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    • Wealth Management
    • Central Investment Advisors

      A well-designed retirement plan can help attract and keep talented employees while benefiting owners, managers and employees alike. Together we can examine your business and determine if a 401(k), SEP or SIMPLE best fits your needs.

      SIMPLE IRA

      Savings Incentive Match Plan for Employees is an employee matching plan designed for self-employed individuals and small businesses with fewer than 100 employees. Employer sponsored, it has features similar to 401(k) defined contribution plans.

      SEP IRA

      A Simplified Employee Pension IRA is suitable for self-employed individuals and small businesses. Similar to a traditional IRA, a SEP IRA is easy to set-up and administer.

      401(k) Defined Contribution Retirement Plan

      A well-designed 401(k) plan can help attract and keep talented employees, and benefits both rank-and-file employees, owners and managers. Contributions may be invested in stocks, bonds, mutual funds, money market funds, savings accounts, and other investment vehicles. Earnings grow on a tax-deferred basis, while contributions may reduce current taxable income.

      Employers

      • decide how much (if any) to contribute
      • are entitled to a tax deduction for the contributions they make to employees’ accounts.

      Employees

      • control how much to contribute to their account
      • may take benefits with them when they leave the company

    • Contact a Central Investment Advisors representative at 800.392.8082 or stop by any location to get started.

      Not sure which solution is right for your business? Get started with Business Analyzer today and have your answer within minutes.

    • We’re here for you. Make that phone call today at 800.392.8082, or leave your contact information and we’ll contact you within two business days.

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      • Eastern Region Advisors