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SEP-IRAs

A Simplified Employee Pension Plan, or SEP-IRA, is a tax advantaged retirement plan that allows employers to make pretax contributions to their own or their employees' accounts. Earnings in a SEP-IRA grow tax-deferred. Contributions to a SEP-IRA do not impact a participant's ability to contribute to a traditional or Roth IRA.

A SEP-IRA provides the benefits of a company-sponsored retirement program without the administrative expense, government reporting requirements, and complexity associated with many other types of retirement plans. These plans were specifically designed for:

  • Self-employed individuals
  • Sole proprietors
  • Independent contractors
  • Partnerships
  • Small corporations, including S corporations

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For more information on establishing a SEP-IRA Plan, learn more online or call our Retirement Plan Specialists at 1-800-359-3379.

Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.

©2013 Wells Fargo Funds Management, LLC. All rights reserved. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Managed Account Services and Wells Fargo Advantage Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

Wells Fargo Advantage Funds

  • Individual Investors · 1-800-359-3379
  • Investment Professionals · 1-888-877-9275
  • Institutional Sales Professionals · 1-866-765-0778

Next Steps

Our PlanSelector tool will help you define your objectives and identify which types of retirement plans best meet your goals.

For more information on the plans we offer, contact our Investment Specialists at 1-800-359-3379, or request an application kit today.

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