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Armada’s Simplified Employee Pension Individual Retirement Account Plan (SEP IRA)

The Armada SEP IRA Plan enables self-employed people and small business owners to make tax-deductible contributions of up to 25% of their income, with a maximum contribution of $40,000 annually, while maintaining complete contribution flexibility. In general, employers must contribute the same percentage of pay for themselves and any eligible employees.

SEP IRAs allow employers to offer company-funded retirement programs without the burden of maintaining a "qualified" retirement plan. When establishing a SEP IRA plan for a business, the employer and any eligible employees establish individual SEP IRAs. Employer contributions are then made directly into each separate SEP IRA account.

For more detailed information about the features and advantages of Armada SEP IRAs, review our Armada Guide to Employer- Funded Retirement Plans.

If you would like to download information about Armada’s SEP IRAs or have additional information mailed to you, click here.


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NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

You should consider the investment objectives, risks, charges and expenses of the Armada Funds carefully before investing. A prospectus may be downloaded and viewed with this and other information about the Funds or may be obtained by contacting an investment professional or by calling 1-800-622-FUND (3863.) Please read it carefully before you invest or send money.

National City Investment Management Company (IMC) serves as investment adviser to Armada Funds for which it receives an investment advisory fee. Shares of Armada Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with IMC and is not a bank.



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