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Company Plans

Company Retirement Plans

Which One is Right for Your Business?

As a business owner, you have a few choices regarding retirement savings for your employees. The best plan for your company will depend on your goals for retirement savings, employee retention, and tax planning.

Two types of plans for business retirement savings are IRA-based plans, such as SIMPLE IRAs and SEPs, and "qualified" plans, like 401(k)'s and profit-sharing plans. Qualified plans are a bit more complicated and cost more to keep up because they need to follow the IRS and ERISA rules to get their tax benefits.

Let us help you figure out which plan is right for your business so you can start saving for the future.

Why Work with Great Lakes Wealth Advisors for Your Business Retirement Plan?

There are many options for choosing a partner for your company's retirement plan. At Great Lakes Wealth Advisors, I know how confusing the process can be. That's why I'm here to help you:

  • Make a plan that works for your business and retirement goals.
  • Sort through all the choices and find the best strategy for your business size, budget, and goals.
  • Avoid making mistakes with your plan strategy, design, setup, and compliance.
  • Give your employees the education, resources, and support they need to maximize this benefit.

I'm here to help you every step of the way and ensure your company's retirement plan is successful!

Retirement Plans for All Sizes of Companies - Small and Mid-Sized Businesses Included!

If you're self-employed or own a small business and still need a retirement savings plan, now is the time! Not only will a retirement plan help you save for the future, but it can also be a big boost for your employees.

I can help you set up a new retirement plan for your business, look at your current plan to ensure it works for you, and educate your employees about this significant benefit. From 401(k) plans to Simple IRAs, I can help you design a strategy to help you recruit and retain employees and improve your workplace!

Offering a retirement plan is one of the best ways to show your employees that you care about their future and well-being. Get started quickly - contact me today!

Which Plan is Right For You?

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