AMG Funds


Effective October 1, 2016, the Aston Funds family has been integrated into the AMG Funds family of mutual funds. We are excited about the opportunity to serve you with more than 100 investment options spanning the asset class spectrum.

To learn more about the Aston Funds integration into AMG Funds, please visit Individual Investors can phone us at 800.548.4539. Investment professionals please call us at 800.368.4197.

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SEP Plans

If you are an employer, establishing a SEP (Simplified Employee Pension Plan) may be ideal for you if you are a:

  1. Sole Proprietor
  2. Partnership
  3. Corporation
  4. “S” Corporation
  5. Limited Liability Partnership (LLP)
  6. Limited Liability Company (LLC)
  7. Tax-Exempt Organizations

A SEP Plan lets you make tax-deductible contributions for you and your eligible employee(s).  Speak to a tax advisor if you are considering establishing a SEP plan.

SEP IRA Contributions

For annual contributions:

  • The maximum contribution for a SEP Plan is the lesser $51,000 or 25% of your compensation for the plan year 2013
  • Employees can make their personal IRA contribution into the SEP IRA account limited to $5,000 in 2013 ($6,500 if 50 or older)

Employers - Establishing a SEP Employer Plan 

The employer may complete either IRA Model 5305-SEP or a prototype plan agreement.  The employer is required to provide a copy of the agreement to each and every employee/SEP IRA participant.

To Establish a New SEP IRA

A SEP IRA is a Traditional IRA that accepts employer contributions under an employer’s SEP plan.  A SEP IRA is funded by employer contributions. You may make your annual Traditional IRA contribution into your SEP IRA.  Your IRA contribution would be based on the annual IRA contribution limits as set forth by the IRS and is subject to your individual tax filing deadline without extensions (generally April 15th).

This information provided herein is for reference only and does not purport to give tax or legal advice.  Please consult your tax or legal adviser for more information regarding this material.

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