Small Business Retirement Plan

Small Business Owners

Small Business Retirement Plans.

Maximize Your Corporate Structure and Small Business Retirement Plans

Find The Right Small Business Retirement Plan.

We Specialize in Family Owned S-Corporations, LLC’s, and Sole Proprietors

Small Business Retirement Plan

Corporate Formation

Understand when to incorporate, the benefits of an S-Corp. or LLC, and how to align your tax strategy.

Small Business Retirement Plan

Retirement Plans

Learn the various retirement plans available to sole owners as well as employees.

Small Business Retirement Plan

Coordinated Strategy

Your business is an extension of you. Coordinate a game plan to align your business and personal goals.

Go Beyond a Traditional 401k.

Utilize Small Business Retirement Plans Available Only To Owners

Small Business Retirement Plans

Small Business Retirement Plan

While a traditional 401k may be the right fit, there are numerous additional options that can increase your contribution levels and provide employee benefits.

What “Pass Through Entities” Actually Mean.

Understand How Self Employment Works

Pass-Through Income

Small Business Retirement Plan

Your business structure may provide liability protection, however all income may “passed through” to you. Understand what this means and strategies to implement.

We Work Closely With Your Existing Team.

We Work Together With Your Team Members

Small Business
Team Approach

We partner with CPA’s, Attorney’s, and other professionals to create your small business retirement team.

Align Your Small Business Retirement Plan & Personal Goals Into One Plan.

See How Retirement Savings Enhance Your Personal Financial Plan

Coordinated Plan

Your business success has limitless potential. See how retirement savings impact your personal goals.

Small Business Retirement Plan FAQ’s.

Here Are The Most Common Questions We Get

You wear many hats and time is precious. Take a quick glance on what other small business owners want to know.

  • No. We leave the idea of the business you want to create, price point, etc. up to you. Once your business is established we help with establishing the right small business retirement plan.

  • Yes! We help many solo busines owners create and maintain their retirement plans. We work with a network of TPA’s and CPA’s to help with compliance.

  • Yes! We help with the investment management of cash balance plans. However, we do not draft the actual plan. Instead we use a network of TPA’s and actuaries to handle the administrative tasks (for a separate fee).

  • Yes! We can manage your Solo 401k and handle the investment decisions.

  • For solo business owners who are incorporated as an S-Corp we can help with payroll. We do not offer bookkeeping services.

  • Yes! We have many clients who utilize LLC’s as their company structure.

  • There is an additional fee for 401k plans with more than 2 employees as well as certain pension plans. These fees are not charged by us but by third party providers.

Start Your small Business Retirement Plan Today.

Schedule Your Introduction Meeting