Series 65: 6.2.2.3.1 Simplified Employee Pension (SEP) Plans

Taken from our Series 65 Online Guide

6.2.2.3.1 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 h

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 6.2.2.3.1 Simplified Employee Pension (SEP) Plans, you might also be interested in:

Series 63 - Appendix A – Model Rule 102(a)(4)-1

Series 65 - 10.11.7.3 Common Types of Social Media Fraud

Series 54 - 2.2.2.2. Duty of Loyalty

Series 24 - 1035 Exchanges

Series 24 - Forwarding of Securities Information and Proxy Materials

Series 53 - Tower Amendments and SEC Rule 15c2-12

Series 65 - Education Savings Plans

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Very good material and well planned to help you pass the first time (Series 65). The audio tape structure is easy to listen to along with the reading material. Clear and to the point. Nothing dry about your material. Thank you. Highly recommend.

Carlos Acosta, GoldBox Wealth, San Antonio, TX

Passed my Series 65 on the first try! Solomon really has everything you need to pass. I followed the recommended schedule and took a ton of practice tests. This gave me a ton of confidence and it paid off!

Andrea Rivera, ForUsAll. Salt Lake City, UT

After failing the SIE with a different study company, I passed after using Solomon! I then passed the S6, S63 and S65 on the first try after studying with Solomon materials! I loved how easy the material was to comprehend and the practice tests were amazing! I felt well prepared for each test! Thank you Solomon!

Sara Hays, State Farm. Atascadero, CA

I used Solomon to prep for my Series 65 exam. I was extremely impressed with how prepared I was for the actual exam! After reviewing the chapter material and taking 7-10 quizzes for each chapter, I was scoring around a 75 average on the practice exams, I wasn't sure that would be enough to pass. However, on exam day I felt extremely confident with the material, and I passed the 65 on my first attempt with about 45 minutes to spare. Extremely satisfied with how Solomon teaches the material to truly make it stick, and also with the progress statistics that they show you, so you know what to work on. I would 100% recommend it to anyone trying to pass their Series exams!

Landry Mead, Goldman Sachs Ayco Personal Financial Management. Dallas, TX

Awesome customer service and material. Will definitely be a returning customer

Michael, MM Financial Planning. New York, NY

I passed the Series 65 on the first try and I would absolutely give credit to this tool. We all learn in vastly different ways, so having the options available for a study guide, audiobook, video training, flash cards, practice tests - and ALL of the other resources available was critical to my success. I've been out of school for over a decade and remembering HOW to study was hard. I'm so glad I had all of these options.

Ashley Dunning, Inspire Investing. Kansas City, MO