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 retirement plan is an exciting journey, it can also feel overwhelming. That's why we've developed a step-by-step 401k program that highlights the goals of small business owners

Considering a retirement plan for your employees can feel daunting.

Choosing a 401k provider for your plan
Finding and choosing a Third-Party Administrator (TPA) to help with compliance and administration
Determining how to design the plan and what benefit options to offer
Working with an experienced plan advisor to tie all the pieces together
And, we haven’t begun to talk about the ongoing administration

The Go Local Arizona 401k Retirement Solution is specifically designed for small business owners. We have partnered with top-tier local professionals with the expertise and resources to alleviate your concerns to deliver a Best-in-Class retirement plan for your employees. They will support throughout the entire process.

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 :

Analyzing your current plan design and offering recommendations
Evaluating your current investment line up for fees & suitability
Assessing your Participant Education Strategy
Inform you of any fiduciary oversights
Providing you with a Fee Benchmark
And review 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.

*subject to restrictions under the SECURE 2.0 Act

Available to all
Go Local Arizona Members

No matter what industry your company serves, the Go Local Arizona 401k Retirement Solution allows you to offer a top-tier retirement plan without all the headaches of administration.

Benefit to Business Owners

When your business joins, you will have a team of professionals by your side.

Managing most of the plan's administrative tasks
Mitigating your fiduciary burdens

Benefits of Plan Administration

When you join the Go Local Arizona 401k Retirement Solution you’ll enjoy the ability to offload a majority of the administrative tasks associated with offering a 401k Plan

Benefits to Employees

Employees gain access to professionally selected investment options, support from a local advisor, and educational tools and resources designed to help them stay on course.

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.

BECOME A MEMBER TODAY!

855-ASK-4IFS