Retirement Plan for Small Biz Owners | SEP, Simple IRA, Bay Area | Simple IRA for small business, Bay Area | Succession Planning for small businesses, San Jose

Retirement for Small Business Owners

Choosing the right retirement plan for your business represents a crucial strategic decision with consequences for your cash flow, tax profile, and your ability to attract and retain talented employees, as well as for your personal retirement picture. We can help you explore the different types of plans, including 401k’s, defined benefit plans, SEP and SIMPLE IRA’s and profit sharing plans, and assist you in choosing a plan that suits your particular needs. We can also help with succession planning for your business, and consider how that fits into your overall retirement picture.

• Plan Evaluation

• Employee Education

• Succession Planning

We can also assist with evaluating a plan that's already in place, providing support and education for your employees, and creating an investment policy for your plan that protects the interests of your employees and assists you in fulfilling your fiduciary obligations as plan sponsor.