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Protecting Your Business
Keep Your Business Running Smoothly
Running your business can feel like more than a full time job — from keeping the lights on to meeting fiduciary responsibilities. Learn how strategic business planning can protect business assets while considering tax implications for your business structure.
It is important that you build solid business strategies to assure that:
- Your business is protected from the sudden loss or disability of a key employee
- Your employees' benefits needs are met
- You, your family and business associates receive reasonable compensation for your business
- You and your family continue to benefit from your investment in building a solid business even after you leave it
Contact your financial professional to make sure you have suitable protection and compliance practices in place for your business, or let the companies of OneAmerica® help you find a financial professional.
Developing an Employee Education Program
Implementing an education program is a way of encouraging employees to get the most out of their retirement plan.
Investment Policy Statement Best Practices
Use an investment policy statement to outline your retirement plan’s investment philosophy and specify procedures.
Retirement Plan Fee Disclosure Requirements
If you sponsor a retirement plan that is subject to ERISA, stay up-to-date on fee disclosure requirements.
NOTE: Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.
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