fbpx

TSAs and SEPs

TSAs and SEPS - Specialized Retirement Plans

Catholic United Financial offers specialized retirement plans for specific needs: tax sheltered annuity and simplified employee pension plan.

Tax Sheltered Annuity (TSA)

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.*

TSAs and SEPs - How do I get started?

Contact your local Sales Representative to have a conversation on the type of specialized retirement plan that’s right for your situation. Your local rep can also provide you with a personalized quote for a tax sheltered annuity or simplified employee pension plan.

Other retirement savings options

Learn with us

Financial education with a Catholic focus
Let your family know about your estate planning and health care decisions this Christmas season

Use Christmas time to communicate

John Tetzloff says take a moment during this year’s Christmas phone call or Zoom group to tell the family members about your estate plans.
Read More
Fixed rate annuities help you achieve financial goals

Achieve multiple retirement goals using one product

Fixed rate annuities are a time-honored way of helping to lessen uncertainty in a retirement plan.
Read More
Older couple reviewing their Med Supp paperwork and calculations

Federal law changes 2020 RMD requirement

New CARES Act eliminates 2020 requirement for individuals 70 and a half years of age to take a Required Minimum Distribution from their retirement accounts
Read More

*Catholic United Financial does not provide tax or legal advice. Consult your personal tax or legal advisor with questions about your specific situation. ** Catholic United IRAs are individual retirement annuities.