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

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*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.