YOUR kPlan®, sponsored by The American National Bank of Texas Trust Division, is a small business 401(k) and profit sharing retirement plan specifically designed for the small business owner. This group trust provides big corporation benefits at small business prices, allowing small business owners to adopt a successful retirement plan for themselves and their employees, without the added cost and difficulty of forming an independent plan.
Retirement Success in Four Easy Steps:
- Submit application*
- Gather and process employee census
- Sign the adoption agreement
- Employee enrollment and education
*All startup plans setup with Lincoln Financial require a processing fee of $350.00. A check for that amount should accompany the application (made payable to: American National Bank of Texas). For existing qualified plans setup with BPAS, all plan setup fees will be invoiced to plan sponsor.
Want more information? Please review the YOUR kPlan® brochure for more information.
YOUR kPlan Brochure
Resources: Download Adobe Acrobat