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RETIREMENT PLANS FOR SMALL BUSINESSES

Helping Small Businesses Make Retirement Benefits Simple

Compare retirement plan options designed for small businesses, get a clear view of costs, and find a plan that fits your business today and as you grow.

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Explore retirement plan options

Not every retirement plan is built for every business. These plans are designed specifically for small businesses, with options that help balance cost, flexibility, and ease of management—minus the complexity.

Start simple or choose a plan with more flexibility, depending on where your business is today:

SEP IRA

SEP IRA

Designed for: Small businesses (of any size) and self-employed owners that want maximum flexibility year to year.

  • Adjust contributions year to year based on your cash flow

  • Keep administration simple with fewer ongoing requirements

  • Focus on employer contributions without managing employee deferrals

Advisor-supported options Options without an advisor
SIMPLE IRA

SIMPLE IRA 

Designed for: Small businesses (with less than 100 employees) looking for an easy, affordable way to start offering retirement benefits.

  • Quick setup for small teams

  • Simple, predictable employer contribution requirements

  • Allows employees to save directly from their paycheck

Advisor-supported options Options without an advisor
Individual(k)

Individual(k) plans

Designed for: Self-employed or owner-only businesses (with no employees other than a spouse) looking to maximize retirement savings.

  • Contribute as both employer and employee

  • Choose tax flexibility with traditional and Roth contribution options

  • Get support your way, whether you work with an advisor or not

Explore plans
Ascensus Essentials 401(k)

Ascensus Essentials 401(k)

Designed for: Growing small businesses (with up to 75 employees) that want flexibility, higher savings potential, and room to scale—with or without an advisor.

  • Save more with high contribution limits

  • Offset plan costs with tax credits

  • Attract and retain talent

Advisor-supported options

Not sure where to start?

Find the plan that fits your needs.

Compare plan options

Employer tools and resources

Everything you need to start and run your plan, all in one place.

Start your plan with confidence

Know what to expect, what decisions matter most, and how to stay compliant so you can move forward with clarity from day one.

Employer resources →

Save time with payroll integration

Link your 401(k) to payroll and let contributions run on autopilot, reducing administrative work and potential errors.

Learn more →

Support employee financial wellness

Give employees tools and resources that help build financial confidence and keep them engaged.

Explore financial wellness benefits →

Not sure which plan fits your business?

Tell us a bit about your business, and we’ll help you explore retirement plan options that fit your needs.

Prefer to talk it through? Call 833-893-3233 to connect with a specialist.