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. • Securities offered are NOT deposits or obligations of, insured or guaranteed by Associated Banc-Corp ("AB-C") or any bank or affiliate, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. • Advisory services may not be available in all locations. • Associated Bank, N.A. and AIS are affiliates of AB-C.
Withdrawals prior to age 59 ½ are generally subject to a 10% IRS penalty tax.