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Company Retirement Plans

How Does A Simple IRA Plan Work?

How Does A Simple IRA Plan Work?

Not every company with employees should have a 401(k) plan.  In many cases, a Simple IRA plan may be the best fit for a small business. These plans carry the following benefits No TPA fees Easy to setup & operate Employee attraction and retention tool Pre-tax...

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Simple IRA vs 401(k) Plan

Simple IRA vs 401(k) Plan

Should your company be sponsoring a Simple IRA or 401(k) plan?  These are the two most common employer sponsored retirement plans for companies that have employees.  There are a lot of differences between these two types of plans:   Eligibility...

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How Does A SEP IRA Work?

How Does A SEP IRA Work?

What is a SEP?   SEP stands for “Simplified Employee Pension”. The SEP IRA is one of the most common employer sponsored retirement plans used by sole proprietors and small businesses. Special Establishment Deadline   SEP IRA's are one of the few retirement...

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Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.