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SBAM Retirement Plan RFI

July 29, 2020

SBAM is exploring new opportunities for small business owners that have arisen due to a President Trump Executive Order and the passage of the SECURE Act by congress. 

To accomplish this review we have established a Task Force of volunteers to help review opportunities with Association Retirement Plans, Multiple Employer Plans, Pooled Employer Plans and Groups of Plans.  Over the course of the next several months, SBAM will select both the best vehicle and the best team of advisors/service providers for our members. 

The first step in this process is to identify interested parties; we are doing that through the Request for Information.  If you are interested in this effort, please complete the attached RFI and return it no later than 5:00 p.m. on Friday, August 28, 2020.  Thank you.

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