Get the free Simplified Employee Pension Plan (SEP) - IRS

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Do not use this application to establish an Individual Retirement Account. Please print all items clearly (except signature). To avoid having your application returned, please be sure to complete

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How to fill out simplified employee pension plan

01

Determine if you are eligible to establish a simplified employee pension plan (SEP)

02

Obtain and complete the necessary IRS Form 5305-SEP or Form 5305A-SEP

03

Choose a financial institution to serve as the trustee or custodian of the SEP

04

Determine the percentage of each employee's compensation that you will contribute to the SEP

05

Provide written information about the SEP to all eligible employees

Who needs simplified employee pension plan?

01

Small business owners who want to provide a retirement savings plan for themselves and their employees

02

Self-employed individuals looking for a tax-advantaged way to save for retirement

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What is simplified employee pension plan?

A simplified employee pension plan, or SEP plan, is a type of retirement plan that allows employers to make contributions on behalf of their employees.

Who is required to file simplified employee pension plan?

Employers who have employees and want to provide a retirement savings plan may choose to establish a SEP plan.

How to fill out simplified employee pension plan?

To fill out a SEP plan, employers must complete Form 5305-SEP or use a prototype SEP plan offered by a financial institution.

What is the purpose of simplified employee pension plan?

The purpose of a SEP plan is to provide a simple and cost-effective way for employers to contribute to their employees' retirement savings.

What information must be reported on simplified employee pension plan?

A SEP plan must include information on participant eligibility, contribution amounts, and allocation methods.

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