Ideas & Questions for Your Business

Simple/SEP IRA’s:

• What plan is right for my business?

• I want to make sure my employees are taken care of.

• What are the true costs for a small business retirement plan?

• I want to make everything easy for my employees.

401K: 

• Is my business a good fit to start a 401k plan?

• What are the true costs to create and manage a 401k plan?

• Do I have the best, least expensive 401k provider?

403(B):

• My school district only allows certain companies to set up and manage our 403b’s, are you on “the list”.

• Should I start my 403b before my school district starts to “match”?

• I already have investment accounts, should I still start my 403b?