Small Business

Business Owner Retirement Plans

Business Owner Retirement Plans

Choosing which retirement plan is right for your business can be complicated. OUCU Investment Services, available through LPL Financial LLC (“LPL”), can help determine what is best for your business and employees.

We work with several different types of retirement plans:

  • Traditional 401(k) – for medium size companies
  • Solo 401(k) – for small companies with only an owner and spouse as employees
  • SIMPLE IRA – for small companies with less than 100 employees
  • SEP IRA – for small companies with one to several employees
  • 403(b) plans – for non-profit organizations
  • Defined Benefit Plans – Traditional pension plans

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