Retirement Plans for Every Size Business
Want to retain good employees and reward their loyalty? SEFCU can help. Through our relationship/affiliation with SEFCU Wealth Management Services*, we offer access to retirement plans to match any type and size business. As business owner, most plans let you deduct the money set aside for employee retirement plans - even your own retirement plan- from taxable business assets.
Choose from two basic plans:
- Defined benefit plan. You guarantee a retirement plan amount equal to x% of an employee’s salary if he/she works for you for a specified number of years before retiring.
- Defined contribution plan. You agree to invest an amount equal to x% of the employee’s salary annually, and the employee can choose to invest this money in a variety of investment options.
Learn More About Employee Retirement Plans Today.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial representatives associated with this Website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, ME, NC, NJ, NY, PA, UT, VA, VT, and WI.
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||Not Credit Union Guaranteed
||May Lose Value
|Not Guaranteed by any Government Agency
||Not a Credit Union Deposit