Business Services
Our licensed representatives can help you select the retirement plan that is best for your business.
For example
if you are concerned about: |
You may want to consider: |
Minimizing administration time and cost. |
SIMPLE IRA or SEP |
Controlling employee eligibility because of a high number of part-timers. |
Profit Sharing or Money Purchase Plan |
Limiting vesting because a high percentage of employees leave within 2 years. |
Profit Sharing , Money Purchase Plan, or traditional 401(k) |
Having enough money each year to fund the plan. |
SEP or Profit Sharing Plan. |
Giving employees the option to contribute. |
SIMPLE IRA or traditional 401(k). |
Tax Shelter the maximum amount of money. |
Money Purchase Plan or a Profit-Sharing and Money Purchase Plan. |
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Contact Newtown Investment Solutions or visit any location for an appointment.
Newtown Investment Solutions offers access to securities through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Investment and insurance products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.