#410 Universal SEP Plan Prototype Kit

Description

#410 Universal SEP Plan Prototype Kit This IRS-approved kit allows an employer to either establish or update a SEP plan, a SAR-SEP plan, or a combination plan (allowing employer and employee contributions).

This kit includes all the following:

  • Employer Eligibility Form
  • Basic Plan Document
  • Adoption Agreement
  • Summary for Employees
  • Salary Reduction Agreement
  • Discrimination Test Worksheet
  • Top-Heavy Test Worksheet
  • Notification of Excess Elective Deferrals/Notification of Disallowed Deferrals
QTY

Product Pricing

Quantity Nonimprint Imprinted
1-99 $7.00 N/A
100-499 $6.86 N/A
500-999 $6.72 N/A
1,000-2,999 $6.43 N/A
3,000-4,999 $6.22 N/A
5,000+ $5.59 N/A
Available only to financial organizations who sponsor the appropriate prototype plan document.