BLUE HAWK is committed to providing Members the right solutions for your businesses—solutions that bring you economy of scale, show clear value for money spent, save time, reduce risk, and help you show your employees that you value what matters to them.

Through our partnership with Lincoln Financial Group, we’re delivering a new, refreshed BLUE HAWK group 401(k) plan, to do all this and more.

Here’s what you’ll experience with the new BLUE HAWK group 401(k):

• Lower administrative cost and no annual audits
• Less administrative work, as you hand off many of the responsibilities that come with running a 401(k), including filing Form 5500 and employee loans
• Relief from many fiduciary obligations, while maintaining your current plan design

And there are even more benefits from working with Lincoln.

• Personalized service
  • Helping recruit new employers into the plan—in the field and through marketing
  • Ongoing, personalized attention to adopting employers through a dedicated account manager who works to understand your businesses
• Demonstrated value
  • Delivering easy-to-use, award-winning technology that helps you make the most of your plan, and maximize employee education and engagement
  • Living up to an “easy to do business with” reputation: Surveyed Lincoln plan sponsors rated their overall satisfaction at 90% in 2019
• Deep experience
  • Delivering group 401(k) experience that goes back to 1995
  • Seasoned employees across the organization, from implementation to relationship management and sales, share and apply essential expertise
    What’s next?
  • Already have a retirement plan? Now’s a perfect opportunity to reach out to Andrew Thompson who will review and benchmark your plan, and assess whether it’s meeting your goals—or if transitioning to the BLUE HAWK group 401(k) could better meet your needs.
  • Considering a retirement plan? A 401(k) can be a powerful tool for keeping the quality people you have on board and bringing new talent into the fold. Joining the BLUE HAWK group 401(k) could be the most cost-efficient solution.

Schedule time with Andrew Thompson to talk through next steps. And check out this video to learn more about the value of group 401(k) plans.