Pollard & Associates
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Great Lakes Pension Associates, Inc.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Fringe Benefit Group
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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Retirement Solutions Specialists
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Greenline Wealth Management
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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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."
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