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This plan is designed to be the easiest defined benefit plan program to use. |
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Identify clients that will meet the Quick Eligibility Test Create the proposal online to calculate maximum contribution; run again if you want to specify a contribution amount. Print off proposal and present to your client. Complete the Plan Set Up Questionnaire with your client. Any questions?
Call EMJAY Retirement Plan Services, Inc. at 1 (866) 269-2573 Send the completed Set Up Questionnaire, a check to cover the Set Up fee in the correct amount and a copy of the proposal. Mail to:
EMJAY Retirement Plan Services, Inc.
Attn: Small Business Defined Benefit
5001 North Lydell Avenue
Milwaukee, WI 53217
Once the Plan is set up (it must be established by the end of employer's fiscal year), you can open an investment account and discuss investment options with the client. Clients have until they file taxes (but no later than September 15th) to make a contribution. |
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