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NEW MEMBER BENEFIT
HOMES OFFERS RETIREMENT SOLUTION

One of the issues we hear frequently from our members is the challenge to provide competitive benefits to their staff. This can be especially challenging for the small, independent provider. HOMES is excited to announce that we have partnered with Transamerica to provide an exclusive retirement solution to our members!

HOMES is working with Morgan Stanley, Transamerica® and TAG Resources® to offer the HOMES Retirement Solution. TAG is Transamerica’s largest Retirement Exchange 401K - and the largest “end to end” 401(k) provider in the US.Also, The Bay Colony Group at Morgan Stanley will be the advisors on the HOMES Retirement Solution program and will be providing 401k design and education services. The advantages of this program are:
  • Easy to Administer–Eliminates 95% of your administration burden
  • Consistently in Compliance–With Department of Labor and IRS
  • Fiduciary Liability Protected–Protection from perhaps the biggest liability risk in your company
  • Cost Competitive–More services for the same or lower cost using member leverage
  • Substantial and Well-Known Providers
    • Morgan Stanley – One of the largest wealth management companies in the US
    • TAG Resources – The largest “end to end” 401(k) provider in the US
    • Transamerica – One of the largest 401(k) record keepers in the US
    • Mercer – One of the largest investment organizations in the world
If you would like more information on the HOMES Retirement Solution, we have a variety of information available that can be viewed on our website. Also, please view this video(below) to learn more about the HOMES Retirement Solution from Transamerica and TAG Resources. Please contact David Poulin or Jonathan Karelitz, CRPS® from The Bay Colony Group at Morgan Stanley at 781-672-5169 or by email at david.poulin@morganstanley.com or jonathan.karelitz@morganstanley.com for more information.

We are very excited to offer this exclusive benefit to our valued members!

HOMES Top Corporate Sponsors

Gold Members - $5,000


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