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:
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.