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IRS Publishes Voluntary Annual Checklist for SIMPLE IRA Plans (PDF)
Internal Revenue Service [IRS]
Nov. 3, 2003
6 pages. Excerpt: Every year it is important to review the requirements for operating your SIMPLE IRA plan. This SIMPLE IRA Plan Checklist has been designed as a quick diagnostic tool to help you keep your SIMPLE IRA plan in compliance with important tax rules. This SIMPLE IRA Plan Checklist is not a complete description of all the requirements and it is not a substitute for a comprehensive plan review.
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