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SIMPLE Plan Sponsor Resource Center
Welcome to Fidelity's SIMPLE Plan Sponsor Resource Center.
Forms for Plan Sponsors
Forms for Employees
FAQs for Plan Sponsors
FAQs for Employees
Plan Sponsor News and Resources
SIMPLE IRA Plan Checklist (IRS.gov) - It's important to review the requirements for operating your SIMPLE IRA plan every year. This checklist has been designed as a diagnostic tool to help you keep your SIMPLE IRA plan in compliance with important tax rules.