Description
#517 5304-SIMPLE IRA Plan Kit (Not subject to DFI rules)
This IRS model kit includes the following:
- General information about the plan
- Employer eligibility checklist
- The IRS 5304-SIMPLE plan document and instructions
- Participation Notice & Summary Description
- Salary Reduction Agreement
Prototype SIMPLE IRA plan documents are available. Contact us at 800-346-3860, option 2, suboption 1 for more information.