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1. The Entrepreneur Retirement Plan of America “ERPA” is a: 100% Turnkey professionally managed 401(k) and profit sharing plan. 2.

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Presentation on theme: "1. The Entrepreneur Retirement Plan of America “ERPA” is a: 100% Turnkey professionally managed 401(k) and profit sharing plan. 2."— Presentation transcript:

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2 The Entrepreneur Retirement Plan of America “ERPA” is a: 100% Turnkey professionally managed 401(k) and profit sharing plan. 2

3  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.

4  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.

5  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.

6  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.

7  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

8 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

9 Monthly Plan Maintenance - $210 Plan maintenance cost includes all plan management and support per the key features previously presented. 9

10  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

11 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

12  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

13  Considering the professional team overseeing the plan’s administrative and investment functions, the ERPA’s modest annual cost is well worth every dollar. 13

14  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

15 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

16 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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