SEP IRA

Where small business dreams meet retirement reality.

Business
SEP IRA

Maximize your retirement savings

A Simplified Employee Pension, commonly known as a SEP IRA, is an ideal retirement plan specifically designed for self-employed people and small business owners.

Ease and flexibility

A SEP IRA provides flexibility for contributions and is easy to set up and maintain.

May be tax deductible

Contributions to a SEP may be tax-deductible as a business expense.¹

Higher contribution limits

SEP IRAs offer nearly 10x higher contribution limits than traditional IRAs.

You might also want to explore:

Business Money Market Accounts

With the Business Green Money Market account, 100% of the money you deposit goes directly to funding renewable and energy efficiency projects and purchases for our members.

Learn more

Business Certificates

Offering compounded dividends that are credited monthly, a Business Certificate is a great way to start your business investment portfolio. Plus, they’re safe, secured, and federally insured.

Learn more

Open a SEP IRA

You can apply for our business savings products by completing our fillable PDF form (click Apply Now below to get started) and mailing it or dropping it off at any branch location along with the following documentation: registration and formation documents from the Secretary of State, copy of valid photo ID for all signers, and your EIN confirmation or tax returns.

Get started

Apply now

Talk to a loan officer

Meet the Business Team

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Disclosures

1.: Consult with your tax advisor for more information.

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