Self-Employed Investors

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

  • SEP plans are easy, low-cost retirement plans that allow 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

Learn more about SEP plans >

More Information

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 or any of our convenient offices.