REtirement.

Customized retirment plans for independent agencies.

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Be Independent When you Retire. 

Let the Big ‘I’ Turn Your Retirement Questions Into Answers.

Having trouble deciding which retirement plan is right for you or your agency? Big “I” Retirement Services can 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.

Aside from the fact that independent agents like you are the only clients we serve, here are some other advantages that make us different.

Participants have their choice of several investment options that cover the risk-reward spectrum. Investments are closely monitored and are offered at institutional pricing and rates. Check out our current fixed rate plan, which is a popular investment option.

All aspects of the plan are bundled, including form filings, quarterly statements, document maintenance, enrollments and transition support. One low fee pays for the entire plan so you can focus on running your agency, instead of diverting resources to managing the plan.

Whether your goal is to maximize your owner’s contributions, lower your agency’s tax burden or retain key employees, our retirement professionals can tailor and customize a plan to fit your needs.

With over 25 years in the retirement business, the Big “I” serves as an advocate for participating agencies. Whether it concerns a complicated transition from another provider or the sale of an agency, we know your business. 

Our advisers are available to all Big “I” members to provide consultation on existing and new plans at no cost or obligation. At Big “I” Retirement Services, we consider you a member first, and a client second. Whether we’re building a new plan for your agency or simply rolling over your existing plan to save you money, we strive to make your experience with us hassle-free.

Contact.

Call Christine Muñoz at 800-848-4401 or email at christine.munoz@iiaba.net today to see how we can help you save.

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Plan Options: Be Independent When You Retire.

We’re the only retirement consultants who cater exclusively to independent agents and brokers. You can get your new plan or your existing plan rollover started today with a free, no-pressure consultation. Call Christine Munoz at 800-848-4401 or email christine.munoz@iiaba.net today to see how we can help you save.

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, and is a great way to lower your overall retirement plan costs while receiving consulting, 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 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 iraLogix 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. 

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Contact Information

MVP Plan Administrators, Inc. 

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For information about your qualified plans investments or for any other information, contact Christine Muñoz at christine.munoz@iiaba.net or (800) 848-4401.  

Open an IRA.

Opening an IRA is easy as 1, 2, 3.  

The Big “I” IRA Program’s administrative services are provided by iraLogix and investments are offered from a variety of fund families.

Program features include low-cost passive investments, top-notch customer service and online capabilities. The Big “I” IRA Program is designed to offer maximum flexibility at a competitive cost. 

Enroll

Contact the iraLogix team at (855) 610-5686 or support@iracustomercare.com Monday-Friday from 9:00 AM to 9:00 PM EST.