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Complete setup questions.
Provide information about your business.
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Sign documents.
We’ll generate documents for online review and signature once you've completed the setup questions.
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Enroll participants.
Once documents are signed, you’ll receive an email with information on how to enroll yourself and your eligible employees in the plan.
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We'll review your documents.
We’ll contact you if additional information is needed; no further action is needed from you.
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Setup is complete in approximately 2 business days.
You’ll receive an email notification when your SEP plan is ready for you to login.
If all your eligible employees have opened IRAs, you can make your first contribution.
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