Guide to Choosing the Right Account

Small Business, Group & Enterprise Retirement Accounts

All of the business retirement plan account types listed in the section below are available through Place Trade either via full service or self-directed brokerage accounts, Investment Trust accounts or held directly with nationally recognized investment companies.

Start a New Plan or Get a Second Opinion

Whether you are starting from scratch, need a second opinion or a complete overhaul, PT offers flexible retirement savings options to help you plan for your business's and your employees' unique needs. 

Keep Your Existing Plan

Let PT help you with your existing qualified plan held at your Payroll Provider (Examples ADP,  Paychex, etc.) or Investment Company (Mutual Funds). 

Without moving your current plan from your payroll provider or investment company, you may find that they offer lower cost, additional or more flexible investment options to help you meet your ERISA obligations. 

Get the help that you need with the plan you already have in place! 

Whether you choose to hold your qualified retirement plan in a brokerage account, an  Investment Company account, or directly through your payroll provider, PT can assist you!

For Brokerage Accounts:

• For SEP IRA accounts, choose the SEP IRA account option.

• For 401(k) accounts, you must bring your own plan document and open an Investment Trust account to open a trust account. 

• For SIMPLE IRA accounts, you must open an Employee Plan Administrator Account.

Payroll Provider & Investment Company Plans

If you do not have your own plan document or would prefer to offer a non-brokerage alternative or an all-in-one plan, we will work with you to set up your qualified plan with an Investment Company.