#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
NOTE: Employee information booklets sold separately.