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Small Business and Self-Employed Retirement Plans

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. Let us help you select the plan that is right for your business, advise on investment selection, and help get everyone enrolled. 

Taking into account your business needs, retirement goals, growth opportunities, and cash flow - Legacy Planning Group 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. It offers tax-deductible contributions, earnings that grow tax-deferred, and 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.