Ascensus’ IRS-approved simplified employee pension (SEP) prototype plan kits and opening documents make understanding, establishing, and maintaining SEP plans easy for the small business owner.
 
  • Standard SEP Prototype Plan Kit – Includes employer eligibility form, plan document, adoption agreement, and summary for employees
  • Universal SEP Prototype Plan Kit – Allows employer to establish or update a SEP plan, or update a SAR-SEP plan, and includes the documents offered in the Standard plan plus a salary reduction agreement, discrimination test worksheet, top-heavy test worksheet, and notification of excess elective deferrals/notification of disallowed deferrals.
  • 5305-SEP Plan Kit – Includes general information about the plan, employer eligibility checklist, instructions to establish the SEP plan, and the IRS 5305-SEP plan document
 
We also offer SEP plan employee information booklets to provide a summary of the plan to employees as required by the Department of Labor.

 

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