An explanation of the rules and regulations that govern SIMPLE IRAs.
Target Audience: Individuals who want to know how SIMPLE IRAs work.
Topics Covered:
· Module 1: Definition of SIMPLE IRA Plans
· Module 2: Eligible Businesses
· Module 3: Identifying eligible employees
· Module 4: Setting Up the Plan
· Module 5: Administration
· Module 6: Contributions
· Module 7: Distributions and Portability
Q & A Session
Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.
Handouts:
- Copy of PowerPoint presentation
- SIMPLE IRA Quick Reference Guide
