Will your employees be able to send their children—or even themselves—to college? With a College Savings Plan, you can offer a viable way for them to build up their own education fund. Call us today at 518-862-1955 or 800-727-3328 (outside the 518 area code) or e-mailCall us at 518-862-1955, or email sefcu@uvestmail.com to learn about the convenience and financial advantages that college savings plans offer.
Getting started is easy. You determine the New York State plan in which you would like voluntary employee deposits invested, and SEFCU takes care of the paperwork. Each employee determines an amount to be set aside per paycheck, up to certain maximums, and can invest these funds in a host of asset allocation options. No taxes are paid on the account funds when they are withdrawn for tuition, room and board, supplies, and other qualified education expenses.
Why not let SEFCU, through our partnership with UVEST Financial Services*, provide your employees access to an easy, convenient way to meet one of their greatest expenses? They’ll appreciate it – and you’ll reap the benefits of employee satisfaction.
*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 |