SmallBusinessOwnerProposal

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What happens next?

After you complete this three-step form, you will receive a confirmation email (check your junk email folder if you don’t see it). Next our team will work to match you with a trusted Advisor that can help you through the rest of the process.

If you already have an Advisor, we can work with them as well. Simply copy the link below and forward it to your trusted Advisor.

https://app.sallus.com

Business Name

Employer Identification Number (EIN)

Number Of Employees (Full & Part Time)

Number of Employees Who Make Less Than $150,000 A Year

Approximate Annual Payroll (W-2 Wages)

Select State

Zip Code

First Name

Last Name

Email Address

Telephone Number

Next, let us know if your company wants to make what’s called an ‘employer contribution’ to the plan. An employer contribution is generally tax deductible to the company, and it provides a nice added benefit to your employees – but it is certainly not required. The employer contribution is in addition to the employees’ own plan contributions.

Contribution Choice

If you do want to contribute, you have choices:

Please note: by saying ‘no’ or ‘not sure,’ there is a bit of a trade-off. The plan would subject to certain plan testing, which incurs an additional fee. As a result of the test, business owners and some highly paid employees may not be able to maximize their contributions.

The advantage of saying ‘Yes’ is that the plan can avoid certain plan testing. This means that business owners and all employees are able to maximize their contributions.

If Yes: Select Contribution Type

The advantage of saying ‘Yes’ is that the plan can avoid certain plan testing. This means that business owners and all employees are able to maximize their contributions.

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