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When: Tuesday, September 18, 2018, 11:30 AM to 1:00 PM

Where: The Georgian Club, 100 Galleria Parkway, 17th floor, Atlanta, GA 30339, 770-952-6000

Topic: Retirement Plans for Small Businesses

Retirement Plans for Small Businesses

A retirement plan can help you and your employees save for the future as well as provide significant tax advantages.  There are many retirement plans to choose from, each with unique features.  Ed and John will help you make the right decision by reviewing the questions that you’ll need to ask in order to select a plan that is most appropriate for you, your business and your employees.  Among the options that will be reviewed are:A retirement plan can help you and your employees save for the future as well as provide significant tax advantages.  There are many retirement plans to choose from, each with unique features.  Ed and John will help you make the right decision by reviewing the questions that you’ll need to ask in order to select a plan that is most appropriate for you, your business and your employees. 

In this seminar on Retirement Plans for Small Businesses, you’ll learn:

  • Simplified Employee Pension (SEP)
  • SIMPLE IRA
  • 401(k) and Profit-sharing
  • Individual 401(k)
  • Defined Benefit plans
  • Traditional vs. Roth Plans


As an employer, you have an important role in helping America’s workers save.  You have the opportunity to prepare for your retirement, reduce income tax, and attract and retain employees.

You will also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.