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Simplified Employee Pension Plan (SEP)
|Who May Establish||Sole proprietors, partnerships, corporations, nonprofit, and government entities.|
|Establishment Deadline||Tax filing date, including extensions.|
|Contribution Deadline||Tax filing date, including extensions.|
|Annual Contribution Limit¹||25% of pay (20% for unincorporated business owners) with no more than $270,000 of compensation being taken into account, up to $54,000.|
|Contribution Requirements||Contributions are discretionary each year.|
|Employee Eligibility||All employees age 21 or older who have worked three out of the last five years and have earned at least $600 in 2017.²|
|Withdrawals||Allowed anytime, subject to income tax. A 10% penalty may apply before age 59½.|
|Loan Feature||Not available.|
Visit the Download forms page for more information on what you need to open or modify a SEP IRA account.
1For 2016, no more than $265,000 of compensation may be taken into account, with a total plan contribution not to exceed $53,000.
2$600 in 2016.
This material is not intended to replace the advice of a qualified attorney, tax advisor, or insurance agent. Before your client makes any financial commitment regarding the issues discussed here, make sure he or she consults with the appropriate professional advisor.
Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Pioneer Investments for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it from our literature section.
Securities offered through Pioneer Funds Distributor, Inc., 60 State Street, Boston, MA. 02109. Underwriter of Pioneer mutual funds, Member SIPC. © 2017 Pioneer Investments.
|Not FDIC insured | May lose value | No bank guarantee|