RetirEez (Individual 401(k) Plan)

Like most self-employed business owners you know how to successfully run your business, but planning for your retirement may be a different matter. Designed specifically to benefit solo entrepreneurs and other home based and small business owners, the RetirEez Individual 401(k) Plan takes advantage of US tax law changes enacted several years ago. RetirEez gives you all the benefits of a traditional retirement Plan, including reduced taxes and a retirement account that grows tax-deferred, at an affordable price. Finally, a good retirement option for you!

What Is An Individual 401(k) Plan?

An Individual 401(k) Plan (also known as a Solo(k), allows a self employed professional, with no employees other than their spouse, to save tax-free money for their own retirement. It is easier to establish and manage than other retirement options for small business owners, and nearly all business entities are eligible to participate (including sole proprietors, corporations (including S-corps), LLPs and LLCs -- and even part-time solo business owners.

The annual contributions into an Individual 401(k) can be include 2 parts: a tax deductible salary deferral, and an additional tax deductible profit sharing contribution of up to 25% of compensation (slightly less if unincorporated or 100% of the 415 limit, whichever is less). A self-employed professional and their spouse may each contribute up to the same limits for a traditional 401(k) plan.

RetirEez Gives You All The Benefits of a Traditional Retirement Plan

A RetireEez Individual 401(k) Plan provides a retirement service that will continually meet the changing requirements of the IRS. The Plan can be designed to suit any business' needs, and has the ability to expand and change as the business grows and retirement needs change. And, it is inexpensive and easy to maintain.

	Reduce your current taxes - including Social Security and self-employment taxes.
	Grow your retirement account tax-deferred.
	Maximize your savings with tax-deductible salary deferral and an additional tas deductible profit sharing contribution up to 25% of compensation.
	Take tax-free, penalty-free loans of up to 50% of the balance of your 401(k) Plan account balance.
	Self-direct your investments.

RetirEez Individual 401(k) is easy to maintain and inexpensive

	Choose a calendar year or fiscal year Plan.
	Take advantage of options such as salary deferral limits, catch up, and 100% vested contributions.
	Annual increase or decrease of contributions to maximize profitability.
	Access independent Plan administration and investment products, including Plan documentation you need to prepare your taxes.
	Receive toll-free support and guidance.
	Expand your retirement plan as your business grows.
	Enjoy the assurance of IRS and document compliance.

Get Started

Download the application form
Contact: Tom Pugliano Total Administrative Services Corporation 800-422-4661, Ext. 4354 tomp@tasconline.com
Solo-E.com is a registered wholesaler for RetirEez. We'd appreciate it if you would use the form above with our provider number, or mention Solo-E or our provider number (TAS-00-5811), when you contact TASC.