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Services for Small Business

Client Centered

MTI assists small business in selecting the appropriate retirement plans including 401(k), 403(b), defined benefit, and profit sharing plans. Additionally, we will help design your plan and features around the company’s specific needs. For owners, we can assist in establishing buy-sell insurance, key-person insurance, and other business continuity strategies.

401(k) and 403(b) plans

Flexible retirement plans allowing employee contributions.

Defined Benefit and Cash Balance Plans

Corporate sponsored plans with options for high contribution limits.

Simplified Employer Pension (SEP) Plans

Simple retirement plans for small business owners.

Buy-Sell and Key-Person Insurance

Life and disability policies for business owners and key employees.

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