Plan Types and Provisions

Simplified Employee Pension (SEP)

A SEP allows employers to establish SEP-IRAs for all eligible employees, including owner employees. The employer must contribute a uniform percent of pay for each employee - the current maximum is 15% or $30,000, whichever is less. Contributions are deductible to the employer.

Participants are always 100% vested in the SEP-IRA account. The participant has complete investment control of the SEP-IRA.

Because there are minimal requirements to establish the SEP-IRA, and no reporting requirements, they are very inexpensive plans to maintain.