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SAR SEP CHECKLIST This checklist isn't a complete description of all plan requirements, and shouldn't be used as a substitute for a complete plan review. For Business Owner s Use (do not send this
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SARSEP checklist is a list of requirements and information that needs to be completed and reported by employers who offer Salary Reduction Simplified Employee Pension (SARSEP) plans to their employees.
Employers who offer SARSEP plans to their employees are required to file the SARSEP checklist.
The SARSEP checklist can be filled out by providing the required information regarding the SARSEP plan, contributions, eligibility of employees, etc.
The purpose of the SARSEP checklist is to ensure that employers are in compliance with the requirements of offering SARSEP plans to their employees.
The SARSEP checklist must include details about the SARSEP plan, contributions made by employees, eligibility criteria, and any other relevant information.
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