Catholic United Financial offers these specialized retirement plans for specific needs.
Tax-Sheltered Annuities (TSAs)
Retirement savings plans 403(b) for employees of public schools, certain tax-exempt organizations and clergy that allow for contributions on a pre-tax basis.
Simplified Employee Pension (SEP) Plan
Flexible plan for employers that allows for, in many cases, tax-deductible plan contributions and tax-deferred investment growth with simplified administrative features.
Please note: Catholic United Financial does not provide tax or legal advice. Consult your personal tax or legal advisor with questions about your specific situation.
How do I get started?
Contact your local Sales Representative about setting up a TSA or SEP for your specific situation.