1. Small Business Benefit Plans Diana Casteel Marwan Hage Erin Shaw Alex McKee

2. Definition of Small Business Annual Dollar Volume Annual Dollar Volume Annual Sales Annual Sales Annual Receipts Annual Receipts Certificate from Small Business Association Certificate from Small Business Association

3. Small Business Benefits Association Exclusively for Small and Home-based Business Owners Exclusively for Small and Home-based Business Owners Offer 50 Discounted Benefits Services Offer 50 Discounted Benefits Services Personalized Personalized One-on-one One-on-one Newsletters, helpful Specialists, Education, and Training to Small Business Owners Newsletters, helpful Specialists, Education, and Training to Small Business Owners

4. Individual Retirement Accounts SEP SEP Simple Simple Roth Roth Traditional Traditional

5. Roth IRA and Traditional IRA Tax Information Tax Information Withdrawal Rules Withdrawal Rules Eligibility Information Eligibility Information Contribution Information Contribution Information Choosing between Roth and Traditional IRA Plan Choosing between Roth and Traditional IRA Plan

6. SEP Tax Information Tax Information Withdrawal Rules Withdrawal Rules Eligibility Information Eligibility Information Company Usage Company Usage Contribution Information Contribution Information Benefits of the Plan Benefits of the Plan

7. Simple IRA Savings Incentive Match Plan for Employees Savings Incentive Match Plan for Employees -Tax Information -Withdrawal Rules -Eligibility Information -Company Usage -Contribution Information

8. Defined Contribution Plans 401(K) 401(K) Money Purchase Plan Money Purchase Plan

9. 401(K) Plan Tax Information Tax Information Withdrawal Rules Withdrawal Rules Eligibility Information Eligibility Information Benefits of the Plan Benefits of the Plan

10. Money Purchase Plan Employee Bears the Risk Employee Bears the Risk Withdrawal Rules Withdrawal Rules Eligibility Information Eligibility Information Company Usage Company Usage Contribution Information Contribution Information Expert’s Comments Expert’s Comments

11. Questions?