Guideline offers managed SEP IRA

Guideline offers managed SEP IRA
The fintech is adding the product to its lineup of 401(k) and personal individual retirement account offerings.
APR 12, 2022

Guideline, a California-based fintech specializing in retirement plans for small businesses and self-employed individuals, has introduced a professionally managed SEP Individual Retirement Account.

Guideline’s Simplified Employee Pension IRA uses low-cost mutual funds and rebalances automatically. There are no transaction fees and participants can choose from several professionally managed investment portfolios. The product rounds out Guideline’s 401(k) and personal IRA offerings.

According to the firm’s website, its SEP-IRA has a monthly base fee of $8 monthly base plus an annual account fee of 0.08%.

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