Sample SIMPLE IRA Auto Enrollment Language

The IRS provides sample language that SIMPLE IRAs can use to add automatic enrollment.

Document Excerpt

This notice facilitates automatic enrollment by providing a sample plan amendment that a prototype sponsor of a SIMPLE IRA plan (using a designated financial institution) can use in drafting an amendment to add an automatic contribution arrangement to the SIMPLE IRA plan.

 

Link http://www.irs.gov/pub/irs-drop/n-09-67.pdf

About Us

Benefits Forward is a news site for professionals in the field of employment benefits. Our goal is to provide the latest information about the benefits field and to host a community discussion regarding related issues.

Seminars, Conferences & Other Events

  • Sorry, there are no articles in this category.

Sign Up

Enjoy the information on our site? Join the community and become a contributor - it's easy and free. Register today!

How To Post

Already a member but need help posting? Click here for instructions.