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Retirement Plan Administration Consultant Blue Ridge Associates
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Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
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Relationship Manager for Defined Benefits Daybright Financial
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Retirement Plan Compliance Manager Conrad Siegel
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Relationship Manager for Defined Contributions 2 Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Frank Pension Consultants, Ltd.
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Employer Plans: SEP PlansAscensus |
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Apr. 30, 2026 Webinar |
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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. |