Business Retirement Plans for
owners, highly compensated & employees
Business #Retirement Plans # 3998 Rev 11/2023
- What you should know about your retirement plan dol.gov pdf
- Choosing a Retirement Solution for Your Small Business dol.gov
- Taking the Mystery Out of Retirement Planning dol.gov
- Top 10 Ways to Prepare for Retirement dol.gov
- Side by Side Chart of various retirement plans
- Retirement Plans for Small Biz
- irs.gov/retirement-plans/types-of-retirement-plans
IRS Publication 560- Profit Sharing Plans for Small Biz Publication # 4806 Irs.gov pdf Website DOL.gov
- Profit-Sharing Plans Defined Benefit Plans
- Money Purchase Plans
- Employee Stock Ownership Plans (ESOPs)
- Governmental Plans 457 Plans
- Help with Choosing a Retirement Plan
- What you should know about your Retirement Plan DOL.Gov
401 K Plans for Small Business – IRS # 4222
-
Retirement Toolkit dol pdf
- Retirement Plans that don't have tax benefits - you can pick and choose who gets in!
- Lots of Benefits when you participate or set up an employee retirement plan Publication # 4118
- irs.gov/retirement-plans
- saving matters.dol.gov
- dol.gov/choosing-a-plan
- irs.gov/retirement-plans-for-small-entities-and-self-employed
- dol.gov/ask-a-question
- Small Business Retirement Savings Advisor DOL.gov
- QDROs The Division of Retirement Benefits Through Qualified Domestic Relations Orders Dol.gov pdf
- Get a Retirement Plan Proposal
- Department of Labor, Social Security & Medicare – Retirement Toolkit 9 pages
- BROKER ONLY iamsinc.com
- Our Web pages on:
Contact Us - Ask Questions - Get More Information
[email protected]
By submitting the information below , you are agreeing to be contacted by Steve Shorr a Licensed Sales Agent by email, texting or Zoom to discuss Medicare or other Insurance Plans as relevant to your inquiry. This is a solicitation for Insurance
401 #Kplans
401k plans are the most popular type of retirement plan used today. They can be a powerful tool in promoting financial security in retirement and are a valuable option for businesses considering a retirement plan, providing benefits to employees and their employers.
If you are retiring or laid off… Check with us on the options to Roll Over you current 401K or Pension Plan. Check out our annuities & IRA’s
- IRS Website on Contribution Limits
- Automatic 401k enrollment for small biz publication # 4674
-
401 K Plans for Small Business – IRS.gov # 4222
Links & Resources
- Department of Labor Publication Dol.gov
- Can the Retiree Health Benefits Provided By Your Employer Be Cut? Dol.gov pdf
Administrators