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Simplified Employee Pension Plans (SEP IRAs) help self-employed individuals and small-business owners get access to a tax-deferred benefit when saving for retirement.
Our relationship bankers are specially qualified in creating Simplified Employee Pension Plans. We’ve worked with many local business owners in Itasca and Roselle. Set up your appointment to discuss how you can secure your financial future.
For additional information contact a Relationship Banker. When sending an email to anyone at Itasca Bank & Trust Co. with account numbers or any other confidential financial or personal information, please be sure to use our Secure Email system. If your request or message needs immediate attention, please call the Bank at 630-773-0350.
Claribel Veslino - Itasca
Operations Officer, Customer Service Manager
630-773-0350 ext. 209
