Wide range of retirement plans

The right retirement plan for your business is just as important as finding the right employees. We have a variety of plans to choose from that cover a range of different business scenarios.

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401(k)

  • Most popular of all employer-sponsored plans
  • Offers funding flexibilities; employee-alone or employer/employee combo
  • No mandatory or minimum contributions
  • Tax-advantages for contributions to employee accounts

Solo 401(k)

  • Ideal for owner-only businesses with no other employees. Spouses and equal business partners can participate
  • No mandatory or minimum contributions
  • Higher contribution limits
  • Salary deferral and profit-sharing

SEP IRA

  • For sole proprietors and small businesses; employer-funded plan
  • No mandatory or minimum contributions
  • Tax deductible contributions and tax-deferred growth potential
  • No annual IRS or complicated forms to fill out and file

SIMPLE IRA

  • For fewer than 100 employees; funded by employer and employee
  • Employer has to match first 3% of deferred compensation or 2% of all eligible employee compensation
  • Tax advantages for contributions and tax credits for certain plan expenses
  • Minimal administration

Join forces with a Retirement Plan Advisor

Our Retirement Plan Advisors (RPAs) walk you through all the plan details, including fiduciary requirements and tax implications. We’re also here to provide knowledge and expertise to your employees, so they can take full advantage of the benefits you’re offering them.

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