SEP IRA Plan
Allow for discrentionary contributions
Self-employed individuals and small business owners need to save for retirement too. To make that happen, you should consider a Simplified Employee Pension (SEP) IRA. It’s inexpensive, simple to manage, and allows for discretionary contributions to employee accounts.
Why an E*TRADE SEP
Full Range of
Investing & Trading
Guidance, Insights and More
Download an Application to get started
Accounts will be opened within two business days upon receipt of your completed SEP IRA application
Employers must fill out IRS Form 5305-SEP or have in place a qualifying eligible prototype plan and retain the form with their records. E*TRADE does not require a copy to accompany the SEP IRA application.
For assistance speak to a Small Business Retirement Plans Specialist at 1-888-402-0654.