Simplified Employee Pension (SEP IRA)

A happy employee is a productive employee. Keep them that way by helping them meet their retirement goals. Our SEP IRA plan offers competitive interest, higher than regular savings, with certain associated tax advantages*. Provide big company benefits while maintaining a close-knit workplace. Plus, SEPs are easy to set up and manage.

Details
  • Boost employee morale with attractive retirement plan
  • Available to any size business, including self-employed
  • Help employees reach their retirement savings goals
  • Employee always has complete ownership of all SEP IRA money
  • Earn competitive interest on entire balance
  • Contributions are tax deductible*
  • Flexible annual contributions, no locked-in percentage
  • Employer must contribute equally for all eligible employees
  • Inexpensive to set up and operate

*Consult a tax advisor.