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Retirement Plans for Small Business

Having an employee retirement plan in place can be a great way to attract and retain quality employees. But what type of plan should you choose? At Culbertson Financial Services, we help you evaluate the various plan options and choose one that makes sense for your business and employees. There are several types of defined contribution plans you may wish to consider, including:

  • Simplified Employee Pension Plan (SEP-IRA)
  • Savings Incentive Match Plan for Employees (SIMPLE IRA)
  • Savings Incentive Match Plan for Employees (SIMPLE 401(k))
  • 401(k) Profit Sharing Plan

We will help you establish, monitor and optimize the retirement plan that best meets your needs.

Ready to get started? Contact us to learn more.

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Contact Us

105 West Main St.
Boalsburg, PA 16827

(814) 808 - 6029
Dan.Aiello@lpl.com

Disclaimer

Securities and Advisory Services Offered Through LPL Financial, A Registered Investment Advisor. Member FINRA / SIPC

The LPL registered representatives with Culbertson Financial Services may only discuss securities or transact business with persons who are residents of CA, FL, GA, MA, MD, NY, OH, PA, SC, VA, and WV.

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