SIMPLE, SEP, and SARSEP Answer Book

SIMPLE, SEP, and SARSEP Answer Book

by Gary S. Lesser, Susan D. Diehl
     
 

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With SIMPLE, SEP, and SARSEP Answer Book, 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:

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    Overview

    With SIMPLE, SEP, and SARSEP Answer Book, 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

    Product Details

    ISBN-13:
    9780735553477
    Publisher:
    Wolters Kluwer Law & Business
    Publication date:
    11/16/2005

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