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SIMPLE Plans

Savings incentive match plan for employees of small employers (SIMPLE) IRA plans are ideal for small employers who are looking for an easy-to-maintain plan that has an elective deferral feature. This webinar reviews operational procedures, contribution limits, portability rules, employer and employee documents, and eligibility requirements.

Earlier Event: September 24
Recognizing Prohibited Transactions
Later Event: October 2
IRA University - Session 4