Date and Time
Tuesday May 20, 2025
12:00 PM - 2:00 PM HST
Fees/Admission
NO FEE
Contact Information
events@biahawaii.org
Send Email
Description
Maximize Your Membership: Discover BIA Hawaii’s New 401(k) Program
Presented in partnership with Morgan Stanley and Transamerica
BIA Hawaii is proud to introduce a powerful new member benefit: access to a pooled 401(k) retirement plan tailored for businesses of all sizes. Join us for an in-person session this May to explore how this exclusive offering can reduce costs, streamline operations, and support your employees’ financial futures.
Why Attend?
This session will cover how the BIA Hawaii 401(k) Program provides:
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Pooled Pricing – Enjoy lower plan costs and asset breakpoints to help keep participant fees low
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Simplified Administration – Reduce administrative duties by up to 95%, including 5500 filing handled as Plan Fiduciary
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Dedicated Support – Receive guidance from a dedicated Account Manager assigned to your plan
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Financial Expertise – Gain access to local financial advisors for retirement planning, business succession, and more
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Fiduciary Protection – Built-in 3(16) administrative and 3(38) investment fiduciary services
This event is ideal for business owners, HR professionals, and decision-makers interested in strengthening their employee benefits and optimizing back-end plan management.
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