For your convenience, we offer e-bill express if you would like to make a payment online.
The new Forge Trust customer portal is now available, login now to experience the difference!
Forge Trust will be closed Monday, July 4th in observance of the July 4th Independence holiday. We will re-open Tuesday, July 5th at 7 AM PST.
For your convenience, we offer e-bill express if you would like to make a payment online.
The new Forge Trust customer portal is now available, login now to experience the difference!
Forge Trust will be closed Monday, July 4th in observance of the July 4th Independence holiday. We will re-open Tuesday, July 5th at 7 AM PST.
For your convenience, we offer e-bill express if you would like to make a payment online.
The new Forge Trust customer portal is now available, login now to experience the difference!
Forge Trust will be closed Monday, July 4th in observance of the July 4th Independence holiday. We will re-open Tuesday, July 5th at 7 AM PST.
A SEP IRA allows employers to set aside money in tax-advantaged retirement accounts for themselves and their employees. A business of any size, including self-employed individuals can establish a SEP.
Easy to set up and maintain - requires Form 5305-SEP to accompany account application
Flexible annual funding requirements
Allows for profit sharing for small companies to create large pre-tax deductions to the businesses’ income as well as the employer’s deductions
Often simpler to establish than a 401k plan or other such group plan for small businesses
Eligibility:
Funding the Account:
2020 & 2021 Contributions:
Withdrawals:
Withdrawals:
Administrative responsibilities:
Plan setup deadline:
For more information visit IRS - Simplified Employee Pension Plan (SEP)
Easy to set up and maintain - requires Form 5305-SEP to accompany account application
Flexible annual funding requirements
Allows for profit sharing for small companies to create large pre-tax deductions to the businesses’ income as well as the employer’s deductions
Often simpler to establish than a 401k plan or other such group plan for small businesses
Eligibility:
Funding the Account:
2020 & 2021 Contributions:
Withdrawals:
Withdrawals:
Administrative responsibilities:
Plan setup deadline:
For more information visit IRS - Simplified Employee Pension Plan (SEP)
Each year the IRS reviews and sometimes adjusts how much you can contribute to retirement accounts. See how much you are allowed to contribute by account type.