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YOUR kPlan®

Your kPlan a small business retirement savings plan


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:

  1. Submit application* 
  2. Gather and process employee census
  3. Sign the adoption agreement
  4. Employee enrollment and education

Our Low-Cost, Tax-Deductible Plan is Now Even More Affordable

For a limited time, we’re offering close to 70 percent off by waiving the initial set-up fee and reducing the first year's annual administration fee — for a total combined savings of $1,750. Simply complete and sign the agreement by April 21, 2021 to receive the savings. (View the flyer below for complete details--click to enlarge.) 

Fall Promotion Special 

 

 

 *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

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