Retirement Plans for Small Business Owners
Planning for retirement as a small business owner is often the last thing on your agenda. The rules of eligibility, vesting, contributions and limits are just some of the factors, which make choosing a plan a seemingly monumental task. At Investors Services of Hartford, we team with personnel such as Westminster, Pershing and at various mutual fund families to help choose the right plan for your business based on multiple factors.
We will assist with:
– Choosing a plan (profit retirement, money purchase pension, SEP, 401k, etc.)
– Selecting viable investment funds according to level of risk tolerance
– Conducting group or one on one meetings with employees
– Conducting educational meetings to help with due diligence
We also offer a complimentary audit of your current plan arrangement, working with our trusted partners to help you create a record regardless of whether you end up changing plans.