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Small Business Retirement Plans

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The creation of the SEP and the SIMPLE affords smaller businesses with a way to offer their employees a retirement plan. The SEP and SIMPLE were designed for businesses with less than 100 employees and are less costly to administer than a 401(k).

Plan Options We Can Help You Evaluate

  • SEP-IRA — high contribution limits, simple to set up and administer
  • SIMPLE IRA — suitable for businesses with up to 100 employees
  • Solo 401(k) — for self-employed individuals and owner-only businesses
  • Traditional 401(k) — for businesses ready to offer a full employee benefit
  • Business succession and exit planning

Have questions about this service?

We're happy to walk you through how this applies to your situation.

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