Guide to Selecting a Company Retirement Plan
This 1-pager, guide to selecting a company retirement plan, is a good starting point to understanding the retirement plans that are available. Further discussion and counsel is recommended to determine your detailed and specific objectives to determine the best plan for you and your business. We are happy to work with you to help determine the best solution for you and your company.
How Does This Work?
Each small business may have a unique company Retirement Plan put in place to address you and your employees needs. But our process of engagement to determine your Plan requirements is consistent.
- Step 1: Determine your business requirements and Plan options
- Step 2: Select the Plan that is best for your business
- Step 3: Install the Plan
- Step 4: Educate employees on Plan options and benefits
- Step 5: Conduct one-on-one sessions with employees for the personalization of the Plan to their specific needs
- Step 6: Provide personalized Financial Planning or Retirement Planning services to employees, as needed
Step 6 goes beyond the company Retirement Plan, giving the employee a written broad-based retirement plan consisting of Social Security optimization, Medicare claiming strategy, retirement tax planning, and more. See our Retirement Planning page for more information.
Putting You in Charge of Your Retirement
Put yourself in the drivers seat with knowledge of the major retirement plans that are available for your company. In this 1-page PDF, we walk you through a series of questions that help lead you to a potential ‘good fit’ of the available company retirement plan types, such as:
- 401(k)
- Solo 401(k)
- Safe Harbor 401(k)
- SIMPLE 401(k)
- Profit Sharing
- SEP IRA
- SIMPLE IRA
Get our Complimentary Guide to Company Retirement Plan (1-page chart):
If you already have a company retirement plan in place, we have a small business owner retirement plan consulting service and employee workshops that can help you and your employees maximize the benefits of your existing Plan. See the webpage, Small Business Retirement Plan Consulting
