Small Businesses and Sole Proprietors
We handle small business and self-employed individual plans
Any employer, including a sole proprietorship, parnership, corporation, and nonprofit organization can establish a customized Simplified Employee Pension Plan (SEP).
SEP is an IRA-based plan that employers may make tax-deductible contributions on behalf of eligible employees in addition to:
- Low set-up and administration costs.
- SEP Plan contributions are discretionary. The employer decides every year if it wants to fund the SEP for that year..
- Employers are eligible to receive tax deductions for plan contributions.
- Contributions are 100% vested so employees may take them at any time.


