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Retirement Planning
Chapter 9: SEPs & SIMPLEs/ESTABLISHING A SARSEP
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 9: SEPs & SIMPLEs

ESTABLISHING A SARSEP

01.Core Concepts

• The employer had to meet the following provisions: • At least 50% of the eligible employees must have elected to defer a portion of their salary • No more than 25 eligible employees • The elective deferrals of the highly compensated employees must meet the SARSEP ADP test