Business Retirement Plan Options
Choosing the Right Retirement Plan for Your Business
From 401(k)s and SIMPLE IRAs to SEP IRAs and Solo 401(k)s, our team helps business owners understand retirement plan options in a clear, practical way.
Review Your OptionsWhere We Help
Retirement Plan Guidance Built Around Your Business
The right plan depends on your business size, employee needs, budget, tax goals, and long-term growth plans. We help compare the options so you can make a more informed decision.
Plan Options
Common Business Retirement Plans
401(k)
A flexible employer-sponsored retirement plan that allows employees to contribute through payroll deductions and may include employer matching.
403(b)
A retirement savings plan commonly used by public schools, nonprofits, and certain tax-exempt organizations.
SIMPLE IRA
A straightforward retirement plan option often used by small businesses that want easier administration and employee payroll contributions.
SEP IRA
A retirement plan designed for small businesses and self-employed individuals, typically funded by employer contributions.
Solo 401(k)
A retirement plan option for self-employed individuals or business owners with no employees other than a spouse.
Not Sure Which Fits?
We can help you compare plan types, provider options, contribution flexibility, and administrative responsibilities.
How to Compare
Factors That May Influence Your Choice
Our Process
We Help Make the Decision Easier
Understand Your Business
We learn about your employees, goals, current benefits, and retirement plan priorities.
Compare Plan Types
We walk through the practical differences between plan options and what each may require.
Support Next Steps
We help you move forward with a plan structure that aligns with your business needs.
Need Help Choosing a Retirement Plan?
Let’s review your business goals and talk through which retirement plan options may make sense.
Schedule a Retirement Plan Consultation610-973-5334