Trust Administration Services

Self-Directed IRA, Retirement Planning Services, Retirement Accounts

BUSINESS RETIREMENT PLANS
SEP IRA


	>	SEP IRA

	>	SIMPLE IRA

	>	INDIVIDUAL 401K

	>	PROFIT SHARING

	>	MONEY PURCHASE

	>	401K

	>	DEFINED BENEFIT

	>	BUSINESS RETIREMENT PLANS COMPARISON CHART

SEP-IRA ALLOWING EMPLOYEES AND SELF-
EMPLOYED INDIVIDUALS TO SAVE FOR RETIREMENT

A Simplified Employee Pension Plan (SEP) is a qualified written plan that allows you to make contributions toward your own retirement. An employer can also set up a SEP. This is a great program for new businesses and it is inexpensive to start up. The contributions are treated as if made to qualified pension, stock, bonus or annuity plans. So, they are deductible on your tax return and are generally not taxable.

For more information on the requirements, such as the forms for the written agreements, contact our Customer Service Department.

Eligibility
Contribution
Distribution

TRUST is a leading personal management provider of self-directed IRA retirement accounts, retirement planning services, real estate IRA and IRA custodian accounts. Access the largest diversification options for your investments with our retirement planning services. Trust Administration Services. TRUST does not sell investments nor provide investment advice, and all transactions are at the direction of the accountholder and/or their designated financial representative. Investment products are not FDIC insured, not guaranteed by the bank and may lose value.