Owner K® Plans
The Edward Jones Owner K® program is a cost-effective option for companies with no employees other than the owner (or owner and spouse). The 401(k) Plan is established using Edward Jones’ plan documents. If appropriate, Benetech is hired to provide annual recordkeeping services.
An overview of some important considerations, such as requirements to qualify for an Owner K®. Find out why hiring a TPA makes sense.
Common Mistakes to Avoid
Common Owner K® mistakes to avoid, and some “Frequently Asked Questions.”