Get a Retirement Plan That's
Right for Your Business

Get a Retirement Plan That's
Right for Your Business

We understand the demands of owning and running a business. Let Thompson Financial Group use our experience to provide solutions to you such as:

  • Attracting and maintaining employees through retirement benefits to employees
  • Transitioning your business to the next generation
  • Turning business assets into retirement assets

We implement and oversee retirement plans for small and large businesses. By providing the right plans for your business, we meet with employees to create an individualized plan to meet their investment objectives. Contact us to discuss setting up one of the following for your business: SIMPLE IRA, SEP IRA, 401(k), 403(b), 457, or a defined contribution plan.

Simple IRA: A type of tax-deferred employer-provided retirement plan in the United States that allows employees to set aside money and invest it to grow for retirement.

SEP IRA: A simplified employee pension (SEP) is a retirement plan that an employer or self-employed individual can establish. The employer is allowed a tax deduction for contributions made to the SEP plan and makes contributions to each eligible employee’s SEP IRA on a discretionary basis.

401k: A defined contribution plan where an employee can make contributions from his or her paycheck either before or after-tax, depending on the options offered in the plan. The contributions go into a 401(k) account, with the employee often choosing the investments based on options provided under the plan.

403b: A retirement plan for specific employees of public schools, tax-exempt organizations, and certain ministers. These plans can invest in either annuities or mutual funds. A 403(b) plan is another name for a tax-sheltered annuity (TSA) plan.

457 Plan: A type of non-qualified, tax-advantaged, deferred-compensation retirement plan that is available for governmental and certain non-governmental employers in the United States. The employer provides the plan and the employee defers compensation into it on a pre-tax basis.

Defined-Contribution Plan: A retirement plan in which a certain amount or percentage of money is set aside each year by a company for the benefit of each of its employees. The defined-contribution plan places restrictions that control when and how each employee can withdraw these funds without penalties

Your Family, Your Future

Let Us Help With Your Future

It's never too late to work towards a better future for yourself and loved ones.