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Self-employed or own a small business? Help yourself or your employees save for retirement with tax advantages1.

Key Features

  • Tax Advantages 1
  • Flexible Contributions
  • Boost Employee Morale
  • Available to any size business, including self-employed
  • Contribute to own retirement as well as employees
  • Contributions are tax deductible1
  • Flexible annual contribution (percentage you choose is not locked)
  • Employer must contribute equally for all eligible employees
  • Possible tax credit for opening a new SEP plan1
  • Generally, no documents to file with government
  • Very low administrative costs
  • Gain employee satisfaction with attractive retirement plan

1Consult a tax advisor.

It's Time to Bank Better

Here you're family — not a number.

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