Featured Jobs
|
Pattison Pension
|
|
MAP Retirement
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
Regional Vice President, Sales MAP Retirement
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
BPAS
|
|
DWC - The 401(k) Experts
|
|
MAP Retirement
|
|
Retirement Relationship Manager MAP Retirement
|
|
Sentinel Group
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
From the IRS: SEP Plan Checklist and Fix-It Guide (PDF)
Internal Revenue Service [IRS] 
[Guidance Overview] Jan. 16, 2014
20 pages. Includes a chart of how to identify, fix and avoid common mistakes, along with detailed explanations of SEP operations. Updated January 2014. Excerpt: "Use this checklist to help you keep your plan in compliance with many of the important rules.... If you answered 'no' to any of the above questions, you may have a mistake in the operation of your SEP plan. this list is only a guide to a more compliant plan, so answering 'Yes' to each question may not mean your plan is 100% compliant. Many mistakes can be corrected easily, without penalty and without notifying the IRS."
|
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |