Solo(k)
Our Solo(k) plan is created specifically for self-employed individuals, giving them opportunity for greater retirement and tax savings while offering the greatest flexibility in funding and a full range of investment options.
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Solo(cb)
Our Solo(cb) plan is a one-participant pension plan for self-employed individuals, affording them the opportunity to take advantage of retirement and tax limits which may not be accessible in another retirement plan.
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Easy(k)
Whether as a start-up 401(k) plan or a replacement for a SIMPLE or a SEP IRA, our Easy(k) plan gives businesses with up to 100 employees an easy-to-operate, turnkey 401(k) plan with the benefits of professional money management.
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Custom(k)
Our Custom(k) plan lets businesses offer a comprehensive 401(k) plan that utilizes top turnkey investment providers, including open architecture solutions, without having to compromise any flexibility in funding or agility.
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Defined Benefit Plan
Designed for businesses looking to go beyond the limits of a 401(k) plan, our Defined Benefit Plan is a qualified retirement plan that may allow for additional retirement savings of up to $1 million to $2 million.
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Cash Balance Plan
Ideal for businesses with multiple owners interested in larger tax deductions and accelerated retirement savings, our Cash Balance Plan allows owners with divergent savings objectives to meet their individual goals.
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Affiliated Entities
Cetera Retirement Plan Specialists may provide third party administrative services (TPA) to clients of financial advisors who are affiliated with its family of broker-dealers and registered investment advisers. Cetera Retirement Plan Specialists is part of Cetera Financial Group. Cetera Retirement Plan Specialists and its related entities operate independently and there is no requirement for retirement plan clients of Cetera Financial Group firms to engage with Cetera Retirement Plan Specialists.