Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Blog on the IRS's SARSEP Checklist
BeneBlog Feb. 21, 2006
Excerpt: An IRS checklist summarizes the main compliance issues for a Salary Reduction Simplified Employee Pension (SARSEP). [SARSEP Checklist] The checklist can be used to guide annual review by a business that sponsors a SARSEP, but is not meant to substitute for a complete plan review nor is it to be submitted to the IRS.
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