EBMDA 401(K) Plan

The EBMDA Retirement Plan takes care of everything so that you can focus on serving customers and running your business

EBMDA

The EBMDA 401k plan aggregates group purchasing power to command a level of expertise, quality and cost savings you normally could not get on your own

Offering a retirement plan can be a complex, time consuming & risky proposition

Outsource it all to us:

Enhanced fiduciary protection

Regulatory compliance

Investment analysis and monitoring

Financial Wellness and

Employee Education

What is a Pooled Employer 401(k) Plan (PEP)?

EBMDA members have used their buying power as a group in the association’s 401(k) plan.

Want more information?

Chris Hueth, Financial Advisor
Workplace Retirement Group of Raymond James
732.996.1403
chris.hueth@raymondjames.com

Employee Financial Wellness Resources Offered By Raymond James:

Wellness Webinar Series
Image of Raymond James 401(K) savings calculator page
401(k) Savings Calculator
Case Study

Employee Experience & Enhanced Mobile Technology Capabilities

Mobile App Flyer
Mobile App Flyer
Beatty Lumber and Millwork Company
Professionally printed paper enrollment kits available at no cost

Employer Resource Center

Custom Document Center
Custom DOCUMENT CENTER for every adopting employer. No log-in required.
Transamerica account access: online and call center
Transamerica account access: online and call center

Cyber Security Resources

100% Fraud Indemnification
100% Fraud Indemnification
Protecting a Lifetime of Savings | EverSafe
Protecting a Lifetime of Savings | EverSafe
Access To Everplans
Access To Everplans
EBMDA

Want more information?

Chris Hueth, Financial Advisor
Workplace Retirement Group of Raymond James
732.996.1403
chris.hueth@raymondjames.com