We’ve customized plan offerings to maximize tax credits. Check out our calculator to estimate your plan cost and available tax credits to reduce your fees. Plus, you can qualify for even more by matching your employee contributions. Calculate 401(k) Costs & Tax Breaks ...
Footnote 3 Plan- and participant-level administrative and recordkeeping services for Merrill Small Business 401(k) plans are provided by Ascensus. Investment advisory and fiduciary services are provided by Morningstar Investment Management LLC, a registered investment advisor and wholly owned subsidiary...
“We are starting a small business retirement plan and Ubiquity has been excellent helping us get started. The process of creating a plan was simple and well guided. Their system is easy to use.” Christina G. “This is, by far, the easiest 401(k) plan I've ever administered. It's ...
One in ten U.S. workers is self-employed. Many don’t have a plan in place for the future. Learn the ins and outs of small business retirement planning with EP Wealth Advisor Eric Nikssarian.
Retirement Plans For Your Business We are a Third Party Administrator (TPA) that works with all types of industries, providing expert retirement plan design, compliance, administration, and record-keeping services. Our partners (CPAs, business managers, owners and financial advisers) work with us ...
Whether you're self-employed or a small-business owner, there is a wide range of retirement plans designed to meet your needs. Learn more here.
Retirement planning can seem daunting enough for individuals. For small business owners, the pressure to choose a plan may seem even more overwhelming. In reality, though, entrepreneurs are well-equipped to evaluate business needs, engage in long-term planning and carefully compare options – all ...
Internal Revenue Service (IRS) to small-business owners regarding their retirement plan in compliance with the federal-tax regulations. Statement of the IRS on the reason behind the failure of some comp...
SIMPLE plan investment choices are limited to mutual funds. Individual 401(k) Also known as SOLO 401(k) or i401(k), for self-employed business owners and spouses who are employed by the business. C corporations, S corporations, and LLCs with no common-law employees, may also establish an...
Does my business have to contribute to employee accounts? What is a safe harbor plan? How much does it cost to set up and administer a Small Business 401(k) for my company? What is the difference between Roth and traditional 401(k) contributions?