What Retirement Plan is
best suited for your Business?
Find the right solution in less than 5 minutes
1. How Many Employees* Do You Have?
Why is this important?
The number of employees you have helps determine which plans your business may be eligible for.
2. How much would you like to contribute into the plan for yourself and your employees?
Why is this important?
Contribution limits vary across different types of plans. Identifying a range for the contribution that you would like to make into the plan will provide the most appropriate plan options based on these limits.
3. When it comes to making contributions into a plan, which of these matters more to you?
Why is this important?
Some retirement plans provide flexibility in terms of the contributions that can be made into the plan each year while others require more consistent contributions. Identifying which is more important to you will help narrow down the list of options.
4. Would you like to provide yourself and your employees with the ability to make salary deferral contributions into the plan?
What are salary deferrals?
Having this option in your retirement plan will allow participants to have money taken out of their paycheck and placed in a retirement account where it will accrue on a tax deferred basis along with any employer contributions. You may want to consider a plan with a salary deferral option if you want to provide employees with the opportunity to save more for their retirement and not rely solely on employer contributions
5. Which of these would you prioritize in the design of your business’ retirement plan?
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
Qualified plans are offered and administered independently of the companies of National Life Group. National Life is bound only by the terms of the life insurance contracts issued by the Group insurance companies. The companies of National Life Group® and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
TC91901(0916)P
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
Qualified plans are offered and administered independently of the companies of National Life Group. National Life is bound only by the terms of the life insurance contracts issued by the Group insurance companies. The companies of National Life Group® and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
TC91901(0916)P
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
Qualified plans are offered and administered independently of the companies of National Life Group. National Life is bound only by the terms of the life insurance contracts issued by the Group insurance companies. The companies of National Life Group® and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
TC91901(0916)P
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
Qualified plans are offered and administered independently of the companies of National Life Group. National Life is bound only by the terms of the life insurance contracts issued by the Group insurance companies. The companies of National Life Group® and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
TC91901(0916)P