Wealth for Business > Employee Retirement
A benefit that gives you an edge as you hire and retain talent.
We’ll help your business—large or growing—explore your retirement plan options. And with our team in your corner to implement and maintain your plan, you can remain focused on serving your customers.
Help your employees become smart and savvy savers. Participants maintain control over their contributions and investment options, while you may be entitled to a tax deduction for contributions to employee accounts. We’ll guide you through the plan formation and ongoing maintenance.
With a SIMPLE IRA (Savings Incentive Match PLan for Employees) you will make contributions to your employee’s retirement plan through a contribution match. You can vary your contribution depending on your company’s financial performance, and the plan is easy to establish and maintain. It is ideally suited as a start-up retirement savings plan for small employers (less than 100 employees).
Ready for a fresh perspective on your current retirement plan offerings? Have unique needs or questions? We’ll evaluate your situation and offer customized recommendations.
Director of Wealth Management
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Securities and Advisory Services offered through LPL Financial, a registered investment advisor, memberFINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Choice Financial and Choice Financial Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Choice Financial Group deposits and are not FDIC insured. These products are not obligations of the Choice Financial Group and are not endorsed, recommended or guaranteed by Choice Financial Group or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
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