Simplified Employee Pensions (SEPs), Salary Reduction SEP's (SARSEPs), and Simple IRA Plans are all valuable retirement savings plans for self employed persons, small business owners and many others. This chart compares these plans, side-by-side.

Great advisors have always known that the gathering good data from clients was key to successful relationships. Now due to the stricter regulatory climate it is more prudent than ever to make sure that you have done a complete job of fact finding. This form is designed to help you gather all the information you need in an organized and efficient manner.