Beemer Posted April 25, 2007 Report Share Posted April 25, 2007 Are SEP plans subject to the PPA 06 quarterly benefit statement requirements? Link to comment Share on other sites More sharing options...
Gary Lesser Posted June 14, 2007 Report Share Posted June 14, 2007 Generally, SEPs follow the alternate disclosure rules; if so, quarterly statements not required. Link to comment Share on other sites More sharing options...
Guest mjb Posted June 14, 2007 Report Share Posted June 14, 2007 The legislative history of the 1978 tax act which established SEPs states that after contributions were made by the employer, the rules for IRAs would apply. Link to comment Share on other sites More sharing options...
Beemer Posted June 18, 2007 Author Report Share Posted June 18, 2007 Thanks! Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now