Retirement Plans
Retirement Plans
Employees are one of the most important assets to a small business. We will help you select the best retirement plan for your company so you can attract and retain those treasured employees.
There are many choices when selecting the plan that best fits your unique situation:
401(k) Plans
A 401(k) is a qualified plan that allows for employee pre-tax contributions. The value of a 401(k) investment grows tax deferred until withdrawn, when it's taxed as ordinary income.
Individual 401(k)
An individual 401(k) plan for owner-only businesses - those with no employees other than the owner's spouse and no plans to add employees in the near future.
SEP-IRAs
SEP-IRA stands for Simplified Employee Pension IRA. It's a tax-deferred retirement plan for small business owners, where the employer makes deductible contributions to their own IRA, as well as, deductible contributions to IRAs for eligible employees. We can help you set up your SEP-IRA.
SIMPLE-IRA
SIMPLE stands for Savings Incentive Match Plan for Employees. It's a payroll deduction plan that permits an employee to make pre-tax salary deferral contributions in addition to the employer's contribution.
For more information please call (937) 283-3111 or 1-800-837-3011.
* Securities and insurance products are offered by PrimeVest Financial Services, Inc., an independent, registered broker/dealer and registered investment adviser. Member FINRA / SIPC . Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided. Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. View PrimeVest's privacy policy and other important information.
Insurance and investment products are not a deposit, not FDIC insured, not guaranteed by National Bank and Trust, not insured by any Federal Government Agency, May Lose Value.
