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This document is a checklist that outlines the key steps and considerations for setting up and managing a 401(k) retirement plan. It provides guidance on eligibility, contribution limits, investment options, and other important factors to consider when establishing a 401(k) plan for your employees. Use this checklist to ensure compliance and maximize the benefits of your company's retirement plan.
This document is a checklist for individuals who have or are interested in a 403(b) retirement plan. It provides a list of important items to consider and actions to take when managing a 403(b) plan.
This form is used for partnership to request modification of imputed underpayments under IRC Section 6225(C).
This document is used for requesting a refund from the Internal Revenue Service (IRS) for a settlement or government concession.
These are the official instructions for IRS Form 8802 and is used to help certify an applicant's United States residency.
This document provides instructions for completing the IRS Form 8821 Tax Information Authorization in Chinese. It explains how to authorize someone to access your tax information and guide you through the form filling process.
This is a fiscal form filled out by a taxpayer to appeal an upcoming tax levy or lien.
This type of document is a Spanish version of IRS Form 14157-A used for reporting fraud or misconduct by tax preparers.
This Form is used for calculating the Earned Income Credit on your tax return.
This document is a checklist and log used for the development of CSRS and FERS retirement plans. It aids in tracking progress and ensuring all necessary steps are completed.
This document provides instructions for completing Form ADV, which is the SEC Form 1707. The form is used as a Uniform Application for Investment Adviser Registration and Report Form by Exempt Reporting Advisers. It outlines the necessary information and requirements for investment advisers to register with the Securities and Exchange Commission (SEC) or report their exempt status.
This Form is used for registering investment advisers with the Securities and Exchange Commission (SEC). It requires the submission of a brochure and brochure supplements that outline the services provided and fees charged by the adviser.
This Form is used for appointing an agent for service of process by non-resident general partner and managing agent of an investment adviser.
This form is used for submitting an application for an award for original information provided to the Commodity Futures Trading Commission (CFTC) under Section 23 of the Commodity Exchange Act.