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global advisers wealth management
global advisers wealth management
Which Plan Is Right for You?2025-07-31T07:51:32-04:00

Which Plan Is Right for You?

  • Your Content Goes Here

A Retirement Plan

that is right for you

Choosing the right retirement plan depends on your business size, income, and long-term goals. Whether you’re self-employed or managing a growing team, we help you identify the structure that fits your needs todayโ€”and scales with you tomorrow.

Simplify Plan Oversight and Reduce Administrative Burden

Managing a retirement plan comes with a range of regulatory responsibilities that can quickly become time-consuming. As a plan sponsor, youโ€™re expected to meet strict oversight standardsโ€”while also running your business or organization. Our team helps streamline these obligations by handling the heavy lifting of plan administration and investment oversight, allowing you to stay focused on your core operations without compromising plan quality or compliance.

Solo Business Owners & Independent Professionals2025-07-05T07:48:45-04:00

If youโ€™re the only employeeโ€”or share ownership with a spouseโ€”you have options that offer high contribution limits with low complexity.

Best For:

  • Physicians with solo practices
  • Dentists running private offices
  • Professional Investors
  • Artists, Entertainers & Freelancers
  • Federal Contractors (solo)

Best Fit Plans:

  • Individual 401(k) โ€“ High contribution potential from both employer and employee roles.
  • SEP IRA โ€“ Employer-only contributions with minimal setup and low cost.
Small Teams (2โ€“25 Employees)2025-07-05T07:46:23-04:00

If you lead a lean team, youโ€™ll need to balance simplicity with meaningful benefits to retain talent.

Best For:

  • Tech Startups
  • Private Medical Practices
  • Nursing & Allied Health Firms
  • Boutique Consulting & Legal Firms
  • Dentists with support staff
  • Small Business Owners in Creative Fields

Best Fit Plans:

  • SIMPLE IRA โ€“ Easy to administer with required employer match or contribution.
  • Traditional 401(k) โ€“ Higher contribution limits, profit-sharing, and optional Roth deferrals.
Growing Companies (25+ Employees)2025-07-05T07:45:07-04:00

As your company scales, so do your retirement plan needs. Larger teams benefit from flexible contribution designs, automated enrollments, and compliance support.

Best For:

  • Mid-size Healthcare Groups
  • Higher Education Departments
  • Tech Firms Expanding Nationally
  • Corporate Divisions or Subcontractors
  • Established Professional Services Firms

Best Fit Plans:

  • 401(k) with custom features โ€“ Offers automation, optional Roth, and tailored vesting.
  • Defined Benefit Plans โ€“ Designed for business owners seeking to maximize retirement contributions in later-stage careers.
High-Income Professionals Seeking Tax Optimization2025-07-05T07:41:44-04:00

If your earnings exceed six figures and your priority is pre-tax savings and tax deferral, specialized plans can accelerate wealth accumulation.

Best For:

  • Corporate Executives with Schedule C income
  • Physicians nearing retirement
  • Professional Athletes & Entertainers
  • Professional Investors and Traders
  • Tech Founders with variable income

Best Fit Plans:

  • Defined Benefit or Cash Balance Plans โ€“ Maximize deductible contributions based on income and age.
  • Individual 401(k) with Profit-Sharing โ€“ Allows large contributions under IRS limits.
New to Retirement Plans or Need Simplicity?2025-07-05T07:38:20-04:00

Some professionals want to offer a plan but donโ€™t need bells and whistles. Simplicity, ease of use, and quick setup matter most.

  • Solo Dentists & Physicians
  • Independent Nurses & Allied Health Providers
  • Freelance Artists, Writers & Designers
  • Real Estate or Consulting Startups

Best fit for:

  • SEP IRA or SIMPLE IRA โ€“ Low maintenance, straightforward contribution rules, and cost-effective administration.

Learn more by calling 800.832.8514 or emailing account-services@globaladvisers.com.

Still Not Sure? Weโ€™ll Help You Decide.

Thereโ€™s no one-size-fits-all retirement plan. What matters is choosing one that matches your profession, your team, and your long-term financial goals. Weโ€™ll walk you through every option and help you make the best decisionโ€”clearly, confidently, and with no pressure.

Choose with confidence.

Get expert guidance tailored to your business and profession.

global advisers which plan is right for you

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Get Started

Ready to Begin?

Letโ€™s Talk
800.832.8514

Review Global Advisers with FINRAโ€™s Broker Check

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ยฉ 1993 - 2025 Global Advisers, LLC

Global Advisers LLC is a registered investment adviser in PA, CA, and FL. Advisory firms cannot transact business in states where it is not registered, excluded, or exempt, except as permitted under the de minimis exemption. Personalized investment advice or securities transactions for compensation will only be provided where registered or exempt.

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