The Dealer Benefits Program is conducting a due diligence review of Retirement plan providers.
In order to better serve the retirement benefit needs of U-Haul Authorized Dealers and business employees, the Dealer Benefits Program is conducting a due diligence review of retirement benefit providers. Motivated by recent federal regulatory initiatives, the Retirement plans industry is undergoing changes to better serve small businesses and employees who do not have access to employer-based retirement plans.
The Dealer Benefits Program regularly conducts due diligence reviews of all Benefit plans and affiliates provided in the Program as a standard element of administering the Program on behalf of U-Haul and Authorized Dealers.
As an outcome of this due diligence process, we look to identify and contract with a retirement plans provider that is dedicated to leading the industry in this area and that will commit to supporting tax-favored retirement savings plans for U-Haul Dealer business owners and their employees. If you have questions, please contact the Benefits Department 888-551-9801.