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SEP IRA: Simplified Employee Pension

“Legacy helped me set up a small business pension plan so I can be prepared for my future”

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Are you self-employed or a small business owner?  One of the most exciting products Legacy Bank offers is our Simplified Employee Pension.  This product allows us to make employee pension plans amazingly simple and available to even a one-person business. 

Legacy Bank's SEP program provides business owners with a simplified method to contribute toward their employees' retirement, as well as their own retirement savings. Contributions can be made to an individual IRA account for each plan participant.

Who Is eligible:

  • Any business owner with one or more employees
  • Anyone with freelance income

Contact a Legacy Bank Customer Service Representative today for a no hassle set-up that can get you saving for retirement today!