TSAs and SEPs

Specialized Retirement Plans

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.*

Other retirement savings options

*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.