401K Simplified Launches in Coral Springs to Make Retirement Planning Easier for Small Business Owners
A new Coral Springs-based retirement planning company has opened to provide personalized 401K plans for small business owners and solopreneurs. 401K Simplified was founded by industry veteran Douglas Eaton of Eaton Financial Group.
The company aims to make retirement planning accessible and straightforward for thousands of business owners who lack retirement plans, Eaton said.
“Our goal is to demystify the process of setting up and maintaining a 401K, making it as simple and seamless as possible,” said Eaton, who has been serving clients since 1996 through customizing retirement plans with a client-centered, fee-only structure.
The launch of 401K Simplified comes at a crucial time when many entrepreneurs struggle to find reliable and effective retirement planning solutions that cater to their specific needs, Eaton said.
According to experts, only one in four business owners has a financial strategy for retirement in the form of a written plan.
401K Simplified offers a range of services including SEP IRA, SIMPLE IRA, and SOLO 401k plans tailored to the unique requirements of today’s entrepreneurs, Eaton explained.
“At 401K Simplified, we believe in a holistic, relationship-based planning process,” said Jacki Ferreira, director of client service for 401K Simplified whose expertise is in corporate retirement plans and investment advisory firm management.
“We provide innovative strategies not only for retirement but also for investments, insurance, and estate planning,” she added.
For small business owners who didn’t think 401K plans or retirement plans are an option, 401K Simplified give them tools and resources to educate them, Eaton said.
The company has a user-friendly platform that allows business owners to set up and manage their 401k plans.
With oversight from 401K Simplified managers, business owners can also take advantage of valuable tax breaks specifically designed for retirement savings plans.
“We allow business owners to focus on what they do best – running their businesses – while we handle their 401k administration,” Eaton said.
To learn more about the company, visit: 401ksimplified.com
(Investment advisory services offered through Eaton Financial Group, a registered investment advisor. Investing involves risk and possible loss of principal capital.)