Employer Plans: SEP Plans

Are you missing out on opportunities with small business owners who could recognize substantial tax and retirement benefits by setting up a SEP plan? Join this webinar to see why so many small business owners establish SEP plans, especially small, family-owned or independent businesses. SEP plans are easy to establish and maintain and offer business owners a chance to make deductible contributions at their discretion. The employer contribution limit is greater than the regular IRA contribution limit and does not prevent IRA owners from making regular eligible contributions to their IRAs. This course provides an in-depth review of SEP plans, required plan documents, eligibility requirements, contribution limits, and distribution rules.


Location Date Price
Digital Delivery Only $229


Professional Development

Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.


Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.

Expert Instructors

We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.