Retirement Plan Solutions for Your Business

Are you considering sponsoring a retirement plan for your employees?

Perhaps you have an existing retirement plan that is no longer meeting your needs.
Have you simply outgrown your current plan?
Have your ownership objectives changed?
Maybe you are dissatisfied with certain features or the current service of your plan.

There are a number of reasons to re-evaluate your options, including changes to recent tax laws that could benefit your business with the right plan in place. A retirement plan through PrimeVest^® Financial Services, Inc. (PrimeVest) can help:

• Reduce your business taxes;
• Provide you a potential tax credit;
• Build vital savings for you and your employees; and
• Provide an attractive benefit to recruit, reward and retain valuable employees.

Your business needs are unique and your retirement plan should be closely aligned with your goals. But selecting the right plan can be a daunting task. Let us make the process easier. We’ll walk you through every step, building the optimum retirement plan for your unique situation.

Our analysis will include significant factors such as cost, plan features, record-keeping services and tax implications.

We can build a customized plan that makes the most of your opportunities.

Your investment executive is ready to help you evaluate your company’s retirement plan needs. The process starts by gathering key information about your business and identifying specific goals you wish to accomplish by sponsoring a retirement plan.

Your retirement plan options include:
• Payroll Deduction IRAs
• SEP IRAs
• SIMPLE IRAs
• Profit Sharing Plans
• Age Weighted Profit Sharing Plans
• New Comparability Profit Sharing Plans
• 401(k) Profit Sharing Plans (including single-person-business option)
• Safe Harbor 401(k) Profit Sharing Plans
• Money Purchase Plans
• Defined Benefit Pension Plans

You may be interested in providing a greater benefit for your key employees and/or yourself. In that case, a custom plan-design study to determine whether or not you would be a candidate for an Age Weighted or New Comparability Profit Sharing Plan can be prepared for you.

In All Cases, We Will:
• Analyze your specific needs and goals, ensuring that every unique element of your business has been considered.
• Compare your ambitions and your business’ distinct characteristics to our broad, diversified retirement plan offerings. PrimeVest’s vast array makes it possible for you and your investment executive to build the ideal plan to fit your needs.
• Make a recommendation that pinpoints the most suitable retirement plan for your business.

We understand the unique challenges and opportunities you face. We’ll help you make the right choice for your business. We provide retirement plan solutions that work for your business today and provide for your growth tomorrow.

Contact your PrimeVest investment executive to learn more about retirement plan options and help make your future easier.

Consult your legal and/or tax counsel for advice and information concerning your particular circumstances. Neither PrimeVest nor any of its representatives may give legal or tax advice.