Options

Sometimes people feel that self employed or a business with less than 5 or 10 employees may have limited options - similar to health insurance planning choices. Thankfully attractive retirement and tax deferred plans are available (unlike health insurance options). These can include IRA, SEP IRA, small business 401k programs and single variable annuities or variable life policies. Self employed small business can set up the right planning and we are regulations experts and can advise you on the best path, as well as answering questions you may have.

Retirement Plan Links for Employers and Investors

Plan - In Service Distribution - 401 k Company - 401k Administration - Small Business Retirement Plan - Self Employed Plan - Plan Servicing Company - 401k Investing - Company Plan Provider

Let Us Help: (service for corporate plan managers)

If you are a company in need of servicing questions for your employees or have questions on fees, compliance or other areas of concern, please use our Company Retirement Plan Help Form

If you are an individual with a retirement account or 401 k and need assistance with in service distribution or other transfer rollover questions, American Investment Training can help. You can submit your question to our Investment Retirement Plan Help form for individual investors or insurance issues.

401 k Advice - Discussion Blog for Plan Administrators, Employers and Employees.