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Discover the retirement plan for your needs

Retirement Plans for Individuals:

PlanVest Financial can assist individuals in determining which retirement plan they may qualify for and that will provide the most tax and cost effective long-term investment/savings strategy. We can explain the differences in the types of retirement plans and the pros/cons of rolling over your employer retirement plan to an IRA. Some of the retirement plans available to individuals include:

  • Traditional IRA
  • Roth IRA
  • Individual 401(k)

Retirement Plans for Employers:

Retirement Plans are a great way for you and your employees to bridge the gap from careers to retirement. Small business owners, medical practitioners and professionals realize that offering a retirement plan is a great way to attract and retain key employees. We help you evaluate the various types of retirement plans; find the right plan platform; and administrator to fit your particular situation, all with a reasonable cost structure. For employers looking for a retirement plan, we:

  • Provide plan design assistance and conversion services
  • Review and recommend a diversified group of investment options
  • Educate the plan sponsor regarding fiduciary responsibilities
  • Plan and implement an effective employee education program
  • Meet with individual participants as needed to help them with their investment allocations

Some of the retirement plans available to employers include:

  • 401(k) Plans for businesses
  • 403(b) Plans for nonprofit institutions
  • 457(b) Plans for governmental employers
  • SEP IRA (Simplified Employee Pension IRA)
  • SIMPLE IRA (Savings Incentive Match Plan for Employees IRA)

Retirement Planning Content

Borrowing from Your 401(K)?

Borrowing from Your 401(K)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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Sep IRA for Your Business?

Sep IRA for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Power of Tax Deferred Growth

Power of Tax Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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