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We’re here to help make planning for retirement and investments easy, both for you and your employees. Tap into our resources to help your business’ money work harder.
Are you looking to set up a plan for your employees? You’ll want to look into our Simplified Employee Pension Plan (SEP).
An SEP allows employees to save for retirement with an easy-to-follow plan that you set up and contribute to on their behalf.
It follows many of the same rules as a traditional IRA, with the added benefit of employer contributions. Plus, employees may be eligible to have you, as their employer, contribute up to 25% of their salary to the plan. Offering a SEP can help you recruit and retain valuable employees. Let’s talk about your options today.
Our Learning Center has articles, tools and resources to help you manage your business.
Helpful links from our Learning Center:
Understanding Pension Plans
Simplified Employee Pension (SEP) Plans
Type of Retirement Plans
Compensation Basics
Helping your employees get ready for retirement is easy. Let’s talk about the Traditional IRA.
This Individual Retirement Account (IRA) is tax deferred, so your employees don’t pay taxes until it’s time to withdraw their funds. This allows their nest egg to grow more quickly. We offer a wide range of investment options, including traditional Savings Accounts and CDs. Contact us to discuss which is best for your organization.
Access articles, tools and resources in our Learning Center to help you manage your business.
Spend It or Invest in an IRA?
What Are My IRA Options?
By offering your employees access to a Roth IRA, you’re helping them plan for tomorrow.
With our Roth IRAs, your employees’ retirement savings grow with money that’s already been taxed. When it’s time for retirement, their funds are completely theirs.
Roth IRAs offer a range of investment options, including traditional savings accounts and CDs. Your employees can start saving today and enjoy all of their cash at retirement. Contact us to discuss which is best for your organization.
You are not alone! We’re here to help.
Let the financial professionals at First Federal Lakewood Investment Services help you determine the right options for you, your business and your employees.
Our advisers start with an assessment of your business goals and what it’ll take to meet them. They can guide you through your options for risk management and investment planning, and help you put together a plan that takes advantage of a broad range of solid investment products and services.
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