Small Business and Qualified Retirement Plans

Who Else Wants Great Tax Deductions and Increased Contribution Limits? Let us Show You How!

Compare Equity Trust Small business and Qualifed Retirement Plans

Small Business Plans

• SEP
  Enjoy large contributions toward retirement and large tax deductions with a SEP, but without the 401(k) paperwork. Perfect for sole-proprietors and small businesses with 25 or less employees.
• SIMPLE
  If the contributions for a Traditional or Roth IRA aren't enough, a SIMPLE might be your best option. Perfect for sole-proprietors and small businesses that pay themselves less than $45,000 and want to enjoy higher contribution limits.

Qualified Plans

• Solo 401(k)
  Combining the best of the SEP and SIMPLE, the Solo 401(k) is a qualified plan offering sole proprietors the opportunity to make the largest deductions and contributions towards retirement.
• Roth Solo 401(k)
  The same great benefits of the Solo 401(k), but with the tax benefits of Roth-type contributions. Plus, no income limits, everyone is eligible.
• 401(k)s
  Offer a self directed savings plan to your employees that allow individuals to set aside tax-deferred income for retirement in assets they know and understand.
• Roth 401(k)
  Offer the same great self-directed benefits of the 401(k), but with the tax benefits of Roth-type contributions without the income limits.