Business Retirement Plans

Small business retirement plans provide a powerful asset for your business. They can help you:

  • Save money in taxes for your business. Employer contributions to the plan are generally tax deductible for federal income tax purposes.
  • Maximize your business's profitability by helping to attract and retain quality employees
  • Boost employee productivity further improving your business's bottom line
  • Enjoy significant tax advantages when saving for your retirement

Finding the right plan for your business can be challenging. With so many different types of retirement plans to choose from, the task can seem overwhelming. It is important that you choose a plan that best suits your needs, your business's needs and the needs of your employees, without compromising your ethical values. As a plan sponsor and fiduciary to a qualified retirement plan, you need someone on your side to assist you with your responsibilities to the plan. We can help you:

  • Select the plan that is most appropriate for your business
  • Educate you and your employees about your plan
  • Service your plan whenever needed (make plan amendments, loans, and much more)

Click here for our Small Business Retirement Plans Fact Chart.

Selecting the right plan is critical, but it is only the first step. The next is deciding how to manage it. When you choose the Ethical Wrap Program, we can help you:

  • Plan: Evaluate your financial situation and future goals
  • Allocate: Develop a disciplined asset allocation strategy
  • Diversify: Create a well-diversified portfolio that is professionally managed
  • Screen: Invest in companies that are in harmony with your values
  • Rebalance: Review and adjust your portfolio regularly

Do you already have a retirement plan for your business? Discover how we can help you:

  • Enhance your plan with smarter investment choices
  • Align your investments with your ethical investment philosophy
  • Streamline administrative functions to reduce your plan’s costs
  • Review your plan to ensure it is the right one for you

To get started, complete this business census worksheet. Then call 888-862-9923 or email info@azzad.net to discuss your needs.

Note: Azzad Asset Management does not provide tax or legal advice.