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Q. What is the Agent Security Plan?
A. The Agent Security Plan is a retirement plan that has been designed for the Real Estate professional to set aside money into an IRS approved Simplified Employee Pension Plan (SEP).
Q. What is a SEP?
A. A Simplified Employee Pension plan is available to self-employed individuals and allows for tax deductible contributions and tax deferred earnings. Distributions received from the plan are taxed according to IRA rules.
Q. Are there limits to my contributions?
A. Yes. The maximum contribution to a SEP is 13.04% of your net self-employee income or $25,500, whichever is less.
Q. What investment options are available through the Agent Security Plan?
A. We offer some of the top mutual fund families. Each were chosen because of a wide selection of investment options, competitive performance, and a best of class record keeping system.
Q. What costs are associated with this plan?
A. 100% of your contributions are invested in the funds you have selected. The Bryton Companies does not charge a fee for services.
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Plan Features:
- Diversified mutual fund families
- Commission deduction (with Broker approval)
- Easy plan administration
- Tax-Deductible contributions
- High maximum contributions
- Low administration cost
- Toll-free customer support
How Do I Begin?
To begin participating in the Agent Security Plan or if you would like more information, call one of our representatives at The Bryton Companies (1.800.288.9522). We'll send you the necessary materials to begin your SEP plan and answer any questions you may have. You can also contact us to request information by clicking here.
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The Bryton Companies' investment division is a Preferred Service Provider for GMAC Real Estate. The Bryton Companies offer independent investment consulting services to individuals, corporations, endowments, foundations, public fund sponsors, and financial institutions. Our consultants are highly qualified and experienced in the areas of:
- Fiduciary compliance and conduct
- Portfolio analysis and design
- Investment policy development
- Manager searches
- Performance evaluation
- Plan cost control
Securities Offered Through QA3 Financial Corp., Member FINRA/SIPC and Advisory Services Offered Through QA3 Financial, LLC, an SEC Registered Investment Advisor. One Valmont Plaza, 4th Floor, Omaha, NE 68154. Telephone: 888/337-4094 |
| "Making Sense of Today's Financial Choices"
 | The Bryton Companies |
1466 - 28th Street, Suite 100
West Des Moines, Iowa 50266
Phone: 515-223-1601
Toll Free: 800-288-9522
Fax: 515-223-9301
www.bryton.com
The Bryton Companies
is a Preferred Service Provider for
GMAC Real Estate.
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