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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.

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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 more quickly.

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An experienced financial advisor is available every day by phone or email to help get your organization started and help guide participants with their financial goals.

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

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Minimal paperwork required by your organization after setup.  Let TACDC provide and maintain the plan documents, Summary Plan Descriptions, and other necessary forms.  TACDC's Third Party Administrator will do the year end testing for you, help with any necessary corrections,  and handle the government filings. 

 All for one low annual fee of $700.

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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

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