SEP (Simplified Employee Pension) IRA, SIMPLE (Savings Incentive Match Plan) IRA, and 401-k accounts: Same fee structure as individual accounts or less (depending upon custodians). TD Ameritrade Institutional provides brokerage and custodial services for SEP and SIMPLE plans. Ascensus, provides 401-k plan administration.
Please contact us regarding the most recent developments and advantages of defined benefit and contribution plans, including 401-k, cash balance, profit sharing, and combinations of any of these plans.
Securities and other Products are Not FDIC or NCUA insured, No Bank or Credit Union Guarantee, Not a deposit, Not Insured by any Federal Government Agency, Involves Investment Risk and May Lose Value. Investment Advisor Representative, BKS Investment Services is a Registered Investment Advisor in Missouri. Securities offered through TD Ameritrade Institutional, a broker / dealer, member FINRA / SIPC. TDAmeritrade Institutional and BKS Investment Services are not affiliated. Copyright BKS Investment Services 2018.