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Simplified Employee Pension Plans

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. Prepare for retirement and gain tax advantages while saving with Itasca Bank & Trust Co.

The following types of IRA/SEP accounts are available:

  • IRA/SEP Savings
  • IRA/SEP Fixed Rate CD
  • IRA/SEP Variable 18 month CD

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

Natalie Wojtowicz-Roselle
Assistant Vice President, Operations Officer and Branch Manager
(630)773-0350 ext. 601


Have a question about ? Send us a quick message and we can get back to you.

Please note that we will answer your message as soon as possible between 8am-4pm, Monday through Friday. If the matter is urgent, please call the Bank during our regular business hours.

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