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Small Business Retirement Plans

We help business owners establish and maintain SEP IRA’s, SIMPLE IRA’s and 401k plans, and Profit Sharing Plans  for their business. Each of these qualified retirement accounts are unique and meet specific needs of the employer. They each have different rules and regulatory requirements. Some qualified retirement plans fall under IRS rules only, while other plans fall under IRS and ERISA rules and the oversight of the Department of Labor (DOL). IWM has the expertise to guide business owners to determine which plan is best suited for their situation and needs.

The Latte Lie and Other Myths


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