SEP plan Fix-It Guide — Common problems, real solutions

SEP Plan Fix-it Guide
General Information
Administrators

Requesting educational services from Tax-Exempt & Government Entities

Request an IRS speaker for your retirement plan, tax-exempt organization or government entity event. Available for speeches, webinars and panel discussions.
General Information
Administrators

Exceptions - Taxable expenditures

Examples of expenditures ordinarily not treated as taxable expenditures under Code section 4945.
General Information
Charities and Nonprofits

SIMPLE IRA Plan Fix-It Guide – You made incorrect employer contributions for eligible employees

SIMPLE IRA Plan Fix-It Guide – You made incorrect employer contributions for eligible employees
General Information
Administrators

Retirement Topics 457b Contribution Limits

Retirement Topics - 457(b) Contribution Limits
General Information
Administrators

Pre-approved plan submission procedures

Procedures and forms for submitting applications for opinion or advisory letters for pre-approved retirement plans.
General Information
Administrators

Opinion or advisory letters for pre-approved retirement plans FAQs

Frequently Asked Questions on Pre-Approved Retirement Plans
General Information
Administrators

Roth acct in your retirement plan

If you participate in a 401(k), 403(b) or governmental 457(b) retirement plan that has a designated Roth account, you should consider your Roth options.
General Information
Administrators

403(b) plan Fix-it Guide — Your 403(b) plan doesn’t limit the total employer and employee contributions to not exceed the IRC Section 415(c) limits

403(b) plan Fix-it Guide — Your 403(b) plan doesn’t limit the total employer and employee contributions to not exceed the IRC Section 415(c) limits
General Information
Administrators

Types of retirement plans

Review retirement plans, including 401(k) plans, the Savings Incentive Match Plans for Employees (SIMPLE IRA Plans) and Simple Employee Pension Plans (SEP).
General Information
Administrators