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
Flexible contributions that can change from year to year
Access to Vanguard mutual funds
Straightforward to maintain year after year
Benefits for employers
Potential tax advantages are one reasons small business owners consider a SEP IRA when choosing a retirement plan.
Key benefits include:
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.
Pricing
Transparent pricing with no surprises.
SEP IRA
$0 annual fee
Employee fees
Quarterly recordkeeping fee $20 per participant
Annual custodial and trading fee 0.03%
Fees are shown in annual terms but are deducted quarterly, assed on the first $100,000 of assets. Pricing subject to change.
Pricing is subject to change. Excludes investment expenses
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.
Still exploring your options?
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