Small Business Retirement Plans
A retirement plan may help to:
• Reduce business taxes
• Provide potential tax credits
• Build retirement savings for you and your employees
• Provide an attractive benefit to recruit employees
• Reward and retain valuable employees
Benefits of working with PRIMEVEST:
• Guidance - PRIMEVEST will help you determine which retirement plan best suits your company’s goals.
• Flexibility - Choose from a wide variety of retirement plan options offering numerous choices of investments and administrative services.
• Efficiency - PRIMEVEST offers the complete service, saving you time and money. Full arrays of retirement plan service providers are available to fulfill your needs. These firms provide “turnkey” programs that wrap plan documentation, plan administration, investments and employee education into one bundled product.
Retirement Plan Options
• Simplified Employee Pension (SEP) IRA
• SIMPLE IRA
• Profit Sharing Plan
• 401(k)
• Safe Harbor 401(k)
• Money Purchase Plan
Contact the PRIMEVEST Investment Center to inquire about a new plan or have your current plan reviewed.
Disclosure
PrimeVest Financial Services, Inc. is an independent, registered, broker/dealer, Member SIPC/FINRA, and is not affiliated with Citizens State Bank. View PrimeVest privacy policy and other important information.
Securities and insurance products provided by PRIMEVEST:
• Are not FDIC insured
• May go down in value
• Are not guaranteed by the financial institution
• Are not financial institution deposits
• Are not insured by any federal government agency
Consult your tax counsel for advice and information concerning your personal circumstances. Neither Primevest, nor its representatives may give tax advice.