Retirement Planning

Abbit Management makes available an entire array of plans for your business and/or personal needs, including SIMPLE Plans, 401 (k) plans, SEPs, and IRAs (traditional and Roth).

We utilize a family of mutual funds for the investment of the assets for the retirement plans.  For company-sponsored plans, Education & Enrollment meetings are available and encouraged to explain the benefits and strategies of the plans, and personal consultations with eligible participants are made available to maximize the investment potential for each investor, and to coordinate the company plan with the other investments the participant may have.  IRAs are encouraged as a supplement for those participating in company plans, and for those for whom a company-sponsored plan is not available.