Whether you have one employee or several thousand employees, Place Trade Financial will be happy to talk to you regarding your business retirement plan options. Business retirement plan options include SEP-IRAs, Simple-IRAs, Self Employee 401(k)s and 401(k)s for larger businesses. For even more information on retirement planning visit Path to Investing.
Are you a retirement plan fiduciary?
Do you know your responsibilities under ERISA? Do you realize what may happen if you fall short on your duties as a fiduciary? Let us help you as you take the steps to help protect yourself from liability. Call Place Trade Financial for a free guide to fiduciary responsibility or to conduct a fiduciary review.
Group College Savings Program
If your company has 250 or more employees, contact us about setting up a group college savings plan. It’s a great way to save for college through payroll deductions!
Call 1-800-50-PLACE.
For more information visit www.irs.gov.
The above information is not intended to be tax or legal advice and should be used for educational purposes only. Please consult your attorney and/or tax advisor prior to making any investment related decisions.
Deductibility limits can be confusing and tax laws are frequently changing. It is always best to review your specific situation and/or circumstances with a qualified tax advisor.