The expertise and options to determine
the right 401K retirement plan.

Our investment professionals will review and help employers and entrepreneurs plan a 401K retirement strategy.

Yet everyone has different retirement planning needs. There are a variety of options beyond the traditional pension plan, 401(k) and IRA that can address those personal circumstances. American Benefits professionals use their expertise in financial planning to help clients choose from the dizzying array of retirement plans, which include:

  • IRAs
  • Roth IRAs
  • Individual k
  • SEPs
  • New comparability plans
  • Money purchase plans
  • Defined benefit pension plans
  • 403(b)s
  • UNI(k)
  • Pension plans
  • Age-weighted pension plans
  • Roth 401(k)
  • Safe Harbor 401(k)

For business owners, choosing the right retirement plan for their employees depends on a variety of factors, including number of employees and age of employees. Another issue to consider is whether the owner is able to maximize his or her own 401(k) savings. If employee participation in the company 401(k) plan is low, employers are not able to invest as much of their own savings.

Other questions for employers to consider when devising a 401(k) strategy include:

  • What does it take to set up a 401(k)?
  • What is it going to cost me?
  • What am I committing to?
  • How complicated will this be for me as an owner?
  • What investment plans does American Benefits offer?

Setting up a 401(k) does not need be complicated. American Benefits financial planning professionals can guide individuals and business owners through the selection, implementation and ongoing life of the retirement plan, while also maximizing an employer’s investment benefit. We can also advise individuals on how best to invest their hard-earned dollars into their own 401(k) plan.

Call American Benefits today to set up an appointment with an investment professional who can review your current 401(k) plan level and find the best option for your retirement needs. Your future self will thank you for it.

Registered Representative and Investment Adviser Representative of and offers securities and advisory services through Signator Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Adviser. American Benefits Financial Services, Inc and Signator Financial Services Inc., are unaffiliated.

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