SIMPLE and SEP IRAs for Small Business Clients

SEP and SIMPLE IRAs offers small businesses an easy, affordable way to provide retirement benefits without the administrative complexity of a 401(k). These plans give you straightforward options to support clients who want low-cost setup, predictable responsibilities, and valuable tax advantages.

SIMPLE and SEP IRAs for Small Business Clients
Key Points
  • Easy Setup & Administration: SIMPLE and SEP IRAs are straightforward to establish, with minimal paperwork and no employer tax filing requirements.
  • Cost-Effective Retirement Solutions: Offer your small business clients affordable retirement plans that provide tax advantages and flexible contribution options.
  • Trusted Support from Ascensus: You get reliable recordkeeping, compliance assistance, and client-focused service through Ascensus Trust Services.