SEP IRA Featuring Vanguard Investments
A SEP (Simplified Employee Pension) IRA gives self-employed professionals and small business owners a simple way to build retirement savings. With flexible employer contributions and access to Vanguard mutual funds, it’s an easy-to-manage retirement plan that puts you in control.
Why choose a SEP IRA with Vanguard investments?
A SEP IRA offers flexibility when saving for retirement. Employers decide how much to contribute each year, making it easier to adjust contributions as business needs change. Key advantages include:
Employer-only contributions
Access to Vanguard mutual funds
Flexible contributions that can change from year to year
Straightforward to maintain year after year
Benefits for employers
Business tax deductions
Higher savings limits
Flexible employer funding
Employee retirement benefit
Easy to maintain
Download the SEP IRA with Vanguard Investments overview to learn more about its features and benefits.
Vanguard mutual fund options
With the Ascensus SEP IRA featuring Vanguard investments, you can choose from a variety of Vanguard mutual funds.
SEP IRA Pricing
Transparent pricing with no surprises.
*Fees are shown in annual terms but are deducted quarterly, assed on the first $100,000 of assets. Pricing subject to change. Excludes investment expenses.
Employer Fees
$0 annual fee
Employee fees
Quarterly recordkeeping fee | $20/participant
Annual Custodial and Trading* | 0.03%
How to set up a SEP IRA featuring Vanguard Investments
Getting started is easy with our online plan setup experience. We’ll guide you through the next steps to set up your SEP IRA.
Find the right small business retirement plan
An Ascensus retirement specialist can answer your questions and walk you through plan features, pricing, and next steps.
Complete the form, and our team will reach out within one business day. Need immediate assistance? Contact us directly.
Call our retirement specialists at 855‑537‑9555