Beemer
Apr 25 2007, 11:59 AM
Are SEP plans subject to the PPA 06 quarterly benefit statement requirements?
Gary Lesser
Jun 14 2007, 08:30 AM
Generally, SEPs follow the alternate disclosure rules; if so, quarterly statements not required.
mjb
Jun 14 2007, 12:46 PM
The legislative history of the 1978 tax act which established SEPs states that after contributions were made by the employer, the rules for IRAs would apply.
Beemer
Jun 18 2007, 09:01 AM
Thanks!
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please
click here.