Retirement Plan Exchange

The Retirement Plan Exchange
The Retirement Plan Exchange® is a solution for small businesses that allows you to offer a retirement plan to your employees, while reducing your administrative burden, transferring certain risks, and potentially reducing cost. Sponsoring and maintaining a retirement plan, particularly for small businesses, can be challenging. The Retirement Plan Exchange® (the Exchange) brings together a team of professionals on your behalf so you can focus on running your business, not your retirement plan. When you offer a plan through the Exchange, you become a participating employer.

Benefits to Small Business
By participating in the Exchange, you will experience:

  • Reduced administrative burdens for your plan.
  • Potential cost savings through economies of scale.
  • Outsourced fiduciary liability to the greatest degree allowed by law and help mitigate fiduciary risk.
  • A robust investment lineup.
  • Award-winning1 participant educational tools and resources to help your employees attain the retirement readiness they deserve.
  • A team of experts to support the compliance and management of your plan.


Small Business Cost Savings
When comparing the potential costs of sponsoring a retirement plan on your own in the open market, participating employers may realize lower investment costs through aggregated assets, and reduced costs for document preparation, compliance testing, Form 5500 filing, and quarterly participant statements. In addition, the Exchange has negotiated a significant cost savings for companies that are subject to an annual audit. These companies will receive a comprehensive, individual audit with limited company involvement and time commitment.

Sign Up Today
If you would like more information about becoming a participating employer in the Retirement Plan Exchange, please call Simpkins & Associates at either 972-960-9630 x536 Monday through Thursday from 8 a.m. to 5:30 p.m. and Friday from 8 a.m. to 2 p.m. or 830-980-3334 x13 Monday through Thursday from 9 a.m. to 5 p.m. and Friday from 9 a.m. to 2 p.m., and request a copy of the brochure, “The Power of the Simpkins Retirement Plan Exchange®: The Simpkins & Associates’ Retirement Solutions for Small Businesses.