Retirement Plan
Fixed Income Market Update We hope that you find this presentation insightful and valuable. Please contact your SEI relationship management team with any questions or feedback you may have.
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Information provided by SEI Investment Management Corporation Eastern Retirement Trustees set policy for plan administration, finances, ROI and overall administrative fees. Because of the oversight of the ERT Trustees, a significant amount of fiduciary liability is removed from the plan sponsors. This is an important element to the ERT plan, benefiting you as a plan sponsor. ERT is professionally administered by Turning Point Associates (TPA). TPA provides personalized service for all plan participants and plan sponsors. Eastern has several attractive retirement options from which participants can select. Depending upon the size, financial strength, salary levels and other elements, there are advantages to each plan. Whether you have a typical 401(k), a Profit Sharing Plan, a combination of the two, ERT provides the fund selection necessary for a retirement plan that meets all federal regulations. Many employers have chosen to offer a combination of plans to meet their specific goals and needs. EBMDA offers you the opportunity to compare your present retirement plan with the Eastern Retirement Trust. We can evaluate your company's retirement needs, offer advice and customize a retirement plan to meet your and your employees' needs. For any Dealer Members and Associate Members of EBMDA, an ERT review will give you the peace of mind that your retirement plan is doing exactly what you want it to. For any dealers or associated businesses who are not members of EBMDA, you may have your first year's dues waived by agreeing to an ERT review. This will give you the opportunity to see if EBMDA gives you the value of trade association membership, while at the same time receiving a professionally-prepared retirement plan analysis. For this review of your retirement plan, contact David Garrett, Executive Director of EBMDA. You may call (800) 296-3278, or email to This e-mail address is being protected from spambots, you need JavaScript enabled to view it .
For further information, please contact Brent Hankins, Chairperson of ERT Trustees, H.H. Hankins& Bro., Bridgeton, NJ. Phone: (856) 451-1212, or email
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