Accounts

SEP (Simplified Employee Pension Plan) Account

Easy to use and inexpensive plan for self-employed individuals and SMEs.

For entrepreneurs and small businesses, you have access to flexible annual contributions ranging from 0% to 25% of earned income.

 
  • Use Small Business Checker tool to find a plan
  • Flexibility with employer contributions
  • Employer contributions deductible as a business expense
  • Access to full range of investment choices

Available for self-employed individuals and owners of small businesses. Employees must be age 21 or older, receive annual compensation of $600 or more, and have worked for the company for at least three of the past five years.

Account must be established and funded by the employer's tax filing deadline

There is no annual SEP IRA fees but transaction fees, brokerage commissions and service fees may apply

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Accounts

Related Accounts

Check out the other account types we offer in relation to this.

Traditional IRA
Roth IRA
Simple IRA
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