Simplified Employee Pension (SEP) Plans

Course Number: SEPP1

Course Code: RG 0232

Demystify SEP plans. Learn more about employer and employee eligibility requirements, plan documentation and reporting. Note: This course focuses on SEP plans established with IRS Form 5305-SEP, which does not permit employee salary deferral elections. Details of salary reduction on SEP (SARSEP) plans or any other types of prototype or individually designed SEP plans will not be addressed.

Audience: n/a

Prerequisites: n/a

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Member Price: $115.00
Non-Member Price: $155.00
Textbook Charge: $0.00

Credits: 2 CTFA, CISP, CRSP

Length: n/a

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