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401(K) PLANS

401(k) plans can be a powerful tool in promoting financial security in retirement. They are a valuable option for businesses considering a retirement plan, providing benefits to employees and their employers.

A well-designed 401(k) plan can help attract and keep talented employees.

It allows participants to decide how much to contribute to their accounts.

Employers are entitled to a tax deduction for contributions to employees’ accounts.

A 401(k) plan benefits a mix of rank-and-file employees and owners/managers.

The money contributed may grow through investments in stocks, bonds, mutual funds, money market funds, savings accounts, and other investment vehicles.

Contributions and earnings generally are not taxed by the Federal Government or by most State governments until they are distributed.

A 401(k) plan may allow participants to take their benefits with them when they leave the company, easing administrative responsibilities.

THE ASSURITY SHIELD

What sets Assurity Financial Group apart from the crowd is our broad focus on how all aspects of your financial life work together. Regardless of which financial topic is of primary concern at any given time, we strive to consider the secondary effects that can carry over to another area of your financial life.

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We are your Independent Specialists for:


			Assurity Life Advisors	Assurity Wealth Management	Assurity Financial Planning	Assurity Tax Advisors

			Our proprietary life quoting software allows us to illustrate and compare the lowest rates on over 2,000 life insurance companies	Offering low risk no-load, managed investment accounts; with low fees specific for retirees and seniors.	Planning; including life insurance, wills, trusts, estate planning, reverse mortgages, long-term care, gifting and wealth transfer.	Everyone should arrange their financial affairs so that taxes are as low as possible. This ideal is important at any age, or any area of concern during your financial life.

• Adopt a written plan document

• Arrange a trust for the plan’s assets

• Develop a recordkeeping system

• Provide plan information to employees

Once a 401(k) plan is established the small business owner assumes certain responsibilities in operating it.

• Participation

• Contributions

• Vesting

• Nondiscrimination

• Investing 401(k) plan monies

• Fiduciary responsibilities

• Disclosing plan information to participants

• Reporting to government agencies

• Distributing plan benefits

An important decision will be whether to manage the plan yourself or to hire a professional or financial institution

Assurity Financial Group has the experience and resources to guide you through the process of evaluating, selecting, monitoring, and reporting a small business 401(K)

Latest News

Disclaimer 10 September 2014

Our Credentials (3) 22 April 2014

About Assurity Financial Planning 04 September 2014

Assurity Services 18 November 2014

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