It’s a brand new year and it’s never too early to start taking advantage of the benefits of retirement planning. As a business owner, a retirement plan allows you to invest now for financial security when you and your employees retire. As a bonus, you and your employees can receive significant tax advantages and other incentives. Consider the following benefits of setting up a retirement plan:
Business Benefits
- Employer contributions are tax-deductible.
- Assets in the plan grow tax-free.
- Flexible plan options are available.
- Tax credits and other incentives for starting a plan may reduce costs.
- A retirement plan can attract and retain better employees, reducing new employee training costs.
Employee Benefits
- Employee contributions can reduce current taxable income.
- Contributions and investment gains are not taxed until distributed.
- Contributions are easy to make through payroll deductions.
- Compounding interest over time allows small regular contributions to grow to significant retirement savings.
- Retirement assets can be carried from one employer to another.
- A special tax credit known as the “Saver’s Credit” may be available.
- The employee has an opportunity to improve financial security in retirement.
Retirement Plan Resources from the IRS
The Small Business Retirement Plan Resources provided by the Internal Revenue Service include helpful information for choosing, operating and maintaining your retirement plan. Here is a list of resources to help you get started:
- Types of Plans – Starting and maintaining specific types of retirement plans
- Publication 560 – Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)
- Publication 590 – Individual Retirement Arrangements (IRAs)
- Publication 3998 – Choosing a Retirement Solution for Your Small Business
- Publication 4222 – 401(k) Plans for Small Businesses
- Publication 4333 – SEP Retirement Plans for Small Businesses
- Publication 4334 – SIMPLE IRA Plans for Small Businesses
- Publication 4587 – Payroll Deduction IRAs for Small Businesses
You can also check out the Retirement Plans Navigator, an online guide for choosing a retirement plan, maintaining it and correcting plan errors.





