Education Breakfast Recap: Which Retirement Plan is Right for Your Business

I would like to thank those of you who attended the Business Retirement Plan discussion at the offices of the HBA for coming out, especially considering the impending weather! If there are other HBA members who are curious about Business Retirement Plans, or are considering changes to their existing 401(k), SIMPLE, or SEP plans I would welcome an opportunity to speak with you and learn more. One of the key benefits I can offer in addition to comprehensive and conscientious service includes employee education with one-on-one planning discussions with your employees.

Check out the documents below outlining different retirement plan options for your business:
Which retirement plan is right for your business?
Business retirement plan comparison chart

The best way to reach me is through my office at (616) 363-0689 or by email at


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