Our goal at the Chamber is to do everything we can to help members succeed by providing valuable services and programming. To that end, we're excited to announce a powerful new retirement planning solution that is now available exclusively for members of the Greater West Chester Chamber of Commerce.

The Greater West Chester Chamber of Commerce has partnered with Lincoln Financial, a nationally recognized leader in retirement planning services and Oakbourne Advisors of West Chester, to develop this unique program that leverages the strengths of group participation to provide a cost-effective and easy way for you to implement a turnkey 401(K) employee program.

overview and capabilities guide

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What is the MEAP Program?

The Multiple Employer 401(k) Aggregate Program (MEAP) is a group 401(k) program designed and made available for an organization’s members or clients. The MEAP is designed to gather each plan’s important administrative, recordkeeping and fiduciary services to be overseen by a third party and often helps reduce time and cost.

Why consider this program?

Partnering with Lincoln and Oakbourne Advisors delivers benefits that go beyond the retirement plan itself.

• Personalized service — GWCC Members who join the plan receive ongoing, dedicated attention, and Lincoln will work closely with Oakbourne Advisors to recruit new businesses into the plan.

• Demonstrated value — Surveyed Lincoln plan sponsors rated their overall satisfaction at 90% in 2019,* and their award-winning websites help make your experience even easier.

• Deep experience — Lincoln has been in business since 1905, is a recognized leader in the retirement plan space and has group 401(k) program experience dating back to 1995. *Lincoln Financial Group, “Annual Plan Sponsor Satisfaction Research,” 2019.

Are you interested?

• Already have a retirement plan? Now’s a perfect opportunity to reach out to Matt Ryba with Oakbourne Advisors, who will review and benchmark your plan and assess whether it’s meeting your goals — or if transitioning to the Greater West Chester Chamber of Commerce 401(k) program 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 Greater West Chester Chamber of Commerce 401(k) program could be the most cost-efficient solution.
  

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Take the Next Step

Schedule time with Matt Ryba with Oakbourne Advisors to talk through next steps.

Matthew Ryba, CIMA®, AIF®, VP, Corporate Retirement Plan Services
Oakbourne Advisors
2 West Market Street, West Chester, PA 19382
[email protected]
(610) 798-6641