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What are Simplified Employee Pension Plans (SEPs)?

Mehr Fairbanks Trial Lawyers Team

Simplified Employee Pension Plans (SEP) – A plan in which the employer makes contributions on a tax-favored basis to individual retirement accounts (IRAs) owned by the employees. If certain conditions are met, the employer is not subject to the reporting and disclosure requirements of most retirement plans. Under a SEP, an IRA is set up by or for an employee to accept the employer’s contributions.

Is it possible to sue under ERISA?

Yes, you have a right to sue your plan and its fiduciaries to enforce or clarify your rights under ERISA and your plan in the following situations:

  • To appeal a denied claim for benefits after exhausting your plan’s claims review process;
  • To recover benefits due you;
  • To clarify your right to future benefits;
  • To obtain plan documents that you previously requested in writing but did not receive;
  • To address a breach of a plan fiduciary’s duties; or
  • To stop the plan from continuing any act or practice that violates the terms of the plan or ERISA.

What do you do if you have a problem?

Sometimes, retirement plan administrators, managers, and others involved with the plan make mistakes. Some examples include:

  • Your 401(k) or individual account statement is consistently late or comes at irregular intervals;
  • Your account balance does not appear to be accurate;
  • Your employer fails to transmit your contribution to the plan on a timely basis;
  • Your plan administrator does not give or send you a copy of the Summary Plan Description; or
  • Your benefit is calculated incorrectly.

It is important for you to know that you can follow up on any possible mistakes without fear of retribution. Employers are prohibited by law from firing or disciplining employees to avoid paying a benefit, as a reprisal for exercising any of the rights provided under a plan or Federal retirement law (ERISA), or for giving information or testimony in any inquiry or proceeding related to ERISA.

You should call Mehr Fairbanks Trial Lawyers to help you retain your rights and benefits today by calling Toll-Free: 800-249-3731.

Client Reviews

Bartley is working on my case every one I have talked to is extremely nice he sends emails or mails something keeping me up dated when you talk to him he explains it to where you can understand I'm very satisfied with what he has done and what he is doing for me would advise anyone to contact him...

S.A.

With everything to lose I laid my vulnerability in the hands of Bartley Hagerman. I cannot put into words the hard work, dedication, and compassion that I was shown. Bartley was able to help me when the odds were stacked against me. I am beyond grateful!

C.W.

When my long term disability case got canceled, I didn’t know what to do or who to turn to. Luckily someone I knew recommended Mehr Fairbanks Trial Lawyers. I met up with Mr. Bartley Hagerman and not only did he take my case, he got my long term disability reinstated. He keeps you updated and works...

D.C.

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