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You work so hard to make your business thrive, but have you given as much thought to what comes next? Our experts can give you the hands-on, personalized guidance you need to set up a retirement plan that meets your business needs and those of your employees.

SEP Retirement Account

A Simplified Employee Pension (SEP) is a flexible plan that makes it easy for owners of businesses of all sizes to make retirement contributions for themselves and their employees. SEP is a great option for your business if you want an affordable plan without the start up and operating costs of a conventional retirement plan.

The finer points:

  • Establish financial security for you and employees
  • Contributions are tax deductible and your business pays no tax on the earnings on the investments
  • Get lower administrative costs than utilizing an outside plan professional
  • Enjoy the convenience of not having to file annual financial reports with the government
  • Use this benefit to attract and retain employees

SIMPLE Retirement Account

Our SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA plan is an easy-to-run retirement plan for small businesses with less than 100 employees.

The finer points:

  • Choose to match participating employee contributions or contribute a percentage of eligible employee pay
  • Give employees the ability to make tax-deferred contributions through payroll deduction
  • Get lower administrative costs than utilizing an outside plan professional
  • Enjoy the convenience of not having to file annual financial reports with the government
  • Use this benefit to attract and retain employees

Visit a branch to get started, or call 888.418.5626 for more information.

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