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Small Business Retirement Plans

As a Small Business Owner, you've got big plans. Retirement is just one. At Legacy Planning Group, we do all the hard work so that you and your employees can focus on growing your business.  

Whether you are self-employed or the owner of a small business, we offer a wide range of retirement plans designed to meet your specific needs. Our advisers will help you select the plan that is right for your business, advise on investment selection, and help get everyone enrolled. 

Secure your future and that of your valued employees. 

Small Business and Self-Employed Retirement Plans

Taking into account your business needs, retirement goals, growth opportunities, and cash flow - we will help you select the plan that is right for your business.


A Simplified Employees Pension Plan (SEP IRA) is a retirement plan for small-business owners and self-employed individuals that is completely funded by the employer. This plan is easy to set up and maintain, offers tax-deductible contributions and earnings that grow tax-deferred, and allows for a flexible contribution schedule.


A Savings Investment Match Plan for Employees (SIMPLE IRA) is a tax-advantaged retirement plan for self-employed individuals and small businesses with less than 100 employees. This plan offers your employees a salary-deferral contribution feature along with a matching employer contribution, and tax-deferred growth potential. 

401(k) for Small Businesses

A 401(k) Plan can help you attract and retain valuable employees, while letting you enjoy tax advantages that may be available to you as an employer. This plan allows you to offer competitive benefits, and features tax deferred growth potential, pre-tax contributions for employees, and tax-deductible contributions for employers.