NAEC offers new retirement plan member opportunity

Our mission at the Association is to do everything we can to help members succeed by providing valuable services and programming. To that end, we're excited to announce a powerful new retirement planning solution that is now available exclusively for members of the National Association of Elevator Contractors.

We've partnered with Lincoln Financial, a nationally recognized leader in retirement planning services to develop this unique program that leverages the strengths of group participation to provide a costeffective and easy way for you to implement a turnkey 401(K) employee program. Our Multiple Employer Aggregation Program is a retirement plan solution that lets you offer your employees a competitive 401(K) benefit that can help reduce your fiduciary and administrative responsibilities in the process.


401(k) Program

Click for video on new member benefit!


  • If you don't currently have a retirement plan option for your employees but are interested in adding this important benefit, please reach out to learn more and receive a proposal / quote. An employee Retirement Plan option can be a significant driver of employee retention as well as a recruiting benefit.
  • If you do currently have a retirement plan for your company, it's worth asking for a free proposal to see if considering this Group 401(K) Plan can save you time and money, give you greater peace of mind, and provide added flexibility for your employees potentially.

Tax Alert 2023-01 SECURE 2.0 Provisions Affecting Retirement Plans and IRAs

For next steps, please feel free to contact us for more information or reach out directly to our program's financial advisory partners at Merrill Lynch.

CONTACT:

Ted M. Candella, CRPC®, C(k)P®, CPFA®
Merrill Lynch
Retirement Benefits Consultant
This email address is being protected from spambots. You need JavaScript enabled to view it.
212-338-6121

Brian J. Croutier, CPFA®
Merrill Lynch
Senior Financial Advisor
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631-361-3240


Additional Resources

Link to Video Overview of the Group 401(k) Option & Benefits

Multiple Employer Aggregation Program (MEAP) Brochure

Advantages of Joining a MEAP Program

Time to Review Your 401K Plan

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