SIMPLE, SEP and SARSEP Answer Book: Gary S. Lesser, Susan D. Diehl
SIMPLE, SEP and SARSEP Answer Book: Gary S. Lesser, Susan D. Diehl
With SIMPLE, SEP, and SARSEP Answer Book<\B>, you get clear explanations and proactive strategies for maximizing plan benefits and the tools for crunching the actual numbers. The book provides the most complete, up-to-date coverage on the establishment, operation, and termination of a SIMPLE, SEP or SARSEP program and answers tough questions about:
Statutory requirements governing SEPs
Employer eligibility
Salary reduction contributions
Exclusions and contributions and their deductibility
Handling excess contributions
Fiduciary responsibilities
Preparation of documents for IRS approval
Tax planning opportunities
The Taxpayer Relief Act of 1997
The IRS Restructuring and Reform Act of 1998
From the Publisher
Updated annually; title includes software
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