Small Business Retirement Solutions
Retirement options to fit every type of business

Get the small business retirement options you need to reduce your tax burden and attract and retain employees.

Extraco carries a wide range of small business retirement solutions to fit the needs of sole proprietorships, partnerships and corporations, including:

Simplified Employee Pension (SEP) Plan An easy business retirement plan with no special IRS filings or complicated reporting. Savings Incentive Match Plan for Employees (SIMPLE) Inexpensive salary-deferral retirement plan. Ideal for companies under 100 employees. 401(k) Plans A profit-sharing plan for proprietorships, partnerships and corporations. 529 Plans A tax-advantaged plan to prepay tuition or save money for education expenses. 403(b) Plans A tax-sheltered annuity plan for schools, churches and not-for-profit organizations.

403(b)(7) Plans A tax-sheltered retirement plan for not-for-profit organizations. Individual Retirement Accounts (IRA) The smart way to boost retirement savings and get tax-deferred earnings. Profit-Sharing Plans A defined contribution retirement plan for owners and employees. Money Purchase Plans A defined contribution pension plan for owners and employees. Long-Term Care Insurance Protection for individuals who require home health care or nursing services. Disability Insurance Protection from the loss of employment earnings due to a disabling injury or illness.

For more information, contact an Extraco Relationship Manager by e-mail, or call 866-EXTRACO toll-free.

Bridge the technology gap Get the IT help you need from Extraco — consulting, planning, support and more. Line of credit Improve your cash flow with revolving and non-revolving lines of credit.

INSURANCE PRODUCTS ARE NOT DEPOSITS, NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY EXTRACO BANKS OR ITS AFFILIATES AND MAY GO DOWN IN VALUE. Investment consultants are registered representatives of, and securities are offered through, UVEST Financial Services, a registered broker/dealer and member FINRA, SIPC. INVESTMENT PRODUCTS ARE NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE.