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Start your retirement journey

Dive into our guide for selecting a retirement plan that meets your business needs and employee preferences.

Step 1
Benefits of facilitating retirement savings

Understanding all of the retirement plan options can be overwhelming, and the amount of time needed to understand the different plan types can feel like a chore. But offering a plan is easier than you think! Read on to debunk the myths of why most small business owners don't currently offer plans.

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Step 2
Types of retirement plans

There are a number of plans available to small business owners that qualify for preferential tax treatment, and many of them have the same tax benefits as plans offered by large employers. In order to choose the best plan for your needs, make sure you understand the difference between all the available options and learn about tax credits that can help cover plan startup costs. 

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Step 3
Key factors to consider when choosing a retirement plan

Gain a solid understanding of basic retirement plan design principles and parameters to effectively manage plan costs and decide on a plan that works for your business. Read on to learn more about each consideration before selecting a plan.

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Step 4
Questions to ask when selecting a plan

Are you ready to talk with a broker or plan administrator? As you meet with prospective providers, it’s important to understand what types of services are offered and how the provider is compensated. We put together a checklist of questions you should ask.

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