A Simplified Employee Pension plan (SEP) lets you build retirement savings for your employees and yourself, while gaining tax advantages for your business.
Self-directed SEP IRAs offer plan participants a variety of investment choices, including stocks, bonds and mutual funds. The employer makes the contribution, and the employee chooses how the funds will be invested.
Open an Associated Investment Services* brokerage account online and start your application to establish a SEP IRA plan. We’ll guide you through the rest of the process, creating valuable benefits for you and your employees. For more information, call or visit the Associated Bank branch location nearest you.
SECURITIES AND ADVISORY SERVICES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. (AIS), member FINRA and SIPC, d/b/a Associated Investment Services Group in Minnesota. • AIS is an affiliate of Associated Banc-Corp (AB-C). • Associated is a marketing name AB-C uses for products and services offered by AIS. • AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your tax, legal or accounting advisors regarding your individual situation.
Investment and Securities Products:
- NOT FDIC-INSURED
- NOT GUARANTEED BY THE BANK
- MAY LOSE VALUE
Withdrawals prior to age 59 ½ are generally subject to a 10% IRS penalty tax.