FREE Case Study:
Choosing the best retirement plan for your firm: SIMPLE IRA versus 401(k)

Download this free case study to learn all the advantages of a 401(k) retirement plan over a SIMPLE IRA.

Like many small firms and businesses, Carl Peterson and his wife Joan, partners in the firm of Peterson & Peterson Associates, weren't considering a 401(k) plan for their firm, mistakenly assuming it was too costly and complicated to set up and administer. So, initially, they narrowed their focus down to SEP and SIMPLE IRA plans. In this revealing and highly informative case study, you'll learn how Carl and his wife discovered the superior benefits and advantages of a 401(k) offered through the AICPA Firm-Based Member Retirement Program.

“Simpler than a SIMPLE!” ~ Carl Peterson, CPA

With Paychex now managing both its payroll processing services and 401(k), the firm simplified its administrative tasks, freeing up more billable time for client services, while improving the quality of its employee benefits package, making it competitive with bigger firms.

Download this free case study to learn all the advantages of a 401(k) retirement plan over a SIMPLE IRA.

For more information about the AICPA Firm-Based Member Retirement Program, please contact a Paychex specialist today at 1-877-264-2615. Or, complete this form to have a Paychex 401(k) specialist contact you today.