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Big “I” Retirement Services

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Having trouble deciding which retirement plan is right for you or your agency? Big "I" Retirement Services is here to help you choose which plan best meets your circumstances. We've worked with more than 1,000 agencies to help them achieve their retirement goals.

With over 25 years in the retirement business, the Big "I" serves as a strong advocate for participating agencies. Whether it concerns a complicated transition from another provider, or perhaps a sale of the agency, we know your business, understand your market, and can grasp your needs.

​​​Big “I" MEP 401(k) Plan

The Big “I" MEP 401(k) Plan is sponsored by Big “I" Retirement Services, LLC.   It is a multiple employer plan also known as the MEP, which is a great way to lower your overall retirement plan costs while receiving consulting, helpful educational tools and low cost investment options.   Big “I" Retirement Services, LLC has partnered with national firms to provide a unique member only plan that simplifies plan sponsors administrative responsibilities while limiting your fiduciary exposure. ​​

​​Big “I" IRA Program

The Big “I" IRA Program offers Traditional IRAs, Roth IRAs and IRA plans such as SIMPLE IRAs and SEP IRAs. Administrative services are provided by The IRA Center and investments are offered from a variety of fund families including the Prudential Guaranteed Income Fund. With great program features such as no minimum balance requirements, no front or back end sales charges and no market rate adjustments for transfers between funds, the Big “I" IRA Program is designed to offer maximum flexibility at a competitive cost. 

​A Plan for Every ​​Need

Whether your goal is to maximize owners' contributions, lower your agency's tax burden, or retain key employees, our retirement professionals can tailor and customize a plan to fit your needs. Call Christine Munoz at 800-848-4401 or email her  today to see how we can help you save. 

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Big “I” Retirement Services Having trouble deciding which retirement plan is right for you or your agency? Big "I" Retirement Services is here to help you choose which plan best meets your circumstances. We’ve worked with more than 1,000 agencies to help them achieve their retirement goals.
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