Employers

Our Goal is Simple:

We want to create the opportunity for everyone to pursue financial well-being. And we believe that having access to plan information is essential to helping you and your employees pursue that financial well-being. 

What is a SEP IRA?

A simplified employee pension (SEP) is a written plan that allows small-business owners to make retirement contributions to traditional IRAs (SEP IRAs) set up for themselves and for each eligible employee.

A Section 457(b) plan is a type of non-qualified deferred compensation plan that certain governmental and tax-exempt organizations can establish for their employees.

Like other deferred compensation plans, the purpose of a Section

Advantages of a 403(b) Plan for employees

• Employees may choose to make contributions pretax or Roth which are made after-tax.
• They pay no income taxes on contributions or earnings until they are distributed.
• Tax-deferral maximizes the compounding value and increases t

Advantages of Using a 401(a) Defined Contribution Plan for Employer Contributions

• No offset against the 457 Plan contribution limit
• Contributions are not subject to FICA tax as in a 457 Plan
• A vesting schedule can apply to the contributions
• Participant lo