Simple IRA for Sneller Snow and Grounds

WELCOME

Sneller Snow & Grounds offers eligible employees a SIMPLE IRA program so you can save toward your long-term goals. This is a benefit that allows you to contribute from your earnings into a personal retirement fund while Sneller matches your contributions up to 3% of your earnings. Your contributions are also tax-deferred, meaning that you don’t have to pay taxes until you make a withdrawal in retirement.

Employees who have earned more than $5,000 working for Sneller in two or more prior years are eligible to participate, whether you are full-time, part-time, or seasonal. The maximum you can contribute if you are under age 50 is $13,500. If you are over age 50, you are allowed to contribute an additional $3,000 as a “catch-up” contribution. To learn more about Simple IRAs, visit the IRS website HERE.

To sign up to participate in the plan, you must complete the following forms. Please download, complete, then return to Liz Trawczynski. Dropbox or Google Docs are recommended to securely return your completed documents.
Client Profile
Investment Advisor Agreement
Elective Deferral Agreement (return to Henry Gysen)

STRATEGY
Investing in stock or bond markets can be confusing. We’re here as coaches to simplify the process and help you achieve market returns and peace of mind.

We know that markets are efficient, unpredictable, and that they provide a positive return over time. Putting this historical data and Nobel Prize-winning research into practice we’ll guide you to simplifying your financial picture so you can live on purpose and prioritize the life in front of you.

Our Free Market Investing Strategy is based on undisputed economic theories including: Modern Portfolio Theory (by Harry Markowitz), Efficient Market Theory (by Eugene Fama), and the Three Factor Model (by Eugene Fama & Kenneth French).

You are welcome to join us at the next American Dream Experience workshop so you can set your money in right relationship as a support to living your dreams on purpose. To learn more, click HERE.

To register for our next workshop, contact Steve Vanderwey today.

CLIENTS
Cornerstone Wealth Partners commits to meeting with the entire team annually. We also invite you to connect with questions or scenarios along the way. You are welcome to call us, attend our quarterly investor coaching events, and meet with your Investor Coach annually or more often as needed. We can set meetings over the phone, video chat (Zoom), or at our office. For specific questions, call or send us an email anytime.

Login to ETrade Advisor Services to review your account HERE. If you haven’t logged in before, click HERE (download) for instructions.

Please contact us anytime with questions regarding your investments:
Steve Vanderwey, Investor Coach
(616) 458-6480, [email protected]
1600 East Beltline Ave. NE, Suite 217, Grand Rapids, MI 49525