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RETIREMENT AND EMPLOYEE BENEFITS

Financial security is invaluable. Grunawalt Baer Financial offers a full range of retirement and employee benefit plan services and products tailored to individual business needs.

401(k) Plans

These plans allow employees to participate in their own retirement program by deferring and investing a portion of their earnings. Employers may contribute to the plan on a discretionary basis.

IRAs

Individual Retirement Account that enables you to save for retirement with tax deductible and/or tax deferred dollars.

Simple IRAs & SEP Plans

Retirement plans designed for companies with fewer than 100 employees.

Profit Sharing Plans

Employer funded retirement programs give employees a "stake" in the profitability of a business.

Cafeteria Benefit Plans

"Umbrella" program by which the employer may provide medical, dental, disability and life insurance to employees.

Non-Qualified Deferred Compensation Plans

An effective tax deferred method to reward employees as an alternative or in addition to Qualified Plans.

Grunawalt Baer Financial
Edison Lakes Corporate Park
4220 Edison Lakes Pkwy, Suite 240
Mishawaka, IN 46545
Tel: (574) 271-3860 | Fax (574) 271-3870
Toll Free: (800) 540-3860
info@grunawaltbaer.com

Grunawalt Baer Diaz Financial
Winterton Office Park
1040 E. 86th Street, Suite. 44H
Indianapolis, IN 46240
Tel: (317) 846-9702 | Fax (317) 846-8742
Toll Free: (888) 846-9703
info@gbdfinancial.com

 
Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Grunawalt Baer are not affiliated. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of CA, CO, IL, IN, KY, MA, MI, OH. Licensed for insurance sales in CA, CO, FL, IL, IN, KY, MA, MI, NY. A representative from Grunawalt Baer Financial will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.