Employer-Sponsored Plans

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Individual (k)

Target Market:

Owner only businesses (including spouses) looking to maximize retirement plan contributions.

Contribution Types:

Employee salary deferrals and employer contributions.

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SIMPLE IRA

Target Market:

Small-business owners with up to 100 employees looking for simple to establish plan with minimal administration.

Contribution Types:

Employee salary deferrals and employer contributions

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SEP-IRA

Target Market:

Small-business owners looking for simple to establish plan with minimal administration.

Contribution Types:

Employer contributions

 

 

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TSA/403(b)

Target Market:

K-12 teachers where the employer is offering the 403(b) plan and Pacific Life is an approved 403(b) provider.

Contribution Types:

Employee salary deferrals

 

Want to Talk Further on this Topic?

The Retirement Strategies Group, subject-matter specialists with advanced degrees and designations such as CFA®, CFP®, ChFC®, CLU®, and JD, are ready to help.

Email the Team
Call (800) 722-2333 or (800) 748-6907 in New York

Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. 

Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency

For financial professional use only. Not for use with the public.

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