Bringing Your Retirement Into Focus

Helping create financial success for over 25 years

 

Business Retirement Plans

401(k) Profit Sharing Plans | Defined Benefit Plans

 

Make it a Walk in the Park

Retirement services at every level in one place

 

Dynamic | Custom | Designed

Words you never thought could describe your retirement plan

 

Serving Texas

Austin │ Houston │ Dallas │ San Antonio │ Lubbock

Business Retirement Plans & 401(k) Plans

Considering an employer sponsored plan for your business, or need assistance with your current plan? We can help evaluate how to make the most of the tax and business advantages granted to qualified plans.

  • Profit Sharing Plans
  • 401(k) Plans
  • Employee Stock Ownership Plans
  • 401(k) Administration
  • Safe Harbor 401(k) Plans
  • Defined Benefits Plans
  • 401(k) Advisory Services
  • Retirement Plan Administration

EIP Exchange Login Help

First-time users, your EIP Exchange username is your full social security number (no dashes or spaces) and your password is the last four digits of your social security number.

Returning users who have forgotten their username or password, click “forgot your login” inside the Exchange Login box to reset your credentials.

IMPORTANT NOTE:  Online enrollment is separate from EIP Exchange. EIP Exchange is for managing your investments after you have completed the online or paper enrollment. Please allow the EIP Exchange system at least 24 hours to update after submitting your online enrollment.

Online Enrollment

Online enrollment allows you to enroll in your company’s retirement plan. It also allows you to review your retirement benefits.

Enrollment GateWays
Your Access Code is included inside your enrollment booklet. Not all companies have online enrollment available – hard copy enrollment materials will be provided instead.

Support employees & reduce everyone's taxes by sponsoring a 401(k) plan

Support employees & reduce everyone's taxes by sponsoring a 401(k) plan

Innovative leader in retirement services

Transparent & low-cost retirement plan fees

All of your retirement needs in one place

How EIP Can Help Your Business

Providing your company with all the 401(k) & retirement plan services you need

Business Retirement & 401(k) Plan Services

Retirement plan design

Retirement Plan Design

Careful consideration should be given to design a retirement plan that helps to maximize benefits and meet the specific needs of your organization.
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Retirement Plan Administration

Third Party Administration (TPA)

Administration includes plan testing,  processing plan requests,  notifications, filing annual returns, reconciling plan assets, reviewing eligibility & more.
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Retirement Plan Reporting

401(k) Plan Reporting Services

Our processes and expertise allow us to streamline ongoing  reporting requirements so that you can rest assured that all your plan obligations are being met.
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3(38) investment manager -fiduciary

3(38) Investment Manager | Fiduciary

We personally advise you on your fiduciary liability & serve as your ERISA 3(38) Investment Manager. This creates a co-fiduciary relationship between your plan and our firm, & helps shoulder your fiduciary liability.
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Low-cost 401(k) Investment Options

Low-Cost Investment Options

EIP has an open-architecture trading and custodial platform that gives participants access to quality, low-cost mutual and index funds including Vanguard, DFA, Fidelity and many more low cost investment options.
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401(k) enrollment meetings

Education | Enrollment Meetings

Retirement plans provide enormous benefits to employees, however communicating that value can be complicated. To help, EIP sponsors in-office, ongoing enrollment & educational meetings.
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401(k) Online Enrollment

Online Enrollment | EIP Exchange

Participants have 24/7 access to their investment portal & account balances through EIP Exchange. Our online enrollment streamlines the process for you.
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401(k) managed investment accounts

Managed Investment Accounts

EIP provides a simple investment process that allows participants to choose a diversified portfolio within their plan based upon their risk tolerance or age.
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401(k) recordkeeping services

401(k) Plan Recordkeeping Services

Through our fully integrated system we keep track of plan contributions, withdrawals and individual participant account balances.
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RETIREMENT PLANS

SIMPLE. BUNDLED. AFFORDABLE.

One phone call for all your needs

EIP's bundled approach is simple, transparent and is affordable for both the Employer and Employee. We perform all services needed to properly administer and maintain the qualified status of corporate retirement plans.

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ONE CALL FOR ALL YOUR NEEDS

We Do It Better!

We manage the plan operations, compliance testing and all back-office duties that are required to keep your retirement plan in compliance.
We streamline the entire recordkeeping process with our EIP Exchange Platform, resulting in greater efficiency and less overall cost.
We provide a layer of liability protection by becoming the plan 3(38) Investment Fiduciary.

EIP's unique bundled approach is simple, transparent and is affordable for both the Employer and Employee.

We manage the plan operations, compliance testing and all back-office duties that are required to keep your retirement plan in compliance.
We streamline the entire recordkeeping process with our EIP Exchange Platform, resulting in greater efficiency and less overall cost.
We provide a layer of liability protection by becoming the plan 3(38) Investment Fiduciary.
401(k) Plans in Austin, Houston, Dallas

Texas is Our Home

Headquartered in Austin — EIP is a local leader in business retirement plans, retirement plan administration and 401(k) plan advisory services.

Since 1974, EIP has served as Austin’s leader in business retirement plan administration & 401k advisory services. We take pride in serving our community and value the relationships we have built with local businesses. As Austin, Houston, Dallas and the rest of Texas continue to innovate and grow, we look forward to helping more employers provide valuable benefits to attract and retain top talent. If you are looking for a 401k adviser & firm that does it all, EIP can help you.

HEADQUARTERED IN AUSTIN, TX

Texas is Home

EIP is a local leader in business retirement plans, retirement plan administration and 401(k) plan advisory services. We take pride in serving our community and value the relationships we have built with local businesses.

Learn more about EIP

WHICH RETIREMENT PLAN IS RIGHT FOR YOUR BUSINESS?

Tailored Retirement Plan Design

EIP's expertise in retirement plan design & retirement plan administration is the cornerstone to our relationships. EIP will work with you to tailor & design a retirement plan specifically to accomplish your business objectives.

Tailored Retirement Plan Designs

Companies We Help

Corporations, Partnerships, LLCs & Self-Employed Individuals

5+ Employee
Startup Plans

Startup Plans

Employees often cite retirement options as one of the most important benefits they look for when deciding where to work. It is one of the best ways to help employees feel happy and remain loyal while providing enormous tax benefits to both bussiness & employees. Let EIP help you way the pros and cons of sponsoring a retirement plan today!

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Established &
Takeover Plans

Review My Established Plan

Due to the complex nature of qualified retirement plans, EIP has reviewed many retirement plans that are designed incorrectly to accomplish the stated business goals. Plans often have too many plan providers that drive up plan fees. Let EIP review your plan, lower your fees and bring better customer service to you and your employees!

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Large
Institutional
Plans

Large Institutional Plans

Large institutional plans should routinely send RFPs and have their plan reviewed. Selecting the provider with the lowest fees does not always equate to the best option, & fees may be hidden. EIP would love to compete for your plan and believe we can offer you a low-cost solution while providing superior customer service & expertise.

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FOR PROSPECTIVE CLIENTS

Schedule an Introduction Call

Austin, Dallas, Houston, Texas
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12466 Los Indios Trail, Suite 200 Austin, TX 78729