December 19, 2024
Q4 Drive: A SIMPLE Opportunity to Start the New Year
Q4 Drive for small businesses . . . finish strong and tee up 2025
As business owners wrap up the year their thoughts are already on to the next . . . taxes, employee benefits, and their own retirement savings plan.
The end of Q4 is an excellent time to start talking with small business owners about the SIMPLE IRA and what it can do for their business.
- Optional saving plan for themselves and employees, helping with employee retention
- A business tax deduction for next year
- No set up or ongoing plan costs
- Portable when employees separate from service
On January 1 the window re-opens for businesses to add a new SIMPLE IRA plan and we have the resources to help support your prospecting!
Use these to start the conversation.
Comparing Retirement Plans flyer
(SIMPLE, SEP v. State Mandate)
Cat No. 106660
SIMPLE IRA Employer flyer
Cat No. 64022
Plan Implementation Checklist
Cat No. 102279
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