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Reset Formica APPLICATION Account # Advisor # Case # INVESTMENT ADVISOR Firm (Agent) and Primary Contact: Firm Name: Primary Contact: 1PLEASE SELECT THE TYPE OF IRA YOU WANT (SELECT ONLY ONE TYPE

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What is a simplified employee pension (SEP)?

A SEP is a retirement plan established by employers that allows them to make contributions towards their employees' retirement savings.

Who is required to file a simplified employee pension (SEP)?

Employers who have adopted a SEP plan for their employees are required to file a SEP plan.

How to fill out a simplified employee pension (SEP)?

To fill out a SEP plan, employers need to provide information about the contributions made for each employee, as well as their employment status and compensation.

What is the purpose of a simplified employee pension (SEP)?

The purpose of a SEP is to provide employees with a retirement savings plan that is easy to administer and allows for employer contributions.

What information must be reported on a simplified employee pension (SEP)?

Employers must report the contributions made for each employee, as well as their employment status and compensation.

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