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Looking for a Simple way to accumulate retirement savings for yourself and your employees?*

A SIMPLE-IRA funded with a flexible premium indexed annuity may be the solution. A SIMPLE-IRA provides employers and employees with a simplified way to make deferrals and accumulate retirement income. 

By adopting a SIMPLE-IRA for your business, your employees can make salary reduction contributions on a pre-tax basis. In addition, you, the employer, make tax-deductible matching contributions or non-elective contributions to participants which are 100% immediately vested. Each participant will set up an annuity for their SIMPLE-IRA plan and decide how much they want to contribute. 

Advantages of this strategy:

  • Your employees can choose to make deferrals rather than receiving these amounts as part of their regular pay.
  • No third party administrator is required so there are no administration fees or IRS filing fees to pay.
  • No annual filing is required with the IRS or Department of Labor.
  • Simple and inexpensive.

Contact me for more information on how SIMPLE-IRAs may benefit your business’s retirement plan. 

Agent Name
Phone Number
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Products issued by
Life Insurance Company of the Southwest™

Centralized Mailing Address: One National Life Drive, Montpelier, VT 05604
Administrative Office: 15455 Dallas Pkwy., Ste. 800, Addison, TX 75001
www.NationalLife.com | www.LifeofSouthwest.com | Sales Desk: 800-906-3310

*Only available to employers with less than 100 employees.

All products issued by Life Insurance Company of the Southwest, a member of National Life Group

National Life Group® is a trade name representing various affiliates that offer a variety of financial service products. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.

If you use any links provided in this communication to web sites not owned, maintained or hosted by National Life Group companies (“off-sites”), you will leave this site.

 

Form No. 10518(0211); LR11407(0211)