ACEC RETIREMENT TRUST
The ACEC Retirement Trust oversees a program that provides retirement plans for participating ACEC member firms. Firms in any national category of membership are eligible for this program. Seven Trustees, made up of senior members of participating firms, oversee the Retirement Trust. The Trustees have selected nationally known consulting firms in the areas of ERISA compliance, investment selection and monitoring, participant education, and recordkeeping to assist them in the operation of their program. For program members, the Trustees assume a significant portion of the required fiduciary protection of each member’s plan, thus allowing firm personnel to spend more time on their engineering expertise and less on the retirement readiness of their employees.
Trust participant education is provided through webinars, newsletters and flyers and is available to participants 24/7 through websites and major social media channels. Call centers are provided where Plan Sponsors and participants can talk to live experts to assist with their questions and needs. Local representatives are assigned to each plan to assist with face-to-face questions and on-site education where desired.
Why Your Firm Should Belong to the ACEC Retirement Trust:
- Enhanced Fiduciary Protection
- Advantages of approximately $2 Billion in Assets under Management
- Institutionally priced investments
- Wide Range of Investment Options
- Continuous Plan Sponsor & Participant Education
- Continuing Program Review & Development
- Included Annual Testing and 5500 Preparation
- Operated by Engineers for Engineers
For more information contact Lydia Zabrycki, Director New Plan Education, at 559-284-0370 or firstname.lastname@example.org.
ACEC Trust Programs National Brochure