SIMPLE IRA Plans

SIMPLE IRA programs, on the surface, can appear very similar from one firm to the next. Most of the product offerings are generally comparable; the pricing environment is typically pretty homogenous. SG Long & Company’s advisors look to differentiate themselves via providing a superior level of committed long-term service to the plan participants. SIMPLE IRA plan participants too often feel like they are just handed paperwork and sent home with very little to no understanding of the ultimate implications of their decisions. SG Long & Company strives to provide employees with a well-researched, thoughtful perspective on how their investing decisions can affect their long-term financial future. Programs like SIMPLE IRAs potentially are an important piece of your financial planning puzzle — and it’s important that plan participants understand how and why.