We offer a personal solution to the "owner only" business. This flexible retirement plan offers all of the benefits of a traditional plan (i.e. with employees) with reduced administrative requirements and costs. Benefits include:
Personally contribute up to $16,500 (2011) of taxable income for retirement.
Over age 50 owners can contribute an additional $5,500 (2011).
Business deductible contributions to the owner's retirement up to 25% of income.
Larger contributions available through the defined benefit option.
Roll in retirement accounts for consolidation and loan eligibility.
Personal tax-free loans to the owner up to 50% of account value.
Investment options that are impartial and flexible.
For additional information, cost, and design questionnaire, please see the attached Personal Plan Services document.
