Small Business Owner Retirement Plans
Date and Time
Friday Jul 3, 2026
9:00 AM - 10:00 AM PDT
9AM First Friday of the month
Location
MUST REGISTER: Virtual - Zoom link provided upon registration
Fees/Admission
FREE - Must register by e-mailing pamela.malcolm@edwardjones.com or call (206) 489-0035.
Contact Information
Pamela Malcolm 206-489-0035
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Small Business Owner Retirement Plans
Description
About
Decisions, decisions When choosing a small business retirement plan, the decision typically comes down to two primary issues:
1. What do you want to accomplish with the retirement plan?
2. As the business owner, how much flexibility do you need?
Retirement plan options for small businesses
• Simplified employee pension plan (SEP IRA)
• Savings incentive match plan for employees (SIMPLE IRA)
• 401(k) plan
• Defined benefit plan
2. As the business owner, how much flexibility do you need?
Retirement plan options for small businesses
• Simplified employee pension plan (SEP IRA)
• Savings incentive match plan for employees (SIMPLE IRA)
• 401(k) plan
• Defined benefit plan
