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Efficient 401(k)/SBO-K and Profit-Sharing Plan Strategies for Your Small Business Clients (EPS2)

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Small business owners are on their own when it comes to saving for retirement. Establishing retirement plans for their businesses would help ensure that their employees have an opportunity to build a retirement nest egg. While a small business owner has several options to choose from, key features and benefits must be considered to determine suitability. Additionally, the fact that certain plan types are easy to establish and maintain while other types are more complex and offer less flexibility, may drive the decision-making process. For advisors who help these small businesses save for retirement, the benefit is two-fold. The small business owner gets help planning for a financially secured retirement and advisors create an opportunity to grow their business. In this webinar, we focus on 401(k) plans, including Small Business Owner (SBO)-Ks and profit-sharing plans.
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