IOLTA
Description
Overview
Your business is more than a bottom line—it’s your employees welfare, too. Keep your workforce covered with a pension plan that helps them reach retirement comfortably with tax advantages and great savings. These are big-company benefits, available to businesses of any size.
More Details
Want to know more about our Simplified Employee Pension plan? Let’s get into it.
- Earn competitive interest on entire balance
- Contributions are tax deductible*
- Flexible annual contributions, no locked-in percentage
- Employer must contribute equally for all eligible employees
- Inexpensive to set up and operate
All Primis business account holders will be required, due to regulatory reasons, to provide us with certain information on its Beneficial Owners.
*Consult your tax advisor regarding the deductibility of interest and charges.
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Have a question? Don’t be a stranger. We can help and we’re here for you 24/7. Call, text, email, carrier pigeon. Whatever you want.
Call Us 1-833-4PRIMIS (833-477-4647)
E-mail Us [email protected]
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