“Retirement . . . It’s worth planning for!”

Choosing a Retirement Plan

When choosing a retirement plan for your organization, your decision depends on the individual goals of the owner and the business.

There are several types of plans available. Learn more   by clicking on a link below.

Profit Sharing – Do you want contributions to vary according to company profits?

401(k) - Do you want your employees to be able to defer some of their current income so they can save in a tax-deferred account or a Roth 401(k) plan?

Profit Sharing 401(k) - Do you want to offer both company contributions based on profits and the ability for employees to contribute to a tax-deferred account?

Money Purchase Pension - Do you want to make contributions independent of company profits with a guaranteed contribution level?

Defined Benefit – Do you want to provide participants with a definite benefit at retirement?

Are you ready for assistance? Download our Plan Questionnaire and fax it to us, or contact one of our knowledgeable account managers.