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Our offices will be closing at 3pm on Friday, October 7th and will be closed all day Monday, October 10th in observance of Indigenous People's Day. We will resume normal business hours on Tuesday, October 11th.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

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A SIMPLE Retirement Plan for Your Employees

Help direct your employees’ futures with a SIMPLE IRA. Did you know that most companies with less than 100 employees can take advantage of a SIMPLE IRA?

Don’t know what that is?

A SIMPLE IRA is a Savings Incentive Match Plan for Employees. Employer contributions are tax-deductible, and providing this IRA option can be a very attractive part of your benefits package.

With the everchanging economy and its impact on retirement, it is always a good idea to know your options, and the different advantages they can bring to your company and employees. In this replay, we dive into:

  • SIMPLE IRAs
  • The account establishment steps
  • Eligible employers
  • Employee participation requirements
  • Contributions
  • SIMPLE IRA portability
  • Plan termination
HubSpot Video


Date:
August 4, 2022
Duration: 54 Minutes
Speaker
    -   John Paul Ruiz - Director of Professional Development at The Entrust Group
Presentation Deck: View or download the presentation PDF here.
Presentation Audio: Stream or download the mp3 here.
Presentation Timestamps:
Section 1: SIMPLE IRA Overview
       • Starts: 3:28
       • Ends: 12:39
Section 2: SIMPLE IRA Establishment
       • Starts: 12:40
       • Ends: 26:29
Section 3: Eligible Employers
       • Starts: 26:30

       • Ends: 34:19

Section 4: Employee Participation Requirements
       • Starts: 34:20
       • Ends: 36:29
Section 5: Contributions
       • Starts: 36:30
       • Ends: 41:24
Section 6: SIMPLE IRA Portability
       • Starts: 41:25
       • Ends: 44:06
Section 7: Plan Termination
       • Starts: 44:07
       • Ends: 45:34
 Section 8: Summary
       • Starts: 45:35
       • Ends: 53:55

We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.

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