Resources for Maintaining a Retirement Plan
from the IRS : “The Navigator” – Navigating Employer Information on Retirement Plans: Small business owner uses “The Navigator” to help choose and operate a
Retirement Plans for Small Businesses
Employer-sponsored retirement plans that are ideally suited for business with 1 to 100 employees
Explore
Menu
How to Avoid and Fix Mistakes With Retirement Plans
Revenue Procedure 2008-50 : Revised Voluntary Correction Program (VCP) for Retirement Plans from the IRS. See also the Redlined version from Gary lesser. This revenue
Resources from the IRS
Small Business and Self-Employed Tax Center Tax Information For Businesses Independent Contractor (Self-Employed) or Employee? Publication 334 , Tax Guide for Small Business (For Individuals
Retirement Planning Calculators and Software for Small Businesses
Projected Financial Statements.com. Produce statements in-house that will give you credibility with banks or with upper management. 401(k) ADP/ACP testing software Retirement Plan Illustration Service
2-Year Rule (SIMPLE IRA)
Definition 2-year restriction placed on transfers, rollovers and conversions of SIMPLE IRA assets. Under this restriction, SIMPLE IRA assets are ineligible to be transferred, rolled
