from an agent who knows your needs.
401 K plans are for groups of eligible
employees, with no other qualified plan. They
require filing of form 5500 and administration
PENSION / PROFIT SHARING
Deferred Compensation, Defined Benefit Plans,
Other Benefit Plans on the Market
It's important to explore all options because no
one plan fits all businesses.
IRA's - ROTH & TRADITIONAL
Choose a simple IRA for no more than 100
eligible employees and no other qualified plan.
There is no administration fee or set-up fee
paid by the employer. Maximum annual participant
elective deferral is $6,000.00 indexed annually,
up to 100% compensation.
LONG TERM CARE
This is truly estate protection. Do you wish to
protect what you have worked so hard for all of
If you have any questions or for more
information, feel free to contact us.
We look forward to serving you.