Simplified Employee Pension (SEP)
An employer-funded retirement plan where the business can contribute to eligible employees’ retirement accounts. Often used by small businesses seeking a straightforward setup.
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How Retirement Plans help Your Business and Your Team
Offering a retirement plan can be a meaningful way to support employees while strengthening your business’s long-term strategy. Today, businesses of all sizes have access to retirement plan options that are flexible, tax-advantaged, and scalable as the organization grows.
Plans such as the Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) were created specifically for small businesses, typically those with fewer than 100 employees. These plans are generally easier and more cost-effective to administer while still providing employees with a clear and accessible way to save for retirement.
For businesses seeking more advanced options, plans such as 401(k), 403(b), and 412(e)(3) can offer higher contribution limits, broader plan features, and greater flexibility for both employers and employees.
Take the Next Step
Choosing the right retirement plan for your business and employees can be complex, but it doesn’t have to be overwhelming. Our team is here to help you explore your options to determine which plan will best suit your needs.
We can help you potentially save time and money through streamlined management and offer additional educational services to empower your employees to take full advantage of their retirement benefits.
Contact us today to get started on designing a retirement plan strategy that aligns with your goals!