If you are a small business owner looking for an inexpensive way to add a traditional style 401(k) retirement plan, there is a way. The IRS has cleared the way for small businesses to join an existing 401k plan with multiple employers and avoid a costly set up for your own separate plan. Its easy and convenient and participants will have access to a web site and choose from a robust lineup of investment options. If you are interested to hear more, give me a call or send me an email to discuss in more detail.
Robert Canterbury (Bob) is a Senior Advisor within BST’s Wealth Management division. Bob assists clients with investment planning, risk analysis, appropriate asset allocation, investment selection and on-going evaluation. Bob also advises clients in the areas of cash flow, retirement, insurance and estate, planning.
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Posted on October 2, 2019 at 10:21 AM