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Small Business Retirement Plans
Small Business Retirement Plans
Small Business Retirement Plans

Trying to navigate through the many retirement plans you can offer to your employees can be overwhelming. In fact just trying to figure out what type of plan would be best for you as a Sole Proprietor or Independant Contractor can be challanging. Here is a list of the plans available; 401(k), Safe Harbor 401(k), Simple 401(k), Simple IRA, Profit Sharing, Sep IRA, Money Purchase, Defined Benefit, and 412(e). (Get your Free Plan Guide Here)

Not to worry because we are experienced with all of these plan options and can find the right one for you. In fact we can offer you a Free Retirement Plan Proposal and Design which we will recommend the best plan for your small or medium size business. This will allow you to maximize your options and determine the Tax Credit allowed under the Secure Act 2.0 passed into law last year. 

Free Plan Proposal

We take the confusion and hassle away from you as a Small Business Owner or Independant Contractor of trying to figure out what plan is right for you. We can provide you with a FREE RETIREMENT PLAN PROPOSAL which will recommend the optimum plan for your business based on its size, number of employees and revenues. Simply complete a short survey form and we will do the rest. There is NO OBLIGATION to you in implementing our proposal or using any of our services.

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Do you want to get on the right path toward a financially-secure retirement?

Sundin Insurance & Financial Group, LLC



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