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Employee Retirement Plans

Help build a retirement nest egg for the people who helped build your business. SEFCU offers access to Employee Retirement Plans for every size business.

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.

Not NCUA Insured  Not Credit Union Guaranteed  May Lose Value 
Not Guaranteed by any Government Agency  Not a Credit Union Deposit