Series 66: Simplified Employee Pension (SEP) Plans

Taken from our Series 66 Online Guide

Simplified Employee Pension (SEP) Plans

SEP plans are IRA-based retirement plans for any sized business but are usually favored by small businesses. Under this type of plan, the business owner can make pre-tax contributions into IRA accounts set up for eligible employees and also for herself if the owner is self-employed. The plan allows employers to skip contributions in years when business is bad, but if the owner makes a contribution for herself she must also make contributions for her employees

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I sat for the Series 66 on March 16th. I got an 85. I give all kudos to Solomon. The study materials were excellent.

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