Business Retirement Plans

Establishing & Managing Business Retirement Plans is a key element in your business plan. Whether you're a human resources manager, an owner of a closely held business or self-employed, establishing and managing a retirement plan is critical for the future of the business, your employees and yourself.

There is a Wide Range of Business Retirement Plans to choose from, finding the right retirement plan for your business can be confusing. Factors you should consider when selecting a retirement plan include:

  • Tax benefits for the business
  • Administration expenses
  • Level of difficulty in implementation
  • Reporting requirements
  • Benefits for employees
  • Type of contributions (e.g., employer-funded, employee salary deferral, etc.)
  • Which employees are to be benefited (all employees, key/select, older, etc.)

Regardless of the type of organization, a corporation, partnership, S corporation, sole proprietorship or LLC, a variety of business retirement plan alternatives are available:

  • Defined benefit plan
  • SEP IRA
  • Owner-only 401(k)
  • Traditional 401(k)
  • Profit sharing plan
  • SIMPLE IRA

To better understand what is available to you and/or your employees please call and it would be my pleasure to help you through the process.