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SEPs


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Is a Solo 401(k) or a SEP-IRA Better for a Small Business with No Employees?
[Official Guidance] Text of 2018 IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) (PDF)
[Guidance Overview] IRS Publication 4286: SARSEP Checklist (PDF)
[Guidance Overview] Text of IRS Publication 4285: SEP Checklist (PDF)
[Official Guidance] Text of 2018 IRS Form 5498: IRA Contribution Information (PDF)
[Guidance Overview] IRS Clarifies Federal Tax Reporting and Withholding for Escheated Funds from IRAs
[Official Guidance] List of IRS-Approved Nonbank Trustees as of April 1, 2018 (PDF)
[Guidance Overview] Text of IRS Publication 4336: Salary Reduction Simplified Employee Pension Plan for Small Businesses (PDF)
IRAs, SEPs, SIMPLEs and Qualified Charitable Distributions
Comparing SEPs to 401(k) Safe-Harbor Plans (PDF)
Choosing the Right Retirement Plan for Small Business Owners
[Discussion] Contributing to SEP and Profit Sharing Plan in Same Year
[Discussion] What Are Consequences of SEP's Failure to Cover Two Eligible Employees?
Switching from a SEP to a 401(k)
The Top Three Retirement Plans for Small Businesses
[Guidance Overview] Second Fiduciary FAQs Package Issued in Final Days Before DOL Transition
Retirement Plans Comparison Table for Small Businesses, 2017 Plan Year
[Opinion] Comments of American Benefits Council on Draft of the Retirement Improvements and Savings Enhancements (RISE) Act
[Guidance Overview] IRS Publication 4286: SARSEP Checklist (PDF)
[Guidance Overview] IRS Publication 4285: SEP Checklist (PDF)
[Guidance Overview] SEP Plan Fix-It Guide
[Official Guidance] Text of IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans), for Use in Preparing 2015 Returns (PDF)
[Official Guidance] Text of IRS News Release IR-15-118: 2016 Pension Plan Limitations (PDF)
[Guidance Overview] IRS Tax Forum Transcript: SEP and SIMPLE IRA Plans -- Avoiding Pitfalls (PDF)
[Guidance Overview] IRA Aggregation Rule and Pro-Rata IRA Taxation
[Guidance Overview] IRS SEP Fix-It Guide (PDF)
Do I Have a Required Distribution From My IRA This Year?
IRS Expected to Require Aggregating IRA Types for Rollover Limitation
[Official Guidance] Text of IRS Partial Withdrawal of Proposed Regs which Had Allowed More Than One IRA Rollover Per Year
[Official Guidance] Text of EBSA Notice: Request for Continued OMB Approval of Procedures for Prohibited Transaction Exemptions, Participant Investment Advice, and Alternative Method of Compliance for Certain SEPs
[Guidance Overview] SARSEP Plan Fix-It Guide, Updated March 27, 2014 (PDF)
[Guidance Overview] SARSEP Checklist, Updated March 27, 2014 (PDF)
IRS Allows Improper Retirement Plan Deductions Worth Millions, Inspector General Says
[Guidance Overview] IRS Retirement News for Employers, February 24, 2014 (PDF)
[Guidance Overview] From the IRS: SEP Plan Checklist and Fix-It Guide (PDF)
[Guidance Overview] Employer Retirement Plans Comparison Table for Small Businesses: 2014 Plan Year (PDF)
Rebound in Retirement Plan Balances and Contributions Despite the Economic Downturn
[Official Guidance] IRS Retirement Plan Fix-It Guides
Small Businesses Can Still Fund a SEP IRA for 2012
[Official Guidance] Text of IRS Rev. Proc. 2013-12: Update and Restatement of the Employee Plans Compliance Resolution System (PDF)
[Guidance Overview] SEP vs. SIMPLE IRA 2012
IRS to Scrutinize IRAs, Increase Collection of Penalties
IRS Employee Plans Compliance Unit Finds Errors in SEP Plans
Ensure your Plan Participants are Prepared for a Secure Retirement
[Official Guidance] 'Retirement News for Employers', Fall 2011 Edition, Published by IRS
Best Retirement Plans for the Self-Employed
[Guidance Overview] SEP Contributions Attributable to Earnings As Common Law Employee of Foreign Government Were Nondeductible Excess Contributions
Partners Can't Have Individual SEP Plans, Says IRS
[Guidance Overview] EBSA Seeks Comments on Alternative Method of Compliance for Certain SEPs
[Official Guidance] EBSA Notice of Proposed Extension of Information Collection Request Submitted for Public Comment and Recommendations; Alternative Method of Compliance for Certain SEPs
IRS Advisory Committee Invites Service-Providers to Small Business Retirement Plans to Answer Survey by Year-End
IRS Advisory Committee Invites Small Business Retirement Plan Sponsors to Answer Survey by Year-End
Did You Know the IRS Publishes Transcripts of Many of Its Online Phone Forums for EB Practitioners?
[Official Guidance] IRS 'SEP Plan Pitfalls' Phone Forum Is Today at 2 p.m. Eastern Time
[Guidance Overview] Book Excerpt: Contingent Workers & Employee Benefits (PDF)
Simplified Pension Plan Lets Money Go in and Out at the Same Time
Small Businesses Face Deadlines for SEPs, SIMPLEs
[Guidance Overview] Employee Plans' Examinations of Salary Reduction SEPs (SARSEPs) Have Revealed Error Trends
[Official Guidance] Aug. 14 Special Edition of IRS Employee Plans News: Announcing Rev. Proc. 2008-50, Including Survey to Practitioners (PDF)
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