Benefits show your employees that you are invested in not only their overall health but their future. Benefits can help you attract and retain talent and are an essential part of building a workplace culture that will help your business thrive. We know that’s important to you, so we’ve worked to create more solutions for you and your employees!
A win-win for employers & employees! HSA's give employees more control over their health care dollars. Employers and employees can save money on insurance premiums with lower-cost HSA-eligible health insurance plans.
IRA (Individual Retirement Account) is a tax-advantaged savings vehicle - putting you in charge of your retirement plan. The specific tax benefit depends on the type of IRA: Roth or Traditional. We’re happy to talk to you about the difference between the two, but advise you see a tax advisor to help you determine which is best for you.
Can rollover from an employer plan
Transfer from an existing IRA
Start funding a new plan with as little as $100
Lump Sum Deposit (Contribution Limits apply for lump sum deposits)
Depending on your plan, you may qualify for tax credits, or funds may grow tax free
SEP (Simplified Employee Pension Plans) are a plan that allows you to provide a retirement benefit to your employees. SEP plans help employers attract and retain quality employees while meeting the increasing need for financial security at retirement.
Sole proprietor, partnership, and corporation all qualify
Plan contributions are tax deductible to the employer
Employers set eligibility criteria such as: Age, Service, & Compensation
Earnings are not taxed until they are withdrawn for employees