Big I Employee Benefits

An agency’s 401(k) plan is a valuable tool for reducing taxes, retaining employees and building long-term wealth.

For independent insurance agencies, this could be an innovative, family-focused benefit to offer employees or to strengthen relationships with commercial and personal lines customers.

Three years of historically high inflation has led to the target retirement savings amount rising more than 53% since 2020.

As people move into retirement, new risks emerge, which become more daunting as the decades pass.

Despite the constant push for people to develop a reasonable plan for a comfortable retirement, procrastination seems to get in the way.