Wachovia Small Business - Accounts and Services

Our retirement and savings plans are a great way to add value to your benefits program and reward employees for their hard work. With so many affordable and easily maintained plans to choose from, you'll find a plan that's right for your business.

For Businesses with Less Than 100 Employees

There are many account choices available to businesses with a smaller employee base. You might be surprised to find that many new retirement plans are not as expensive to create and maintain as years past.

Small Business Retirement Plan

For a business just starting a retirement plan or plans, with up to approximately $500,000 in retirement plan assets.

Owner-Only Business Retirement Plan

For individual business owners that only employee family members.

SEP IRA

A SEP IRA is a low-cost, easy-to-maintain retirement plan that allows you to invest for your future and the future of your employees.

Emerging Business Retirement Plan

For business with retirement plan assets between $500,000 and $3 million.

Product Comparison Chart

Compare the features and benefits of Evergreen Connect k, Evergreen OnePlan, and SEP Plan choices available to your small business.

For Businesses with 100+ Employees

As visible as you want your retirement plans to be to your employees and members, you may also need them to be invisible to you. Plans don't run themselves, of course, but Wachovia understands that the priority must be on seamless plan administration, responsive communications and education, and enough options to make the participants understand the true benefit of your retirement plan.

Full Service 401(k)

Why are 401(k)s such an effective employee retention tool? Flexibility and simplicity. Evergreen 401(k)Now* is a fully bundled retirement plan that is flexible enough to meet the needs of a broad range of employees, yet simple enough to be understood by all employees.

Profit Sharing Plans

Employer contributions with the flexibility to change contributions annually

Money Purchase Program

Employer contributions at the same percentage contribution each year.

Product Comparison Chart

Compare the features and benefits of the Evergreen 401(k), Profit Sharing Plans, and Money Purchase Plan choices available to your business.

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

Accounts and Services

For Businesses with Less Than 100 Employees

For Businesses with 100+ Employees

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