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Employer Plans: SIMPLE IRA PlansAscensus |
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June 4, 2026 Webinar |
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SIMPLE IRA plans are ideal for small employers who are looking for an easy-to-maintain plan that allows employees to save for retirement out of their own paycheck. SIMPLE IRA plans, however, are not that simple! This course reviews what you need to know when it comes to being the trustee or custodian of SIMPLE IRA plans, while adhering to IRS requirements to remain compliant, including operational procedures, required plan documents and participant notices, eligibility requirements, contribution limits, portability, and distribution rules. |