Small Business Retirement Plan

Thank you for your interest.

By far the most common employer-sponsored retirement plan for small business’ are a Simple IRA or a SEP IRA retirement plan. 

The Simple IRA allows employees to make pre-tax contributions, and employer makes a matching contribution up to 3%. The funds contributed plus company match accumulate tax deferred. 

A Simplified Employee Pension (SEP) plan provides business owners with a simplified method to contribute toward their employees’ retirement as well as their own retirement savings. Contributions are made to an Individual Retirement Account (IRA) set up for each plan participant (a SEP-IRA).
Note: Please click on “Information Request Tab” under the “Request A Quote Tab” and add “Small Business Retirement Plan” under “Retirement Planning-Specific topic of interest” of the “Information Request” area, then add your personal information under “Contact Information” area.  After completing the form, please click on the "Submit" button. Your information will be emailed to our office and someone from our office will be in contact with you to set an appointment to discuss a specific retirement plan for your business.  All information will be kept confidential.

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