A cost-effective alternative to the 401(k) plan for the small employer, the savings incentive match plan for employees of small employers (SIMPLE) IRA plan is easy to establish with Ascensus' IRS-approved prototype plan and model kits.

SIMPLE IRA Prototype Plan Kit – Provides DFI Flexibility
  • “About the SIMPLE IRA Plan” feature sheet
  • Eligibility form
  • Adoption agreement
  • Basic plan document
  • Participation notice and summary description
  • Salary reduction agreement
  • Instructions for establishing the SIMPLE IRA plan
 
5305-SIMPLE IRA Plan Kit – For Use as a DFI
  • General information about the plan
  • Employer eligibility checklist
  • IRS Form 5305-SIMPLE plan document and instructions
  • Participation notice and summary description
  • Salary reduction agreement
 
5304-SIMPLE IRA Plan Kit – Not Subject to DFI Rules
  • General information about the plan
  • Employer eligibility checklist
  • IRS Form 5304-SIMPLE plan document and instructions
  • Participation notice and summary description
  • Salary reduction agreement

 

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