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

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