Resources for Retirement Plans for Small Business Owners

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• SIMPLE Illustrator® Software ( for the financial services professional who service small business owners)
• QP-SEP IllustratorTM Software ( for the financial services professional who service small business owners)
• Retirement Plan Illustration Service ( for the financial services professional who service small business owners)
• New Resource for Firms Considering an Automatic 401(k)- From FINRA : www.retirementmadesimpler.org
• Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)- Publication 560 
  

• Which plan is most suitable for a client’s  small business·Choosing a Retirement Solution for Your Small Business

• Insights into Simplified Employee Pension Plans. Retirement Plans FAQs regarding SEPs
  
• Insights into Salary Reduction Simplified Employee Pension Plans. Retirement Plans FAQs regarding SARSEPs
  
• Insights into Savings Incentive Match Plans for Employees IRAs. Retirement Plans FAQs regarding SIMPLE IRA Plans
  
• Do you have a SEP or SIMPLE IRA plan or have you thought about setting one up? Order the IRS'   SEP and SIMPLE IRA Retirement Plan Information on Free CD-ROM
  
• Retirement Plans Check-Up
• Check-Up for Your SIMPLE IRA, SEP or Similar Plan
• Check-Up for Your 401(k) Plan
• Check-Up for Your 403(b) Plan
• A Guide to Common Qualified Plan Requirements
• Retirement Plans FAQs regarding Plan Investments - A guide to investments rules  for employer plans
• Have a Question about your Retirement Plan? :You may direct your technical and procedural questions concerning retirement plans to the IRS in a variety of ways
• 2006 Tax Forum Presentation - Roth 401(k) and Tips: Latest information on the new Roth 401(k) account.
• 2005 Tax Forum Presentation - Retirement Toolbox: Keep your retirement plans operating properly by conducting "Check-ups" of your plans.
• 2004 Tax Forum Presentation - The ABCs of 401(k): A presentation detailing the basics of 401(k) plans.
• 2003 Tax Forum Presentation: "No Fuss" Retirement Plans - the basics of IRA-based retirement plans.
• 2002 Tax Forum Presentation:"Retire with a PLAN" - Help Your Clients Choose a Retirement Plan For Their Employees.
• Small Business - One Stop Resource: Tax forms, publications and other useful information for business owners and tax professionals.