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February 28, 2020

Appleby’s 2020 Employer Retirement Plan Comparison Table for Small Businesses


Updated for the SECURE Act

Click here to download >> 2020 Employer Plan Comparison Table for Small Businesses (download here)

This table provides a comparison of the features and benefits that apply to retirement plans that can be sponsored/adopted by small business owners. Focus on the areas that are important o the business owner, so as to help ensure that the plan that is chosen is the plan that is most suitable for the business.

Plans covered :

  • SEP IRAs
  • 401(k)s
  • Solo 401(k) / Individual-K
  • Profit Sharing
  • Money Purchase Pension
  • Defined Benefit Pension


Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.


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