Now offering 401(k) plans that benefit employee and employer

Many times we think that a 401(k) comes at the expense of the provider. Not so. Check out the advantages below of our new 401(k) service.

At IWS, we now offer 401(K) plan management to our clients. This is a huge addition to our services as it allows for our clients to set their employees up for success by extending the breadth of their benefits.

But before we. go into the plans., here is why you may want to consider adding a plan.

Here are some key points about why a 401(K) is an excellent business choice.

1. Tax advantages:

   1. $5000 savings per business for the first 3 years

   2. All contributions are tax-deductible for all plan participants and for businesses with matching

   3. Deductions of up to $23,000 for those under 50 and $30,500 for those 50 and over for catch-up in 2024

2. Personalized Services and Support

   1. No 1-800 number, IWS will help you through the entire process

   2. We recognize you are unique and thus tailor our suggested investments based on individual risk tolerance

   3. Comprehensive planning for individuals with strategic plans that beyond just your 401(K)

3. Transparency and dedication to your goals

   1. Our commitment to your well-being is our top priority

   2. We are passionate about building a secure retirement

Find out how it could work in your business.

Call us to talk about your situation. We can share options, and best practices, and draw up. a plan for your leadership team to review.

Remember, the most significant investment you can make for your business and employees is in your financial well-being. Wherever you are in the process, we are here to help you explore the benefits of a 401(K) plan and consider a crucial step toward a prosperous retirement.

401(k) plan administration services provided by Betterment for Business LLC.  Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser.  Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member of FINRA/SIPC.