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Heller Pension Associates, Inc.
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Executive Assistant / Sales Support M2B Retirement Consulting LLC
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July Business Services
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Senior ERISA Compliance Analyst Employee Fiduciary, LLC
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Retirement Plan Distribution Specialist ERISA Services Inc.
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Daybright Financial
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EPIC RPS
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Retirement Compliance Consultant Navia Benefit Solutions
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Retirement Plan Relationship Manager ERISA Services Inc.
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Senior 401k Plan Administrator FM International Services
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Anchor 3(16) Fiduciary Solutions LLC
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Retirement Plan Installation & Document Manager Fringe Benefit Group
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Recordkeeping and TPA Relationship Manager Daybright Financial
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Relationship Manager for Defined Contributions Daybright Financial
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EPIC RPS
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Defined Contribution Account Manager Nova 401(k) Associates
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EPIC RPS
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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. |