Simplified Employee Pension Plan (SEP)

Do you own a small business? 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

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.

Retirement Services Team

Calla Vassilopoulos Calla Vassilopoulos AVP, Retirement Services Manager (413) 572-4282 141 Elm Street Westfield, MA
Angelica Tougas Angelica Tougas Senior Retirement Services Specialist 413-568-1911 70 Center Street Chicopee, MA