Simplified Employee Pension (SEP)

An easy low-cost retirement plan that shows them you care.

Summary

Show your employees how much you care by helping them invest in their future. A SEP plan allows you to contribute to traditional IRAs (SEP-IRAs*) set up for your employees. A SEP also gives your employees a tax-advantaged** fund for retirement. Take advantage of a great benefit to increase employee loyalty.

  • Set up a retirement plan with tax benefits* for your employees
  • Available for businesses of any size
  • Includes sole proprietorships
  • Make contributions on behalf of your employees
  • Increase employee loyalty and well-being

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*A SEP-IRA account is a traditional IRA and follows the same investment, distribution, and rollover rules as traditional IRAs

 **Consult a tax advisor