A Complete, Cost-effective, Turnkey Retirement Solution for members.
As a member of the AVMA, you now have the opportunity to provide your employees with a new kind of retirement solution. This robust solution helps take the heavy lift of daily administration off your plate giving you the time back to focus on what is most important, building your practice.
The AVMA Trust has been serving AVMA members for over 60 years with insurance solutions, group benefits, and risk-management resources available exclusively to members through AVMA PLIT and AVMA LIFE. Designed by veterinarians for veterinarians, our offerings help protect what matters most: your profession, your practice, your family, and your team.
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Continue on to learn more about the benefits of participating in the plan.
Are you a member of AVMA?
*Membership with AVMA is required to participate in the AVMA Trust Association Retirement Plan.
A retirement plan solution designed specifically for members of AVMA
Being part of AVMA, you can help your employees maximize their potential for retirement planning. This plan is designed to help save time and simplify plan administration for your practice. By participating in the AVMA Trust Association Retirement Plan you gain the expertise, knowledge, and capabilities from a team of dedicated professionals to reduce your fiduciary risk all while helping helping improve retirement outcomes for your employees.
A retirement plan solution to help attract & retain top talent
Employers are turning to offering a retirement plan to help improve workforce retention and productivity. Current employee retention and attracting new talent are two important reasons organizations offer retirement plans.
The AVMA Trust Association Retirement Plan is dedicated to helping employees save for retirement. That’s why they’ve chosen Transamerica to provide a robust participant experience for those participating in the program. With Transamerica, your employees will have access to an extensive array of onboarding services and educational resources.
The 90% Advantage with The AVMA Trust Association Retirement Plan
A major DIFFERENTIATOR of the AVMA Trust Association Retirement Plan for you as a participating employer is the reduced administrative tasks you have to perform on your qualified retirement plan
YOUR RESPONSIBILITIES WITHOUT The AVMA TRUST association Retirement Plan
YOUR RESPONSIBILITIES WITH The AVMA TRUST Associtaion Retirement Plan
THE AVMA TRUST ASSOCIATION RETIREMENT PLAN TAKES ON OVER 90% OF THE RESPONSIBILITIES
An employer who sponsors a retirement plan for their employees has overriding fiduciary responsibility for the plan. This solution allows the employer to outsource that responsibility to the highest degree.
Transamerica helps personalize the experience for employees right from the start.
Driving Participant Success
An easy-to-understand forecast generated by the underlying methodology provided by Morningstar. Using simple weather icons, it shows participants if their current investment strategy is likely to produce the income they’re seeking in retirement and offers steps to improve their chances of achieving their goals. Your Retirement Outlook® is featured prominently on the participant website, mobile app, and quarterly statements.
Takes pressure off your internal administrative resources and allows you to use those resources elsewhere
Uses an efficient investment selection process with an all zero-revenue investment lineup from an investment professional.
Streamlines key plan design features, leveraging best practices
Outsources administration responsibility to TAG Resourcees and their administrative professionals
5 More Member Advantages the AVMA Trust Association Retirement Plan offers
The collective team is committed to helping you by managing retirement plan responsibilities:
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Important: The projections or other information generated by the engine (which produces Your Retirement Outlook®) regarding the likelihood of various investment outcomes are hypothetical, do not reflect actual investment results, and are not guarantees of future results. Results derived from the tool may vary with each use and over time.
Before adopting any plan sponsors should carefully consider all of the benefits, risks, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.
While a Multiple Employer Plan (MEP) arrangement offers adopting employers the ability to delegate fiduciary functions to the MEP provider, employers should be aware that they still retain fiduciary responsibility for selecting and monitoring the MEP provider. Adopting employers of a MEP must share a commonality —a connection among the adopting employers such as a trade, professional organization, or PEO – and the MEP is treated as a single plan. A violation of the qualification rules by an adopting employer would not affect the qualified status of the plan as a whole (known as the “one bad-apple” rule or the “unified plan” rule) provided the plan document addresses how to spin-off a non-compliant employer.
Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. All Transamerica companies identified are affiliated, but are not affiliated with any other organization referenced. Logos and trademarks are the intellectual property of their respective organizations.
TAG Resources, Inc., is a wholly owned subsidiary of Transamerica, but there are no other affiliations between the two and any other organization referenced.
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