Find a retirement plan that’s right for you and your employees.

Every business is unique, so are its benefit requirements. At Popular Investments®, we offer a variety of business retirement plans for self-employed professionals, entrepreneurs, as well as business owners and their employees. Our financial consultants will first work to understand your business before we discuss and develop solutions with you to help you and your employees’ future.

Explore our retirement plan options for your business' employees.

Find retirement planning solution that fit the needs of your business and your employees.

SEP IRA

SEP IRA

An SEP IRA allows you to set aside money in retirement accounts for yourself and your employees. This plan is best for businesses of any size, including self-employed individuals.1

SIMPLE IRA

SIMPLE IRA

A SIMPLE IRA is an easy and low-cost retirement plan that allows you and your employees to contribute to a traditional IRA. This plan is best if you have 100 or fewer employees.1

SIMPLE 401(k)

SIMPLE 401(k)

A SIMPLE 401k is a cost-effective 401(k) plan where you must make contributions to employees’ plans, and employee contributions are fully vested. This plan is ideal for business owners with 100 or fewer employees.

Employee stock purchase plans

Employee stock purchase plans

An employee stock purchase plan gives your employees an opportunity to become shareholders so they can participate in the company's growth.

401(k) plan management

401(k) plan management

Partner with us to develop a 401(k) plan, and then we can handle the record keeping and administrative services for your plan.

Customized plans

Customized plans

We’ll work with you to create a customized retirement plan that meets your institutional retirement needs.

Let's make a plan to drive your business forward.

Are you ready to get started on your business’ investment strategy? Our trained financial consultants 2 ready to discuss your investment options so we can find the right solutions for your business.



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Why choose the Popular Investments® team?

Expert advice

Expert advice

Our trained investment professionals are ready to discuss your options and find what's right for you.

Unbiased feedback

Unbiased feedback

We aren’t pushing our own investment products, so you get unbiased feedback.

Personalized service

Personalized service

We listen to your needs, because you're not a number in a portfolio.

Ease of doing business

Ease of doing business

We’re very hands-on throughout the entire process, so you can focus on the growth of your business.

Get started with one of our financial consultants today.

Our experienced financial consultants2 are here to help you through every step of the retirement planning process. Contact us to schedule your personalized planning session today.

Get started
design a financial plan for your business

Find more investment solutions for your business.

Stocks, bonds, and mutual funds

Stocks, bonds, and mutual funds

Build an investment portfolio that meets the needs of your business.

Learn more
Annuities and insurance

Annuities and insurance

Protect your business with our annuities and insurance solutions.

Learn more
Tax-efficient investing

Tax-efficient investing

Discover how our investment solutions can help reduce your business’ tax burden.3

Learn more

Investment Insights

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1Certain restrictions and conditions apply. Not all tax advantages may be available to you. The above is general information regarding IRAs. Specific questions on taxes, contributions, deductible qualifications and withdrawal rules, as they relate to your individual retirement accounts, should be reviewed with your professional tax advisor.

2All Popular Investments® Financial Consultants are registered representatives of Infinex Investments, Inc.

3Popular Investments® does not offer tax advice. Please consult your tax professional prior to investing.

Broker Check by FINRA

Securities and advisory services are offered through Osaic Institutions, Inc. (“Osaic Institutions”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Osaic Institutions or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA, also known as PIA US Insurance Agency (PIAUS), is a wholly owned subsidiary of Popular Bank, a New York state-chartered financial institution. Osaic Institutions or its affiliates are separate entities from and are not affiliated with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Osaic Institutions, or as insurance agents of PIAUSA. Osaic Institutions registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.

Please never share your Popular account details with anyone. Popular will never ask you for your password through email, social media or a third-party website. Learn more.