Pioneer Investments: Who Should Consider the Uni-K Plan?

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Who Should Consider the Uni-K Plan?

Any business that employs only owners and their spouses -- including C corporations, S corporations, partnerships and sole proprietors -- is a candidate. Uni-K is not suitable for businesses with employees, or those that may be contemplating expansion in the near future.

Here's a sample of the types of business owners who should consider Uni-K:

Real estate brokers Independent board members
Consultants Graphic artists
Contract programmers Interior decorators
Electricians Lawyers
Chiropractors Accountants
Landscapers Manufacturer's representatives

Roll Other Retirement Plan Assets into Uni-K
If you have left money at a former employer or in an IRA Rollover, use Uni-K to consolidate your retirement savings. The Uni-K accepts rollovers from other retirement plans, including IRA, SEP, SIMPLE, 401(k), profit sharing and money purchase plans.

You'll benefit from simplified record keeping in one convenient, easy to manage account.

This material is not intended to replace the advice of a qualified attorney, tax advisor, investment professional, or insurance agent. Before making any financial commitment regarding the issues discussed here, consult with the appropriate professional advisor.


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