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UVEST Financial Services Many people rely on their employer’s savings plan as a significant source of retirement income. SEFCU, through partnership with UVEST*, can help you create a retirement plan that’s just right for your business. In this section of our website, you’ll discover a broad spectrum of plans for retirement and college savings alike—because at SEFCU, benefiting your business is our business.
 
*Securities are offered by, and Investment Consultants are registered with, UVEST Financial Services, member FINRA/SIPC. UVEST is independent of any financial institution. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


Not NCUA Insured Not Credit Union Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Credit Union Deposit
 
Right from here, you can read about our:

Company 401(k) Plans
If you have over 100 employees, consider a plan that lets them invest part of their salaries – and your matching contributions – in a host of investment accounts.

Employee Pension Plans
Reward employees for their long tenure by guaranteeing post-retirement income.

Employer Sponsored College Savings
An outstanding benefit for employees with children.

Simple IRA Retirement Plans
If you have fewer than 100 employees, use this easy-to-administer plan to build funds for retirement.

Individual 401(k) Plans
A plan designed specifically for small businesses and independent contractors.


 
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