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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

The Other Plan Options - SIMPLEs, SEPs and Starter(k)s

ASPPA [American Society of Pension Professionals & Actuaries]

Apr. 25, 2024
2:00 p.m. - 2:50 p.m. ET

Speaker: Theresa Conti APR, QKA, ERPA, CPFA, Senior Consultant  at July Business Services

Description: Webcast will cover the "other plan options" of a SIMPLE, SEP and Starter(k)s. Discover the type of plan that are options for the employers you work with along with some of the options that are not available in these types of plans. We will also cover the rules for SIMPLE conversions to a 401(k) plan mid-year.

Learning Objectives:

  • Overall characteristics of each type of plan
  • Type of plan that is right for your employers
  • Negatives/Cautions for each type of plan
  • Rules for SIMPLE conversion to a 401(k) Plan mid-year

More Information, How to Register

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