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Retirement Planning
Chapter 9: SEPs & SIMPLEs/SEP COVERAGE REQUIREMENTS
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Chapter Study Session

Chapter 9: SEPs & SIMPLEs

SEP COVERAGE REQUIREMENTS

01.Core Concepts

• Employers that sponsor SEPs must provide benefits to all employees who meet the following requirements: • Attainment of age 21 or older, and • Performance of services for three of the last five years, and • Received compensation of at least $750 (2025) during the year