Plan Sponsor Guide – Questionnaire: Do You Know the Different Types of Workplace Retirement Plans?

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Help your employees save with a plan that fits your unique organization! Each type of retirement plan comes with its own set of features and tax advantage strategies for employees and employers.
Knowing the different types of workplace retirement plans available is important so you can choose the best one for your organization. There are not only a number to choose from, but many of the plans offer different plan options to consider.

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Disclosure: This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


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