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Why TPAs Shouldn't Ignore SEP-IRAs -- But Also Shouldn't Stop There
The Rosenbaum Law Firm P.C. via JD Supra Link to more items from this source
[Opinion]
Aug. 20, 2025

"As a gateway, SEP-IRAs make sense. They're the training wheels of employer-sponsored retirement plans. But the problem is too many employers, and too many plan providers -- never take the training wheels off.... If your client has more than one employee, or plans to hire more, the SEP-IRA is a temporary fix at best, and a costly mistake at worst."  MORE >>

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