Welcome to Executive Benefit Plans, Inc.

 

Retirement Plans
Strategies
Employee Benefits
Individual Benefits
White Papers
Proposal Request
Benefit News
Administration

 

PEO MULTIPLE EMPLOYER PLANS - AN INDEPTH FOCUS OF REVENUE PROCEDURE 2002-21 ©2002

This white paper is a compilation of acquired material and the experience of many different ‘experts’ throughout the early years. It is important for our clients and prospective clients to be familiar with Revenue Procedure 2002-21 as it provides the necessary guidance for PEOs who have implemented and continue to sponsor qualified retirement plans in a single employer format.

Moving forward, whomever you select as your pension specialist, it is imperative that you take action prior to your PEO ‘Decision Date’. This strategy should provide you the required time to comfortably resolve the single employer plan issues relating to your PEO by the ‘Compliance Date’ set by the IRS.

To View and Download this 38 page 'white paper' - Click Here File Size: 307.31KB (314685 bytes)

To download this white paper you will need Adobe Acrobat Reader.  You may download a complimentary copy Adobe Acrobat Reader from the Adobe website at: 

http://www.adobe.com/products/acrobat/readstep2.html 

 

Retirement Plan Links

Qualified Plans

    401k

    Safe Harbor 401k

    Roth 401k

    SIMPLE 401k

    Profit Sharing

    Money Purchase

    Defined Benefit

    Cash Balance

   Contribution Limits

Other Plans

    IRAs

    SEPs

    SARSEPs

    SIMPLE IRA

 

Other Links

Tests

    ACP Test

    ADP Test

Restatements

Amendments

Mistakes

Catch-up

Funding Limits

EGTRRA Q&A

Conduit IRA

Pricing

Quote

White Papers

Glossary

 

 

Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last updated on Wednesday, January 02, 2008 11:23 AM

 

Privacy Statement - Executive Benefit Plans, Inc. Copyright 1996 - 2008 All Rights Reserved - Legal Statement
Website Powered by UHSystems