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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 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 • 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
Individual Retirement Accounts • SEP • Simple • Roth • Traditional
Roth IRA and Traditional IRA • Tax Information • Withdrawal Rules • Eligibility Information • Contribution Information • Choosing between Roth and Traditional IRA Plan
SEP • Tax Information • Withdrawal Rules • Eligibility Information • Company Usage • Contribution Information • Benefits of the Plan
Simple IRA • Savings Incentive Match Plan for Employees -Tax Information -Withdrawal Rules -Eligibility Information -Company Usage -Contribution Information
Defined Contribution Plans • 401(K) • Money Purchase Plan
401(K) Plan • Tax Information • Withdrawal Rules • Eligibility Information • Benefits of the Plan
Money Purchase Plan • Employee Bears the Risk • Withdrawal Rules • Eligibility Information • Company Usage • Contribution Information • Expert’s Comments