Episode Synopsis "Episode O - Organizations that can sponsor a plan"
What kinds of organizations can sponsor a plan? Can anyone start one? Do I Need to have employees? Does it matter if I’m the only employee, or if it’s a partnership, or if it’s a corporation? In this episode we discuss what types of organizations can sponsor a qualified plan (spoiler alert - they all can!!), and why the TYPE of organization makes a difference.
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More episodes of the podcast Retirement A to Z
- Episode R: Retirement - what now?
- Episode V - Vesting and Eligibility
- Episode T - Types of Plans
- Episode S - The SECURE Act
- Episode Q - QLACs (Qualified Longevity Annuity Contracts)
- Episode P - Protection
- Episode O - Organizations that can sponsor a plan
- Episode L - Life Insurance in a Qualified Plan
- Episode K - Kids and Other Family Members
- Episode J - Just For You! (Dentist, two owners, 15 employees)
- Episode J - Just For You! (Realtor, one owner, no employees)
- Episode J - Just For You! (Hematologists, 2 owners, 150 employees)
- Episode H - Highly Compensated and Key Employees
- Episode G - Guarantees
- Episode F - Flexibility within a plan
- Episode E - Estate Planning
- Episode D - Distributions
- Episode C - Common Ownership
- Episode B - Business Planning
- Episode A - the ABCs of retirement plans