401(k) advisor support

  • Building relationships with financial professionals is part of our daily business at BIG, Inc. We cultivate these relationships through constant communication. Our expertise in the retirement plan industry along with our focus on service will benefit both you and your clients. Our effective handling of eligibility, participation, vesting, disability, early retirement, and normal and deferred retirement provisions can greatly reduce plan costs.

    • We are a non-producing TPA, we do not sell investment products
    • We have been in business for 35+ years
    • We are a small office, which guarantees you will speak to a human when you call and not an automated operator during business hours
    • We offer resources for plan sponsors and financial professionals to educate them about qualified retirement plans
    • We will attend prospect meetings & presentations
    • We provide plan design, installation and transition support