Whether you run a large company or are an individual small business owner, WFNInvest you can help you to develop a sensible plan to achieve your and your employees' retirement goals.

Choose from a SEP, Simple Retirement Plan, 401k, Keogh, or your own prototype plan. At WFNInvest, there is never an annual maintenance fee for retirement accounts with equity balances above $10,000.

WFNInvest's retirement plans are self-directed, allowing plan holders to invest in mutual funds, stocks, bonds and other investments through one convenient, consolidated account. And, when money is not invested, we sweep the balance into a money market fund, so cash is never idle, even when switching investments.

Retirement Accounts can be opened online by downloading and filling out a Retirement Application or through a customer service representative by calling toll-free 1-877-WFN-4YOU (1-877-936-4968).

RETIREMENT ACCOUNTS
SIMPLE IRA	A Simple IRA plan is for a business that has 25 or fewer employees and does not currently contribute to a retirement plan. Simples enable a business to establish a 401(K) type employee savings plan without the typical administrative costs and complexities associated with a traditional 401(K) plan. For further information on Simle IRA plans, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)     Open an Account online   Retirement Calculators  Learning Center
SEP	A SEP is for business owners seeking a simple, low cost retirement plan providing the opportunity to contribute as much as 15% of compensation up to the set dollar limit per plan participant. For further information on SEPs, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)     Open an Account online   Retirement Calculators  Learning Center
401(K)	401(k)plans are for employers seeking a retirement plan that allows for employee pre-tax savings and, if desired, employer matching and/or discretionary contributions. For further information on 401(k)s, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)     Open an Account online   Retirement Calculators  Learning Center
MONEY PURCHASE PENSION PLANS (as part of our Keogh product)	Money purchase pension plans are suitable for firms with higher and more stable earnings who wish to contribute a higher annual compensation percentage (up to 25%). They are available to sole proprietorships, corporations, "S" corporations, and non-profit organizations. For further information on money purchase pension plans, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)      Retirement Calculators    Learning Center
PROFIT SHARING PLANS (as part of our Keogh product)	Profit sharing plans are for employers seeking contribution flexibility and whose businesses are either sole proprietorships, partnerships, corporations, "S" corporations and non-profit organizations. For further information on profitt sharing plans, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)      Retirement Calculators    Learning Center
YOUR OWN PLAN	Customers can open a retirement account with WFNInvest using their own non-prototype plan they have created with the help of their financial attorney. To apply for such an account, a completed, standard account application and a copy of the plan is required. For further information onyour own non-prototype plan, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)      Retirement Calculators