401(k) Retirement Plan

With The Bowles Group you can access a 401(k) plan equal to a Fortune 500 Company Plan at significantly lower costs. Eighteen investment options with low-load funds (no front or back-end sales charges) include Vanguard, Fidelity, T. Rowe Price, Janus, Dodge and Cox, American Funds, Fixed Income Funds and more. Life style or Managed Funds are options for those who have specific retirement needs and time frames.

To enhance our Plan even more, we have negotiated ‘lower than market’ fund administration cost, eliminating 1 – 3% of those hidden fees found in traditional 401(k) plans.

Additionally, we offer a Multiple Employer Plan, which allows you the ability to select your own match and alleviating fiduciary responsibility, while keeping the overall ongoing administrative cost at a minimum. With our single source approach, we handle the administrative and compliance for your 401(k) plan, including the annual audit.

Employees pay a low annual administration fee that includes quarterly statements and a personalized on-line account.

We selected First Mercantile Trust because we found them best among the top retirement plan providers as ranked by Pension & Investment magazine. For more information on First Mercantile Trust
 www.firstmerc.com