Retirement Solutions
Give your employees a sense of security by helping them plan for their future and yours.
Secure the Future
Give your employees a sense of security by helping them plan for their future. Offering a retirement plan is one of the easiest ways for employees to start saving – and it’s a great way to attract and keep employees, especially in a tight job market. We offer retirement plans that are both easy and affordable.
Designed with your business in mind.
Based on your results, we recommend:
MEP 401(k)
Provides the benefits of small businesses coming together to source retirement savings programs at a lower cost and with reduced fiduciary liability – resulting in savings for both you and your employees.
Based on your results, we recommend:
IRA
One of the easiest ways to help your employees prepare for the future. With no setup fees or contributions required from you, it takes retirement benefits off your mind and puts them in your employees’ hands.
MEP 401(k)
- For:
Employer/Employees of a public or private company - Funded By:
Co-Funded by employer and employees - Key Advantages:
- Easy to set up and maintain benefits for both the employer and the employee
- Tax saving for employer
- Lower cost fee structure
- Reduced fiduciary liability
- Employee Contributions:
Up to $18,500 in employee contribution ($24,500 if age 50 or older) - Employer Contributions:
Employer may match or provide profit sharing - Fees:
Set-up fee - $2k, plus 1.05% of invested plan assets
IRA
- For:
Self-employed individuals or your employees - Funded By:
Funded by employee only - Key Advantages:
- Easy to set up and maintain
- No employer contribution required
- Employee Contributions:
Up to $5,500 in pre-tax contributions ($6,500 if age 50 or older) - Employer Contributions:
No Employer Contribution - Fees:
$6 per participating employee/ per month
Still not sure? Take our three question quiz.
Question 2
How involved in the administration of the plan do you wish to be?