If you're the owner of a small to mid-sized business, a 401(k) plan may actually prevent you from getting the benefits you deserve from your retirement plan. There are multiple plans available, and your Benetrends Financial team will help you choose and manage the best financially viable option. The best plan designed for you and your business may change as your business grows or your goals change. Our experience and expertise in retirement plan design has shown that although the best plan design may be one of the options below, many times it will be a combination of plans.
“The Benetrends team are awesome. They made it easy for my wife and I to convert portions of our 401(k) into a "Rollover as Business Startup". We utilized these funds to purchase the property and have access additional capital to build and operate our company during the startup phase. They created a profit sharing program for us and our employees. Now instead of just relying on the stock market to grow our future we now have control over our own financial future. Thank you Benetrends for making our dreams possible!”
Carrie & Paul L.
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