Small Business Pension Plans

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Small BusinessPension Plans
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Overview

• Many plans available to small businesses
• Employee Benefits Security Administration
• 730,000 private pension plans
• 3.7 Trillion in assets
• 150 Million participants and beneficiaries

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Investment Process
Evaluate Financial Status
Formulate Guidelines
Select Investments
Review Report Status
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Review Status

• Current Financial Status
• Review expectations
• Establish objectives
• Formulate Guidelines
• Establish asset allocation
• Select Markets
• Risk
• Stability and Growth

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IRA Pension Plans
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Other Pension Plans