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
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
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