401(k) and Other Qualified Plans
Certain "qualified" retirement plans allow the employees to determine the amounts that they will contribute each year and the manner in which their contributions will be invested. Qualified plans allow the employer's contributions to be taken as a current business expense deduction, while entitling the employee to pay no tax until benefits are distributed9.
Our registered representatives can work with you and your company to help direct you to the most suitable investment plan for all participants. We offer low cost qualified plans that may provide:
Footnotes:
9. There may be statutory penalties for early withdrawals from qualified plans before the age of 59 ½.
Certain "qualified" retirement plans allow the employees to determine the amounts that they will contribute each year and the manner in which their contributions will be invested. Qualified plans allow the employer's contributions to be taken as a current business expense deduction, while entitling the employee to pay no tax until benefits are distributed9.
Our registered representatives can work with you and your company to help direct you to the most suitable investment plan for all participants. We offer low cost qualified plans that may provide:
- • Plan documentation and design
• Investment record keeping and reporting, including daily pricing and account valuation.
• Comprehensive, professional plan administration.
• Multiple investment options and the expertise to provide each of the plan participants with allocation recommendations suited to their individual needs.
• Enrollment programs to help boost participation.
Footnotes:
9. There may be statutory penalties for early withdrawals from qualified plans before the age of 59 ½.
| Home | Consultant | Mutual Funds | Annuities | Traditional & Variable | IRA | 401k | Stock & Bonds | Final Thought |