SEP & SIMPLE IRAs

As a small business owner, you know the daily challenges of maintaining a successful business. Turn your hard work into a sound investment strategy by offering a strong retirement plan and take advantage of valuable tax benefits while achieving long-term financial success. Today's small business retirement plans, such as a SEP or SIMPLE plans, are relatively easy to set up and operate. With minimal costs and no complex IRS reporting, you can focus on what's really important - running your business.  

Additional Benefits:

  • Save for your own retirement and realize tax-deferred growth on your investments
  • Provide higher contribution rates than a typical IRA
  • Receive tax credits and other incentives from the federal government
  • Attract and keep quality employees
  • Easy set up and administration 

As your local retirement plan partner, Univest Investments can help you decide what retirement plan makes the most sense for your company. Furthermore, a trusted Univest Investments Financial Advisor can assist you and your employees in making informed retirement planning decisions as well as assist in enrollments, continuing education, and annual investment reviews. 

Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.