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Updated for 12/1/2023
Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique situation, must be considered in order to select the appropriate plan or combination of plans.
To help differentiate between the most commonly adopted pension plans, we have created this chart. You can use this guide when comparing plan options and discussing your client’s goals regarding:
To frame a comprehensive discussion with your business owner clients, consider pairing this with the “Common Retirement Plans For Small Business Owners” guide.