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Goldberg, Swedelson & Associates
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Retirement Plan Administration Consultant Blue Ridge Associates
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EPIC RPS
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Relationship Manager for Defined Benefits Daybright Financial
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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| Webinars and Podcasts |
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The Other Plan Options - SIMPLEs, SEPs and Starter(k)sASPPA [American Society of Pension Professionals & Actuaries] |
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Apr. 25, 2024 On-Demand Webinar |
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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:
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