Members With Existing Plans

A Retirement Plan for the 21st Century.

Retirement plans haven't changed much since the 1970's...until now.

Multiple Employer Plans such as BHR are the future for independents - read on to see why

"Collectively, BLUE HAWK Members manage about $600 million in retirement assets. Can you imagine our bargaining power with financial service providers if we aggregate 25%, 50%, or 75% of BLUE HAWK Members' retirement savings?"
Lance Rantala
CEO

Experience admin at scale

Combining many small retirement plans together allows service providers to gain efficiencies, which flow back to you.  Spend less time administering your plan, saving time and money.

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Lower Your Risk

Employers who sponsor their own retirement plans assume significant liability that isn’t mitigated by company structure.  BHR’s unique structure allows adopting employers to rid themselves of most liability.

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Reduced Fees Ahead

Adopting employers are often able to lower their fees when compared to their existing plan, due to the scale and negotiating power of BHR.

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fall in love with our features

Customizable

Adopting Employers choose the plan design features that matter to them such as eligibility, entry dates, vesting schedules, and company contributions.

Audit Simplicity

A big headache for employers are the audits that come with bigger plans. BHR removes this responsibility and cost from adopting members

Participant Friendly

Participants have access to easy-to-use websites, apps, and call-centers to manage their accounts the way they prefer.

Investment Help

The BHR Investment Committee utilizes a state-of-the-art Investment Policy Statement to make sure only quality investments are included in the plan.

Quality Education

Educational content is delivered to participants in a wide variety of formats and education campaigns are customized to each adopting member.

Expert Support

You don't have to be a retirement plan expert anymore - BHR service providers employ knowledgeable staff to help solve problems for you.

Transfer Your Existing Plan

BLUE HAWK Retirement accepts transfers from many different plan types you may have:

  • Safe Harbor Plans
  • Profit Sharing Plans
  • SEP IRAs
  • SIMPLE 401(k)
  • Traditional 401(k)

In addition, individuals may choose to transfer money from most qualified retirement plans to their accounts within BHR.

Learn More By Attending A Webinar

Or, View A Recorded Webinar

Available on BLUE HAWK University

Click Here

If link does not open properly, simply log in to BHU and selected BLUE HAWK Retirement from the Vendor list.

transform your plan

BLUE HAWK Retirement brings your plan into the 21st Century.

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