AVMA Trust Association Retirement Plan

Ready to take managing your company retirement plan off your ever-expanding to-do list?

Members now have access to a retirement plan designed to address your unique needs, while offering cost efficiencies, simplified administration, and reduced fiduciary burden. The benefit is offered through Transamerica, in partnership with TAG Resources and Envestnet Retirement Solutions.

We invite you to join the AVMA Trust Association Retirement Plan, where you can take advantage of:

Service provider oversight
Investment oversight
Delegated fiduciary services
No annual audit
No individual Form 5500 reporting
Minimal plan maintenance
Flexible plan features, including safe harbor, Roth, and profit-sharing
Customizable plan design involving eligibility, matches, vesting schedules, and more
Potential cost savings

Ready to learn more?

Email: AVMATrustRetirementPlan@transamerica.com
Phone: (888) 310-7605

How It Works

The AVMA Trust Association Retirement Plan leverages the combined assets of all participating adopters and uses the resulting scale to offer you a 401(k) plan with competitive investments, outstanding service, and greatly reduced plan maintenance.

We Make It Easy

By participating in the AVMA Trust Association Retirement Plan, virtually all of your administrative tasks can be offloaded to Transamerica, TAG Resources, and Envestnet Retirement Solutions.

Tasks that can be shifted may include:

Employee eligibility tracking
Distribution processing
Plan compliance
Annual reporting
Investment selection and monitoring
Participant enrollment and education

The result is time for you to focus on running your business.

Ready to learn more? Contact us today to receive more information about the program or to schedule a personal consultation at AVMATrustRetirementPlan@transamerica.com or (888) 310-7605.

Advisory services are offered through Envestnet Retirement Solutions, a Registered Investment Adviser.

Before adopting any plan, you should carefully consider all of the benefits, risks, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace savings plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.

While a Multiple Employer Plan (MEP) arrangement offers adopting employers the ability to delegate fiduciary functions to the MEP provider, employers should be aware that they still retain the fiduciary responsibility for selecting and monitoring the MEP provider. Because a MEP is treated as a single plan, a violation of the qualification rules by an adopting employer could affect the qualified status of the plan as a whole. In order to be treated as a single plan under the qualification rules, the adopting employers of a MEP must share a commonality—a connection among the adopting employers such as a trade or professional organization. TAG Resources and Transamerica are affiliated entities, but TAG and Transamerica are not affiliated with Envestnet Retirement Solutions or the AVMA. Investment management services (including investment selection and monitoring) are performed by Envestnet Retirement Solutions. Logos and trademarks are the intellectual property of their respective owners.