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Self Employed Investors

Consider a SEP (Simplified Employee Pension Plan) for yourself and your employees.

  • SEP Plans are an easy, low-cost retirement plan that allows an employer to contribute to employees' Traditional IRAs.
  • SEP contributions provide a tax deduction for the business owner.
  • Contribution limit allowed is 25% of net earnings.
  • Employer funds same percentage for eligible employees.

To learn more about an existing retirement plan, opening an IRA, or moving your retirement assets, please contact the Retirement Services Department at (413) 572-4282, e-mail us, or stop by any of our convenient offices.

> Retirement Financial Calculators