A variety of qualified and non-qualified plans are available through Bank Leumi USA, including:
401(k)
A qualified retirement plan into which employees can contribute a portion of their compensation, generally on a pre-tax basis. Contributions grow tax-deferred until withdrawn. These plans offer a variety of investment options with tax-deferred growth of earnings. Must be offered to all employees without discrimination.
403(b)
These plans are similar to the 401(k) and are usually offered to employees of public schools and 501(c)(3) tax-exempt organizations. They offer a variety of investment options with tax-deferred growth of earnings. Must be offered to all employees.
Deferred Compensation
Non-qualified plans are offered to a select group of employees that provides a way to compensate and retain highly-paid employees or to grow earnings tax deferred.
For more information please contact the Private Banker in your branch or call LeumiLines at
1-800-892-5430.
Securities and insurance products are offered through Leumi Investment Services Inc. (LISI), a wholly owned subsidiary of Bank Leumi USA and a member of FINRA/SIPC.
PRODUCTS OFFERED THROUGH LISI:
NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE | 
