|
For a business just starting a retirement plan or plans, with up to approximately $500,000 in retirement plan assets. | - Affordable, easy to set up
- May be primarily employee funded
- Pretax contribution advantages
- May include employer contributions or matching contributions, subject to vesting schedules
- Flexible plan design, including loans
- Wide range of investment options
|
For individual business owners that only employ family members*. | - Online plan establishment
- IRS-approved prototype plan document
- Online plan disclosures
- Toll-free administrative support
- Daily account valuation
- All required compliance testing
- All required tax reporting
- Quarterly and annual plan account statements
|
Small businesses who want to save for retirement as well as offer a retirement plan for their employees | - Tax-deferred earnings for employees
- Tax deductible contributions
- Quick, easy setup
- Wide range of investment products
- Professional guidance from a Wachovia Securities Financial Advisor available
|
For business with retirement plan assets between $500,000 and $3 million. | - A wide range of investment options
- A suite of customized multi-media tools
- Full-service, 24/7 support
- Fully automated, multi-fund family trading
- Compliance testing and reporting
- Participant statement production and fulfillment
- Sponsor and participant communications
|
Email This Page
Printer Friendly Version
