Individual 401(k) Solutions

For Corporations or Private Companies with fewer than 25 employees

The Individual 401(k) plan is designed to help small business owners like you maximize your retirement savings contributions, while letting you focus time and energy on building your company.

Who's eligible?

Business owners with no employees other than certain family members (spouses, children, parents, grandparents)
Partnerships whose only employees are self-employed
Independent contractors (earning 1099 pay) who have no employees

What are the advantages?

Potential to contribute more on a tax-deferred basis than other plan options.
Opportunity to save on your personal and company taxes.
Flexibility to vary your annual contributions.
Easily consolidate existing retirement savings.
Opportunity to take loans.

Tool you can use

Access a retirement savings calculator for a comparison of the Individual 401(k) plan to similar plans.

Start Today

Call us at 1.800.952.3343 to ask questions or to get in touch with a financial professional.

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