ACCE Retirement Programs

ACCE 401(k) Plan

Proposal Request Form View your account information	ACCE 401(k) Plan Investment Options Available Through The Principal® Review investment managers available through the 401(k) plan.

As your national association, ACCE is accountable to you to help ensure your chamber can offer products and services which may help provide a more successful financial future for you and your staff.

The ACCE Benefits Trust Board members assume fiduciary responsibility and pursue opportunities to help make the 401(k) retirement plan and benefits programs better and stronger. The Trustees, as your peers, are chamber executives who oversee the ACCE Insurance* and Retirement Plans. The goal of the ACCE Benefits Trust Board is to provide your staff with a retirement plan that offers them simpler, more effective ways to save for their future – and a retirement plan that’s easier for you to manage.

ACCE Benefits Trust has teamed with an experienced independent investment consultant and the Principal Financial Group ® (The Principal®) to put together the a retirement plan designed specifically for ACCE member employers: The ACCE Benefits Trust 401(k) Retirement Plan. It’s designed to meet the diverse needs of community organizations of various sizes and budgets, and you can benefit from a diverse set of investment options, innovative participant services and outstanding administrative support.

401(k) Plan Overview

• ACCE Benefits Team: Excellent Client Service – With You In Mind
  For more than 50 years, ACCE has offered employee benefits to its member organizations, and the ACCE Benefits Team is ready to put that experience to work for you.
• The Principal Edge
  Communications have to be continuous and persistent to keep employees involved with your plan. The Principal can help.

401(k) Plan Tools and Education

• Innovative Retirement Services Guide
  This guide will prove valuable whether it’s your first time accessing The Principal Retirement Service Center® systems or if you are a return participant.
• Understanding Investment Education
  ACCE and the Principal Financial Group® are hosting online education presentations to help you understand how the ACCE Benefits Trust Retirement Program works. Choose a date and time that is convenient for you to learn more about the retirement plan!
• Online Education Meeting
  Investing in your employer’s retirement plan is likely one of the easiest and smartest things you can do to start saving for a more comfortable retirement. View this online education presentation to help you learn more about this opportunity.

* The Principal Financial Group is not responsible for the accuracy or content of information or materials produced by other parties

ACCE 457(b) Plan

A Financial Best Practice You Can’t Surpass
As a businessperson or professional, you appreciate the value of following best practices—in your work life as well as your personal finances. Here’s a best practice that could have a tremendous impact in the long run: Contribute all that you can towards your retirement and take full advantage of all savings opportunities.

• Flyer
• General Info
• Joinder Agreement
• Diversified Application
• Plan Remittance Form
• Enrollment Instructions
• Fund Descriptions
• Fund Performance
• Beneficiary Designations

Contact the ACCE Benefits Team