TACDC 401(k) Plan

The TACDC sponsored 401(k) retirement program is open to any TACDC member organization.  Now with our recent improvements, it is even easier and more affordable for you to participate.

We give your organization the opportunity to provide 401(k) benefits to your employees at a fraction of the cost of administering your own plan independently.  Lincoln Financial Group, the investment company, offers a wide range of investments to suit all categories of retirement savers.  Employers have the ability to make DIRECT DEPOSIT of employee contributions, saving you time and money, while ensuring accuracy.  Your funds will earn dividends ore quickly.

An experienced financial advisor is available every day by phone or email to help participants with their financial planning and investment decisions. 

Have your own 401(k) plan without being on your own.

Let TACDC provide and maintain the plan documents, Summary Plan Descriptions, and all other necessary forms.  TACDC's Third Party Administrator will do all the year end testing for you and handle the government filings.


 All for one low annual fee of $700.

For more information or to enroll,
contact:


THE DUNLAP GROUP FINANCIAL SERVICES
Bill Thompson, QKA, CLU, CSA, MBA
www.dunlapgrouptx.com
bthompson@dunlapgrouptx.com

Phone: (800)426-6534
or (979)846-4039

Fax: (979) 260-1043

@2018 Texas Association of Community Development Corporations

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