Your guide to Retirement Plan Types

Choosing the right retirement plan can be complex—but it doesn’t have to be. Our comprehensive guide breaks down the most common plan types, including 401(k), 403(b), SIMPLE IRA, SEP IRA, Cash Balance, and Defined Benefit Plans—helping you determine the plan type best suited for your clients.

This resource includes a side-by-side comparison chart of key attributes plus a summary of the benefits and considerations for each plan type—so you can make informed decisions for your clients with confidence.