401(k) Plan. Our partnership model makes us more than just a provider, but rather an effective partner who has the expertise, quality and responsiveness to enhance your value. An objective partner and trusted advisor providing convenience and peace of mind while understanding your goals and delivering practical, customized solutions.
For more than 40 years, BIG, Inc. has remained a fee for service organization. We believe in the integrity and success of our Advisor driven model, which has made us one of the top consulting firms. Any income paid to BIG, Inc. by our clients or partners is for professional services only. We have never acted as broker of record for any client nor do we accepted commissions.
We currently work with more than 25 elite 401(k) Advisors and more than 250 investment advisors, accountants, benefit consultants and attorneys to serve the retirement plan needs of their clients.
Sales Proposals and Presentations:
BIG, Inc. can obtain proposals from our various vendors and assist you with product, service and investment platform differences. One of our consultants will provide onsite assistance with sales presentations.
Plan Installation Services:
BIG, Inc. provides comprehensive support with the setup and installation stages of new and takeover plans assigning a conversion coordinator to each new case. The BIG, Inc. conversion coordinator provides on-site assistance with the required paperwork, collection of information, plan implementation, procedures, and contribution submissions.
Enrollment Presentations and Support:
On-site assistance with enrollment meetings is available when needed.
Client Seminars:
BIG, Inc. offers assistance with client seminars that address pertinent retirement plan issues of concern to employers, including fiduciary responsibility, understanding plan costs, creative plan design concepts and the impact of the Pension Protection Act.
BIG, Inc. Preferred Provider Programs:
Many investment providers claim to be premier retirement plan service providers. Several offer a "bundled" approach, while others combine their core strengths with specialists who complement those strengths-commonly referred to as an "unbundled" approach.
Subscribing to the "unbundled" approach, BIG, Inc. links directly with investment providers committed to superior record keeping service and value.
These providers demonstrate their commitment by meeting the following standards:
Quality investment platform
Effective interface with our administrative system
Industry-leading communication and education tools
Ongoing investment in technology
Fiduciary tools and support
State-of-the-art reporting
Established, dependable advisor support
Reasonable cost and clarity of disclosure
Benefit Investment Group Inc. - Professional 401(k) Managers -
Consultants - Administrators
