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Small Business Benefit Plans

Small Business Benefit Plans. Diana Casteel Marwan Hage Erin Shaw Alex McKee. Definition of Small Business. Annual Dollar Volume Annual Sales Annual Receipts Certificate from Small Business Association. Small Business Benefits Association.

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Small Business Benefit Plans

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  1. Small Business Benefit Plans Diana Casteel Marwan Hage Erin Shaw Alex McKee

  2. Definition of Small Business • Annual Dollar Volume • Annual Sales • Annual Receipts • Certificate from Small Business Association

  3. Small Business Benefits Association • Exclusively for Small and Home-based Business Owners • Offer 50 Discounted Benefits Services • Personalized • One-on-one • Newsletters, helpful Specialists, Education, and Training to Small Business Owners

  4. Individual Retirement Accounts • SEP • Simple • Roth • Traditional

  5. Roth IRA and Traditional IRA • Tax Information • Withdrawal Rules • Eligibility Information • Contribution Information • Choosing between Roth and Traditional IRA Plan

  6. SEP • Tax Information • Withdrawal Rules • Eligibility Information • Company Usage • Contribution Information • Benefits of the Plan

  7. Simple IRA • Savings Incentive Match Plan for Employees -Tax Information -Withdrawal Rules -Eligibility Information -Company Usage -Contribution Information

  8. Defined Contribution Plans • 401(K) • Money Purchase Plan

  9. 401(K) Plan • Tax Information • Withdrawal Rules • Eligibility Information • Benefits of the Plan

  10. Money Purchase Plan • Employee Bears the Risk • Withdrawal Rules • Eligibility Information • Company Usage • Contribution Information • Expert’s Comments

  11. Questions?

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