Small Business Pension Plans. Overview Many plans available to small businesses Employee Benefits Security Administration –730,000 private pension plans.

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Presentation transcript:

Small Business Pension Plans

Overview Many plans available to small businesses Employee Benefits Security Administration –730,000 private pension plans –3.7 Trillion in assets –150 Million participants and beneficiaries

Investment Process Evaluate Financial StatusFormulate Guidelines Select InvestmentsReview & Report Status

Review Status Current Financial Status –Review expectations –Establish objectives Formulate Guidelines –Establish asset allocation Select Markets –Risk –Stability and Growth

IRA Pension Plans

Other Pension Plans