What Retirement Plan is Best For You?
Answer the questions below and we'll tell you what retirement plan is best for your company.
1/6) Where is your company located?
Other (Mine's not Listed!)
2/6) How many people will be participating in this retirement plan?
1 - Just me!
3/6) About how many assets will be in this plan?
4/6) Do you plan on making company contributions for your employees?
Yes, but only if we're having a good year
5/6) Will this be a low cost pre-tax savings vehicle for employees or a tax shelter for the business owner?
6/6) If you currently have a 401(k) plan, about what percentage of employees are participating?
less than 50%
I currently do not have a 401(k)
(We only need your email to send you your results. It will never be shared and you'll never be placed on a list.)
(This is optional, but we can give you a more thorough and valuable answer if we give you a call. Again, your information will absolutely never be shared or added to a list, and we can always re-schedule a call if it's not a good time.)
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