Retirement & Education Savings Accounts

For descriptions, eligibility, and yearly updates on retirement and education accounts, please visit

Retirement Accounts
Whether you are just getting started, changing jobs, doing a 401(k) rollover, or running a business, FAM Shareholder Services can guide you.

• Traditional IRA (Individual Retirement Account)
• Roth IRA
• SEP Account (Simplified Employee Pension)
• SIMPLE IRA (Savings Incentive Match Plan for Employees)
• 403(b)(7)
• Individual(k)

Education Savings Accounts
Research shows that most parents do not expect to be ready to pay for their child’s college education. We can help you prepare for those tuition bills.

• Coverdell Education Savings Account (ESA)
• Uniform Gifts to Minors Act (UGMA) Account & Uniform Transfers to Minors Act (UTMA) Account

For more information, please call FAM Shareholder Services at 800-932-3271.

Please see Fenimore disclosure.