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 If you’re looking to reward your employees and ensure their loyalty, SEFCU can help. Through our partnership with UVEST Financial Services*, we offer access to a broad array of pension plans can fit any company size and business goal. To learn more, call our Investment Representatives at 518-862-1955 or 800-727-3328 (outside the 518 area code) or e-mail Call us at 518-862-1955, or e-mail sefcu@uvestmail.com . You’ll work with experienced Investment Representatives to carefully evaluate these aspects of your plan:
- Plan type. You can choose from two basic kinds of pension plan:
- Defined Benefit Plan. You guarantee a pension amount equal to x% of an employee’s salary if he/she works for you for a specified number of years before retiring.
- Defined Contribution Plan. You agree to invest an amount equal to x% of the employee’s salary annually, and the employee can choose to invest this money in a variety of investment options.
- Tax implications. Most plans enable you, as the business owner, to deduct the money you set aside for employee pensions—or even your own pension—from your taxable business assets.
Call SEFCU today to start making the most of our broad array of pension options.
*Securities are offered by, and Investment Consultants are registered with, UVEST Financial Services, member FINRA/SIPC. UVEST is independent of any financial institution.
| Not NCUA Insured |
Not Credit Union Guaranteed |
May Lose Value |
| Not Guaranteed by any Government Agency |
Not a Credit Union Deposit |
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