In most cases, self-employed individuals and small businesses can establish a SEP plan using the link below.* For answers to questions and assistance in completing the forms, or to discuss your options, call a T. Rowe Price client services representative at 1-800-638-3804. You can also request that a SEP plan kit be mailed to your home or business.
*You can not establish a SEP Plan at T. Rowe Price if you:
- Currently maintain any other retirement plan (except another SEP).
- Intend to operate your SEP plan on a fiscal year (not calendar year) basis
- Wish to integrate SEP contributions with Social Security
- Have any leased employees
- Are a member of an affiliated service group, controlled group of corporations, or a trade or business under common control