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Insurance Plus
15 W. Main Street
Oyster Bay, New York 11771
(516) 922-1200
(212) 268-4473
Fax: (516) 922-5900
"Your Long Island, NY
Group Employee Benefit
Insurance Agent"
Personal Insurance
Employee Benefits
Pension / Profit Sharing
Retirement Plans
Resource Center
Information on Employee Benefit Plans for New York Business
New York Group Employee Insurance Specialists
Built & Maintained by InsuranceWebsiteServices.com
We are your local Long Island insurance agency, offering Retirement,
Pension, and Profit Sharing plan services to businesses in the following New
York City area cities and counties: Oyster Bay, Huntington, Glen Cove, Port
Washington, Roslyn, Syosset, Jericho, East Hills, Great Neck, South
Huntington, Melville, Pinelawn, Farmingdale, Bethpage, Levittown, Lindenhurst,
Babylon, Bay Shore, Islip, Northport, Hicksville, Westbury, Mineola, Garden
City, Long Island City, Manhasset, Massapequa, Freeport, Lynbrook, Rockville
Centre, Hempstead, Elmont, Valley Stream, Long Beach, Oceanside,
Amityville, Merrick, Bellmore, Jamaica, Brooklyn, Bronx, Flatbush, Queens,
Astoria, Cove Neck, Bayville, Locust Valley, Lattingtown, Matinecock, Mill
Neck, Sea Cliff, Centre Island, Brookville, Locust Grove, Muttontown, East
Norwich, Old Westbury, North Massapequa, Seaford, Manorhaven, Huntington
Station, Huntington Bay, Greenlawn, Commack, Plainview, Deer Park,
Farmingdale, West Babylon, Brentwood, Central Islip, East Northport,
Centereach, Coram, Riverhead, Lido Beach, New Suffolk, Port Jefferson, and
everywhere else in Nassau County, Queens County, Kings County, New York
County, Bronx County, Westchester County, and Suffolk County, NY.

Employee Benefits - Pension, Retirement & Profit Sharing (New York)
Employee benefits are an important factor to any business in hiring and
retaining a good work force. Every New York business needs to
periodically review their employee pension, retirement and profit sharing
benefit plans to ensure that this major expense continues to
Click on a link below to learn more.
Retirement Plans & Profit Sharing Plans
offer the highest quality benefits for your employees.
Profit Sharing Plans - New York Business
Profit sharing plans offer the most flexibility when it
comes to making contributions. Company contributions
may be determined by a formula written into your plan
or at the discretion of your board of directors or other
governing body.

You can provide that yearly contributions will equal a
certain percentage of profits. If the company makes no
profit, no contribution is required that year. You can
provide that contributions be made only if profits
exceed specified amounts or you can let your board of
directors review the company's financial position each
year and make plan contributions at its discretion.
The amount of benefits an employee will receive from
a profit sharing plan depends on several factors. Since
most company contributions are dependent on
profitability, a profit sharing plan can be a strong
incentive for employees to perform well. Other factors
include the plan's investment performance, the number
of years an employee has participated in the plan, and
the amounts fortified by employees who leave before
becoming entitled to the full value of their accounts.
Profit Sharing Plans include:
Defined Benefit Pension Plans
Savings Incentive Match Plan (SIMPLE)
Simple Employee Pensions (SEP's)
Employee Stock Ownership Plans (ESOP's)
Click on the link below to fill out a contact form to receive additional
information on a Profit Sharing Plan that will be right for your New
York business. Or speak with one of our Employee Benefit agent
specialists at 516-922-1200 or 212-268-4473 to discuss the features.
A retirement plan that allows employees in private companies to make contributions
of pre-tax dollars to a company pool that is then invested in stocks, bonds, or money
markets.
The employee decides how much money to enter into the 401K plan, which makes
the employee responsible for his or her own future. Any earnings in your 401K
account grow tax deferred. Since earnings are not taxed until they are withdrawn
there are more real dollars working in your investments.
A typical 401K plan provides the employee with a number of different investment
options, allowing them to be as conservative or as bold with their savings as they
want. Employees also have the ability to "roll over" or transfer without penalty, their
savings if they decide to leave their current employer for a new job. Employers may
provide "matching funds," meaning the employer puts in a percentage of what the
employee already added to their 401K plan. A typical employer will match the
contribution made by the employee to the 401K plan up to 6% of their gross income,
assuming the employee chooses to contribute that much into the plan.
Click on the link below to fill out a contact form to receive additional information
on retirement plans for your New York business. Or you can speak with one of
our Employee Benefit agent specialists at 516-922-1200 or 212-268-4473 to
discuss the features.
401K
A "Savings Incentive Match Plan for Employees" or SIMPLE IRA is a
retirement plan that may be established by employers, including self-employed
individuals (sole proprietorships and partnerships). A SIMPLE IRA allows eligible
employees to set aside part of their pre-tax compensation as a contribution to the
plan and defer the tax on the money until it is distributed to them.

Like other employer plans, the SIMPLE IRA allows employers a tax-deduction for
contributions they make to the SIMPLE IRA plan. The employee's contributions to
the SIMPLE IRA are not taxed, but distributions are taxed. The tax and penalty
treatment applicable to distributions from a SIMPLE IRA is determined by the
owner's age at the time of distribution. Contributions to SIMPLE IRAs are
immediately 100% vested, and the owner of the SIMPLE IRA directs the
investments.

Because the responsibility of funding the SIMPLE IRA is shared between the
employer and employee, the start-up and maintenance costs for SIMPLE IRAs are
very low compared to qualified plans

Click on the link below to fill out a contact form to receive additional information
on SIMPLE IRA's for your New York business. Or you can speak with one of
our Employee Benefit agent specialists at 516-922-1200 or 212-268-4473 to
discuss the features.
SIMPLE IRA
The SEP is an IRA-based plan to which employers may make tax-deductible
contributions on behalf of eligible employees. The employer is allowed a tax
deduction for plan contributions, which are made to each eligible employees' SEP
IRA on a discretionary basis. Employees do not pay taxes on SEP contributions, but
the contributions are taxed when the employee receives a distribution from the SEP
IRA.

Any employee that is eligible to participate in their employer's SEP plan must
establish a Traditional IRA to which the employer will deposit SEP contributions.
SEP contributions become Traditional IRA assets and are subject to many of the
Traditional IRA rules, including the following:

Any employer with one or more employees may establish a SEP Plan. This includes
sole proprietorships, partnerships, corporations, and non-profit organizations.

Contributions to SEP IRAs are immediately 100% vested.

Click on the link below to fill out a contact form to receive additional information
on Simplified Employee Pension Plans (SEP's) for your New York business. Or
speak with one of our Employee Benefit agent specialists at 516-922-1200 or
212-268-4473 to discuss the features.
SEP or Simplified Employee Pension Plan
Employees' retirement benefits are predetermined by his or her compensation,
years of service, and age. A Defined Benefit Plan may determine that upon
retirement an employee will receive 1% of his/her average salary for the last
five years of employment for every year of service with the employer or the
plan may state the promised benefit as an exact dollar amount, such as $100
per month at retirement.

The employer will make contributions that, based on actuarial assumptions
including projected growth of investments, are required to reach the
predetermined retirement benefit. Should the performance of plan investments
fall below the projected amount, the employer is required to make additional
contributions to make up for the shortfall.

The contribution limits for Defined Benefit Plans are significantly higher than
the limits of defined contribution plans. (See below)
Defined Benefit Plans
A Defined Contribution Plan does not promise a specific amount of benefit at
retirement. Employees, employers, or both, contribute to these plans. Most often the
contribution will be a percentage of compensation up to a certain dollar amount.
Depending on the plan type, the contributions may or may not be made each year,
but they are invested on the employee's behalf, and the benefits paid to employees
are based on contributions and any earnings or loss. For defined contribution plans,
employers are not required to make up for any loss on investments. A defined
contribution plan can be a profit-sharing plan, an employee stock ownership plan, a
401(k) plan, or a money purchase pension plan.
Defined Contribution Plans
Click on the link below to fill out a contact form to receive additional information on
Defined Benefit and Contribution Plans for your business. Or you can speak with
one of our Employee Benefit agent specialists at 516-922-1200 or 212-268-4473 to
discuss the features.
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