Course Overview
This course provides comprehensive instruction on SEP (Simplified Employee Pension) plans. Whether your company establishes and maintains this unique employee-sponsored plan, or advises plan holders, this training helps professionals acquire SEP plan proficiency.
In this expert course, you will learn:
• The best way to establish an SEP plan
• How to differentiate between SEP plans and other account types
• How contributions are made to SEP plans
• Which annual deadlines are important for plan owners to know
• How SEP contributions are reported
In this expert course, you will learn:
• The best way to establish an SEP plan
• How to differentiate between SEP plans and other account types
• How contributions are made to SEP plans
• Which annual deadlines are important for plan owners to know
• How SEP contributions are reported
Course Syllabus
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1
Simplified Employee Pension Plan (SEP)
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Getting Ready with Course Resources
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Agenda
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SEP Plan Overview
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SEP Plan Establishment
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Eligible Employers
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Employee Participation Requirements
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SEP Contributions
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SEP Portability
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SEP Distribution and Contribution Reporting
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Plan Termination
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IRS Correction Programs
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Summary
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Simplified Employee Pensions Plan Quiz
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