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Plan a secure future for your business and for your employees

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Monex Pension Plans are the comprehensive solution for businesses seeking to retain and attract talent while strategically fulfilling their labor obligations.

This plan allows you to establish a fund to cover the retirement benefits of your employees without affecting your cash flow. Additionally, if it meets all tax requirements, company contributions are tax deductible.

Monex offers defined benefit or contribution plans tailored to your business's needs. With transparency, security, and high flexibility in the investment of your contributions, you will build wealth for the benefit of your business and the retirement of your employees.

 

For the Business

● Tax deduction for fund contributions.
● It is a tool to comply with retirement-related labor obligations.
● Attraction and retention of executive talent.
● Building wealth for the benefit of the company and its collaborators.
● Flexibility in the investment of contributions.

For the Employees

● Financial security for their retirement.
● Additional contribution for their retirement.
● No tax withholding, as it is not cumulative with your salary.
● Peace of mind when planning their financial future.
● Possibility of obtaining a defined benefit or contribution plan.
● Potential to increase long-term savings.

Features

  • Defined benefit or contribution pension plans.
  • Professional management of resources.
  • Investment diversification.
  • Regular reports.
  • Personalized advisory services.

Sign up Requisites

  • Sign up application form.
  • The company’s plan document.
  • The company's Articles of Incorporation.
  • Notarized powers of the legal representatives.
  • The company’s tax identification number (RFC) 
  • Current proof of address of the company.
  • Valid official identification of the signatorie

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Secure a dignified retirement for your employees and a prosperous future for your business with Monex Pension Plans.