Show employees you value them by offering a retirement plan.

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Employees are among your most valuable assets. Improve morale and gain valuable tax advantages for your business when you offer an employer-sponsored retirement plan.

Waddell & Reed offers plans for businesses large and small that serve up benefits for your company, the employees that work for you and you as an employee.

Retirement Plans for Businesses

Employee/Employer Contribution Plan

Plan Types Available:

Employer Contribution Plan

Plan Types Available:

Owner-Only/Self-Employed Plan

Plan Types Available:

Public Educational Institution Plan

Government Employer Plan

Plan Types Available:

Non-Profit Organization and Church Plan

Plan Types Available:


Based on the plan you choose, your company may benefit from:

  • Full tax deduction in the amount of your contribution as the employer
  • ERISA protection for bankruptcy/creditor judgements
  • Tax-deductible employer contributions
  • Tax-deferred or tax-free earnings on employer contributions
  • Minimal plan administration
  • No third-party administration
  • Ability to automatically pass ADP/ACP and top-heavy tests

Your employees may enjoy benefits, including:

  • Tax-deferred earnings and/or contributions
  • Pretax contributions
  • Greater contribution limits as compared to traditional IRA
  • Flexible contribution amounts
  • Employer match or non-elective contribution
Employee Sponsor

There’s a lot to consider when choosing a retirement plan for your business.

Contact a Waddell & Reed financial advisor to guide you to the plan type that benefits your company, employees and you.

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