NOTE: Fidelity does not use the IRS Model documents 5304 or 5305 - SIMPLE 2. Maintain accounts Fidelity will provide individual brokerage SIMPLE IRA accounts on our platform for each eligible employee and theFidelity SIMPLE IRA Customer Agreement and Important Disclosuresthat outlines the rules and ...
Proposed Collection; Comment Request for Form 5304-SIMPLE, Form 5305-SIMPLE, and Notice 98-4R. Joseph Durbala
an employer must fill outIRS Form 5304-SIMPLE. If the employer wants to choose the financial institution, they must fill outIRS Form 5305-SIMPLE.
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