Simplified Employee Pension (SEP)

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Set up an easy, low-cost retirement plan that shows employees you care. A SEP plan allows you to contribute to traditional IRAs set up for your employees, while offering them a tax-advantaged* fund for retirement.

Details
  • Set up a retirement plan with tax benefits* for your employees
  • Ideal for self-employed individuals, sole proprietorships, and partnerships
  • Interest-bearing account
  • Make contributions on their behalf
  • Increase employee loyalty and well-being
  • No contribution requirement*
  • Employer contributions are usually tax deductible*
  • Employee funds are tax deferred*
  • No setup fees or maintenance charges

High value ... with low maintenance.

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*Consult your tax adviser.

For more information on fees see our Business Fee Schedule