What are the benefits of implementing a retirement plan in my company?
Your ability to attract and retain the best talent can be severely handicapped without such a benefit. A decision to join your company may hinge on how your plan compares to the competition. Learn more about implementing a retirement plan.
What are target date funds?
A target date fund is an age-based retirement investment that helps you take more risk when you’re young and gets more conservative over time. Target date funds simplify the investment process, and for many investors, these funds can be an effective way to achieve diversification with only one investment product. Book a free appointment with me with me to learn more about target date mutual funds.
If I am self-employed, what kind of retirement plans can I establish?
There are four available plans tailored for the self-employed: Solo 401(k), SEP IRA, SIMPLE IRA, and Keogh plan.
Health savings plans (HSAs) and traditional and Roth IRAs are two more supplemental options.
Book a free appointment with me to learn more about retirement plans for self-employed individuals.
Does Prosperity 401(k) Advisors implement and advise on company retirement plans?
Because of the many complexities of plans, the industry has coalesced around two major types of providers: a one size fits all approach and a team approach. At Prosperity 401(k) Advisors, we take the team approach.
Book a free appointment with me to learn how we can help you run a terrific company retirement plan.
Should my payroll provider manage my 401(k)?
Book a free appointment with me to learn more about our retirement plan services.