Workplace Retirement Program
Kopp Financial helps organizations with workplace retirement plans. Perhaps you are starting your first 401(k) plan, or maybe you need a fresh start and want to transfer your existing plan to a new provider.
Either way, our solution provides a first class 401(k) solution for your staff, integrates seamlessly with your organization, and best of all, it is fairly priced.
For very small businesses, it may be best to keep things simple. As an alternative to a 401(k) you can establish a "Savings Incentive Match Plan for Employees". With a SIMPLE IRA, you can establish retirement accounts in the names of your employees. While this option does not provide the flexibility of a 401(k) plan, the regulatory landscape is much easier to navigate.
See the document below to learn about setting up a SIMPLE IRA with Kopp Financial.