A Simplified Employee Pension (SEP) is a flexible plan that provides business owners with an easy method to contribute toward their employees' retirement as well as their own. SEP is a great option for self-employed individuals or business owners looking to take advantage of tax-deductible contributions and tax-deferred growth.

Key features of a SEP Retirement Account:
  • Easy to set up and administer
  • Available to any size business
  • Low administrative costs
  • Can be combined with a traditional IRA or a Roth IRA
  • Establish financial security for you and employees
  • Tax-deductible contributions for business owners and employees
  • Your business pays no tax on the earnings on investments
  • No filing requirement for the employer
  • Use this benefit to attract and retain employees
Ready to set up your plan? Visit a local banking center or contact Johnny Long for more information or to open an account.

East Cambridge at Your Service

  • Natercia Calisto Image

    Natercia Calisto

    AVP, Business Development Manager
    Broadway Banking Center, Arlington
    NMLS ID: #1058405
    617.551.2551
    Email Natercia
  • KathyAnn Dottin Image

    KathyAnn Dottin

    AVP, Business Development Manager
    Salem Street Banking Center, Medford
    NMLS ID: #1058689
    617.551.2568
    Email KathyAnn
  • John Kirwan Image

    John Kirwan

    AVP, Customer Service - Digital Banking Manager
    Customer Service Center
    NMLS ID: #706962
    Email John
  • Robyn Lonardelli Image

    Robyn Lonardelli

    AVP, Business Development Manager
    Trapelo Road Banking Center, Belmont
    NMLS ID: #1068151
    617.551.2451
    Email Robyn
  • Richard Murray Image

    Richard Murray

    Business Development Manager
    West Medford Banking Center, Medford
    NMLS ID: #706659
    617.551.2365
    Email Richard
  • Fiona Nattabi Image

    Fiona Nattabi

    AVP, Business Development Manager
    Malden Banking Center, Malden
    NMLS ID: #750242
    617.551.2547
    Email Fiona
  • Bryant Nestico Image

    Bryant Nestico

    AVP, Business Development Manager
    Main Office, Cambridge
    NMLS ID: #1219892
    617.551.2480
    Email Bryant
  • Suraj Rajbanshi Image

    Suraj Rajbanshi

    Assistant Service Manager
    Highland Avenue Banking Center, Somerville
    NMLS ID: #928565
    617.551.2477
    Email Suraj
  • Madhu S. Satyal Image

    Madhu S. Satyal

    Business Development Manager
    Wal-Lex Banking Center, Waltham
    NMLS ID: #829483
    617.551.2530
    Email Madhu
  • Susan Shaw Image

    Susan Shaw

    Business Development Manager
    Woburn Banking Center, Woburn
    NMLS ID: #751319
    617.551.2314
    Email Susan
  • Amal Taouri Image

    Amal Taouri

    Business Development Manager
    Inman Square Banking Center, Cambridge
    NMLS ID: #1031097
    617.551.2313
    Email Amal
  • Sandy Youssef Image

    Sandy Youssef

    AVP, Business Development Manager
    Chelsea Banking Center, Chelsea
    NMLS ID: #1827521
    617.551.2390
    Email Sandy

LOCATIONS

GET DIRECTIONS