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Simplified Employee Pension Plan Fix-it-Guide - tips on how to find, fix, and avoid common mistakes - ISLIP + Company, LLP
SEP Plan Fix-It Guide Mistake Find the Mistake Fix the Mistake Avoid the Mistake 1) You haven’t updated your SEP plan document for current law (More) Determine if yourForm 5305-SEPor SEP prototype plan document is the current revision (December 2004) Adopt revised Form 5305-SEP or IRS-approved SEP prototype plan document. Maintain regular contact with the... Read More