Many small employers either do not have a retirement plan or are not aware of the many options available to them. Unlike larger companies, small companies actually have more choices and flexibility in the design of their retirement plan. Join Unison Retirement Specialist's, Leif Peterson and Joe Best, as they explore ways to set up or re-design your retirement plan to effectively maximize your options.
Did you know...
- 53% of the nation's nearly 6 million small businesses may not have the retirement plan that best fits their needs. Are you one of the small businesses? Do you know if you have the best plan that meets your needs? Come learn which retirement plan is best for your company.
- Many small businesses are struggling to understand the features and benefits of their current retirement plans. Do you feel that you have a good understanding of all the features within your current retirement plan?
- 34% of small businesses noted the top reason for not having a retirement plan was the perception that it was too expensive. Did you realize that there is up to $500 in tax credits for 3 years if you start a new retirement plan? Learn why retirement plans may not be as expensive as you think.
In addition we will be covering ways to maximize contributions for key employees of the business.
The types of plans we will be discussing at this seminar include:
- Simple IRA and SEP Plans
- Individual 401(k) Plans
- 401(k) and 401(k) Safe Harbor Plans for small businesses
- How to maximize contributions through Cross Tested Profit Sharing Plans
- Defined Benefit Cash Balance Plans
- Non-qualified Deferred Compensation plans for key employees
After this seminar, you will be able to identify the benefits of sponsoring a retirement plan and be able to make an informed decision about which retirement plan option best meets the needs or your business.
About the Speaker: Leif Peterson, CLU
Unison Retirement Specialist, Financial Advisor
Leif specializes in helping individuals take control of their financial future through the process of planning, personalized service and prudent risk management. He has worked in the financial industry for 12 years. Beyond his experience as a financial advisor, Leif's background includes technical expertise in asset management, insurance and retirement income planning. His experience has put him in a unique position to provide comprehensive advice and service to clients.
About the Speaker: Joe Best, CRPS, AUF
Unison Retirement Specialist
Joe specializes in assisting employers with the management of their qualified retirement plans such as 401(k) and 401(b) plans. His services include provider evaluation, fiduciary support, investment selection and monitoring, plan design, and participant education. With over 20 years of experience in the retirement plan industry, Joe has worked as an underwriter, sales representative, and financial advisor. Those skills have put him in a unique position to provide comprehensive services to clients.
Securities and Advisory Services offered through KMS Financial Services, Inc. Member SPIC/FINRA. Unison is not an affiliate of KMS Financial.