InvestorServices

A well-designed retirement plan can help attract and keep talented employees while benefiting owners, managers and employees alike. Together we can examine your business and determine if a 401(k), SEP or SIMPLE best fits your needs.

SIMPLE IRA

Savings Incentive Match Plan for Employees is an employee matching plan designed for self-employed individuals and small businesses with fewer than 100 employees. Employer sponsored, it has features similar to 401(k) defined contribution plans.

SEP IRA

A Simplified Employee Pension IRA is suitable for self-employed individuals and small businesses. Similar to a traditional IRA, a SEP IRA is easy to set-up and administer.

401(k) Defined Contribution Retirement Plan

A well-designed 401(k) plan can help attract and keep talented employees, and benefits both rank-and-file employees, owners and managers. Contributions may be invested in stocks, bonds, mutual funds, money market funds, savings accounts, and other investment vehicles. Earnings grow on a tax-deferred basis, while contributions may reduce current taxable income.

Employers

  • decide how much (if any) to contribute
  • are entitled to a tax deduction for the contributions they make to employees’ accounts.

Employees

  • control how much to contribute to their account
  • may take benefits with them when they leave the company

Contact an InvestorServices representative at (573) 634-0888 or stop by any location to get started.

Not sure which solution is right for your business? Get started with Business Analyzer today and have your answer within minutes.

GET STARTED TODAY

We’re here for you. Make that phone call today at (573) 634-0895 or (573) 634-0853, or leave your contact information and we’ll contact you within one business day.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC).
Insurance products are offered through LPL or its licensed affiliates. Jefferson Bank and InvestorServices are not registered as broker-dealer or Investment advisors. Registered representatives of LPL offer products and services using InvestorServices, and may also be employees of Jefferson Bank. These products and services are being offered through LPL or its affiliates, we are separate entities from, and not affiliates of, Jefferson Bank or InvestorServices.

Securities and Insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits | May Lose Value


The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.