An Incredible new Retirement Benefit for
Go Local Arizona Members
“Go Local Arizona is pleased to partner with Integrated Financial Solutions to provide packaged 401k options for small businesses who may normally face extra challenges providing such a benefit to their employees." - Neil A. Schneider
STARTING A RETIRMENT PLAN IS EXCITING, BUT CAN ALSO BE OVERWHELMING. FINDING and choosing RELIABLE RETIREMENT PLAN PARTNERS LIKE
If you’ve ever looked into providing a retirement plan for your employees, you understand it can be overwhelming.
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Deciding which 401k provider to use
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Finding and choosing a Third-Party Administrator (TPA) to help with compliance and administration
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Determining how to design the plan and what benefit options to offer
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Working with an experienced plan advisor to tie all the pieces together
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And, we haven’t begun to talk about the ongoing administration
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The Go Local Arizona 401k Retirement Solution was tailored with small business owners in mind. We partnered with top-tier local providers with the skills, experience, and resources to take the burden off your shoulders and provide your employees with a Best-in-Class retirement plan. They’ll be with you every step of the way.
RETIREMENT PLAN
SPECIALIST
RECORDKEEPER
Plan
administrator/TPA
Already have a retirement plan?
Companies currently offering a retirement plan are also able to take advantage of this great offering. IFS will help you determine which retirement plan offering is the best option for your business by providing you with a Benchmark & Analysis Report :
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Analyzing your current plan design and offering recommendations
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Evaluating your current investment line up for suitability
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Assessing your Participant Education Strategy
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Informing you of any fiduciary
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Providing you with a Fee Benchmark
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Reviewing areas to improve your plan
Businesses looking to establish a retirement plan are now eligible for tax credits to offset most - if not all - of the costs associated with starting a plan under SECURE 2.0 Act
Credits include:
Startup Tax Credit – up to $5,000 for small businesses who adopt a new plan. The credit is available for the first three years of a plan
Employer Contribution Tax Credit – up to $1,000 per eligible employee for small businesses who allocate employer contributions to plan participants.*
Automatic Enrollment Tax Credit – a $500 tax credit for the first 3 years for small businesses who add an automatic enrollment feature to a new or existing plan.
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*subject to restrictions under the SECURE 2.0 Act
SPACER FOR IMAGES
401k Retirement Solution is designed to help you attract, retain, and reward talent with a superior employee benefit.
SPACER FOR IMAGES
401k Retirement Solution is designed to help you attract, retain, and reward talent with a superior employee benefit.
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SPACER FOR IMAGES
401k Retirement Solution is designed to help you attract, retain, and reward talent with a superior employee benefit.
​
SPACER FOR IMAGES
401k Retirement Solution is designed to help you attract, retain, and reward talent with a superior employee benefit.
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INTERESTED IN LEARNING MORE?
Each Go Local Arizona Member interested in learning more about the Go Local Arizona 401k Retirement Solution will receive a personalized needs assessment for your company. Joe Weber of IFS will work with you to determine your company’s needs.
Contact us below to schedule your complimentary consultation:
