OWNER-ONLY BUSINESS RETIREMENT PLANS
Until very recently, retirement plan options for owner-only businesses1 were limited and the available choices had significant drawbacks.
But now, Wachovia Retirement Services is pleased to offer Evergreen OnePlanSM—a convenient, cost-effective retirement plan solution2 designed specifically for businesses in which you or you and your spouse or children are the only employees.
Big plan features with a small company focus
- Quick and easy to establish—online plan establishment and enrollment under an IRS-approved prototype plan document.
- Simplified fee structure—including load-waived access to a comprehensive range of investment options from leading mutual fund families.
- Consolidation—your IRAs, SEP and SIMPLE IRAs, 401(k)s, and profit sharing and money purchase plans can all be consolidated within the Evergreen One Plan.
- All the features of large company plans—daily account valuation, toll-free administrative support, required compliance testing and tax reporting, quarterly and annual plan account statements, even the ability to take loans.
Email This Page
Printer Friendly Version
