These detail IRS checksheets should be of help to your clients in determining if their SIMPLE, SEP or SARSEP plans are okay. We would venture to say that the majority of plans are NOT being run properly.
SIMPLE checksheet
SEP Checksheet
SARSEP checksheet
This Blog is maintained in an effort to assist CPA's and other accountants in being aware of qualified retirement plans topics that may apply to their clients.
For More Information
Paul Carlson
Plan Design Consultants, Inc.
650.341.3322
Denis Wheatley, CRPC, RFC
Innovative Retirement Advisors, LLC
Registered Investment Advisor
888.399.8777
Plan Design Consultants, Inc.
650.341.3322
Denis Wheatley, CRPC, RFC
Innovative Retirement Advisors, LLC
Registered Investment Advisor
888.399.8777
IRS Comprehensive Checksheets
Blog Editor - Paul Carlson
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Contact for Information
Denis R Wheatley, CRPC, RFC
Innovative Retirement Advisors, LLC
Registered Investment Advisor
888.399.8777
denisw@am.net
Paul D. Carlson, QPC, CBC
Plan Design Consultants, Inc. - TPA
650.341.3322
paul.carlson@plandesign.com
Innovative Retirement Advisors, LLC
Registered Investment Advisor
888.399.8777
denisw@am.net
Paul D. Carlson, QPC, CBC
Plan Design Consultants, Inc. - TPA
650.341.3322
paul.carlson@plandesign.com