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SIMPLE IRA Checklist

Description

SIMPLE IRA Checklist

Updated on Jan 13, 2017

This IRS SIMPLE IRA Checklist is intended to aid in keeping SIMPLE IRA plans in compliance with tax rules. However, the 10-question checklist is not intended to be a complete description of all plan requirements.

The file is in Adobe Portable Document Format (.pdf), and you will need the free Acrobat Reader to view and print the file. 

Toolkit is providing these tools free of charge. Some of these forms contain technical language and create significant legal obligations. Do not use any form without first having an attorney review the form and determine that it is suitable for the purpose for which you intend it.