How do I invite an employee to my SEP IRA plan?

Employees that meet eligibility requirements must set up a SEP IRA account to receive employer contributions. You can invite eligible employees to set up a Guideline SEP IRA account under the “Employees” section of your dashboard. You'll need to provide their name and email address to send them an invitation to open an account. If your employee sets up an account, you’ll be able to make contributions to their Guideline account through your dashboard.

Employees have the option to decline the invitation to open a Guideline account. If they decline, they'll be responsible for setting up their own SEP IRA account with a provider of their choice. You’ll need to work with your employee and/or the other provider to contribute to their account outside of Guideline’s system.

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