Whether you’re a sole proprietor, partnership, LLC, S corporation, or nonprofit, you have many tax-saving options that allow you to save for retirement. Koenig Investment Advisory has experience working with organizations on both employer-directed and employee-directed basis.
Contact us today to find out the easiest way to get started. Koenig Investment Advisory can advise you on and then implement retirement plans based on your needs.
Under employer-directed plans, we work closely with company administration to establish the plan, set guidelines, and select from a defined set of investment options. Plan review and performance reporting is available to the company on an annual basis. Account setup, investment selection, and quarterly reporting are conducted individually with each subscribed employee.
By their very nature, employee-directed accounts have fewer restrictions on investment options. Employee-directed accounts are available directly to qualified individuals covered under SEP or SIMPLE IRAs. These accounts are reviewed, and performance reporting is available to the individual employee on an annual basis. Account setup, investment selection, and annual reporting are conducted directly with the account owner.