Pension Plans – Financial Services

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.

R. David Bulen Insurance

506 W. Graham Ave. Lake Elsinore, CA 92530
Suite 105 Commercial & Health & Benefits Insurance
Suite 102 Personal Lines Insurance

Mailing address is PO Box 115 Lake Elsinore, CA 92531

Contact Us

Phone: (951) 674-0675
Fax: (951) 674-2375
Email: info@bulen.com

Business Hours: 8:00am-4:00pm M-F

Employee Benefits insurance

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