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Working / Accumulation Phase

Common Pension Plans For Small Business Owners

Updated for 12/1/2024

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:

  • Maximizing retirement savings
  • Incentivizing employees
  • Managing costs and administrative complexity
  • Optimizing income tax planning

To frame a comprehensive discussion with your business owner clients, consider pairing this with the “Common Retirement Plans For Small Business Owners” guide.

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Am I Eligible For A Qualified Business Income (QBI) Deduction?
Category: Working / Accumulation Phase, Tax Planning
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Category: Working / Accumulation Phase, Life Events
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Category: General, Working / Accumulation Phase, Estate Planning, Life Events
Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?
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What Issues Should I Consider As A Business Owner Or 1099 Worker?
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What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?
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