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Published byClinton Atkinson Modified over 8 years ago
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The Entrepreneur Retirement Plan of America “ERPA” is a: 100% Turnkey professionally managed 401(k) and profit sharing plan. 2
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100% Turnkey Plan Investments Included (15 Mutual Funds designed into 5 portfolios based on risk profile) Investment Custodian Included Plan Co-Trustee Shared Responsibilities (Fiduciary) 3 NOTE: These features are not included by providers of similar plans.
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Plan Administrator (Fiduciary) Plan Investment Manager (Fiduciary) Electronic Recordkeeping / Administrative System Shoulder Plan Compliance Responsibility 4 NOTE: These features are not included by providers of similar plans.
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Annual Third Party Procedural Review Regulatory Amendments / Updates Included Unlimited Plan Related Consulting 5 NOTE: These features are not included by providers of similar plans.
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Quarterly Mailed Account Statements Dailey Electronic Statements For Any Period Annual Procedural Review 6 NOTE: These features are not included by providers of similar plans.
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Prepare Form 5500 “Non-Fiduciary” Perform Settlor Functions “Non- Fiduciary”(Create Plan, Design Plan, etc…) Perform Ministerial Functions “Non- Fiduciary”(Prepare Statements, etc…) Perform Discrimination Testing “Non- Fiduciary” 7
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One Time Plan Implementation Basic - $2,000 The basic option does not include the ability for the plan to hold employer securities Advanced - $4,500 The advanced option includes the ability for the plan to hold employer securities 8
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Monthly Plan Maintenance - $210 Plan maintenance cost includes all plan management and support per the key features previously presented. 9
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Other plan providers CLAIM monthly costs to be anywhere from $100 to $175 depending on provider NONE of these other plans include our Fiduciary Services or an Investment Platform With another provider's plan, expect an additional cost of around $2,000 per year for the investment platform 10
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When considering just the monthly plan costs, which must include an investment platform to receive continuation deferrals,: EPRA is $2,500 per year Others are from $3,000 to 3,800 per year Remember, the other plans DO NOT include most of the ERPA features including Fiduciary Services. 11
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The cost to adopt and maintain the ERPA is unmatched by any other plan capable of providing similar benefits. ERPA is the most advanced plan platform available to small businesses with a total cost unmatched by any other plan capable of providing similar benefits. 12
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Considering the professional team overseeing the plan’s administrative and investment functions, the ERPA’s modest annual cost is well worth every dollar. 13
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ERPA is professionally managed ERPA includes Fiduciary Services ERPA includes an Investment Platform ERPA includes true Plan Administration ERPA significantly reduces entrepreneur fiduciary exposure Greater regulatory compliance when compared to other plans 14
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Minimize your compliance exposure, your expenses, and your hassles, with the Entrepreneur Retirement Plan of America the finest retirement savings program of its kind. 15
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We Are The Source For The ----- Entrepreneur Retirement Benefits, LLC 813 8 th Street, Suite # 550 Wichita Falls, TX 76301-3318 Phone: (940) 322-5086 Website: www.walkeradvisory.com 16
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