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VERSION:2.0
CALSCALE:GREGORIAN
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PRODID://NDCP//510386
BEGIN:VEVENT
DTSTAMP:20260425T015417
VTIMEZONE:America/Chicago
DTSTART:20270331T180000Z
DTEND:20270331T200000Z
UID:510386
SUMMARY:Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2)
LOCATION:Webinar
DESCRIPTION:Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2)\n\n03/31/27 01:00 PM CST\n - 03/31/27 03:00 PM CST\Description:\nA challenge for many small business owners is choosing the ‘right’ type of retirement plan for their businesses. Many hesitate to adopt retirement plans for their businesses because they are intimidated by the governing rules. In those cases, SEP and SIMPLE IRAs are reasonable solutions because they are easy to establish, maintain, and communicate with employees; have minimal administrative costs; and are practical and efficient ways to start a retirement plan. These IRA-based plans – SEP IRAs and SIMPLE IRAs – have low maintenance costs and are easy to communicate to employees.
 With IRA-based employer plans, employer contributions are sometimes discretionary, giving business owners the choice of whether to fund every year. Despite the simplicity of these plans, employers must ensure that applicable compliance requirements are met to avoid penalties. To that end, this course will cover some key provisions of SEP and SIMPLE IRAs.
 Objectives:
 Help small business owners understand why they need to adopt retirement plans for themselves and their employees
 Identify critical features and benefits of SEP IRAs and SIMPLE IRAs
 Determine which employees must be covered under SEP IRAs and SIMPLE IRAs
 Determine the steps that businesses should take to establish SEP IRAs and SIMPLE IRAs, and
 Explain the operational and administrative requirements for SEP IRAs and SIMPLE IRAs
 Presenters:Denise Appleby, MJ, APA, CISP, CRPS, CRCField of Study:Taxes (2)Major Topics:
 The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0
 Key factors for choosing a retirement plan for a small business
 Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business
 Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations
 How SEP and SIMPLE IRAs benefit the small business owner
 How SEP and SIMPLE IRAs benefit employees of small businesses
 The tax benefits that help to offset the cost of employer contributions
 How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA
 How to determine which employees must be covered
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (BSS2)<br /><br />03/31/27 01:00 PM CST - 03/31/27 03:00 PM CST<br />Description:<br />A challenge for many small business owners is choosing the ‘right’ type of retirement plan for their businesses. Many hesitate to adopt retirement plans for their businesses because they are intimidated by the governing rules. In those cases, SEP and SIMPLE IRAs are reasonable solutions because they are easy to establish, maintain, and communicate with employees; have minimal administrative costs; and are practical and efficient ways to start a retirement plan. These IRA-based plans – SEP IRAs and SIMPLE IRAs – have low maintenance costs and are easy to communicate to employees.<br />
<br />
With IRA-based employer plans, employer contributions are sometimes discretionary, giving business owners the choice of whether to fund every year. Despite the simplicity of these plans, employers must ensure that applicable compliance requirements are met to avoid penalties. To that end, this course will cover some key provisions of SEP and SIMPLE IRAs. <br />
<br><br><b>Objectives:</b><br><ul>
    <li>Help small business owners understand why they need to adopt retirement plans for themselves and their employees</li>
    <li>Identify critical features and benefits of SEP IRAs and SIMPLE IRAs</li>
    <li>Determine which employees must be covered under SEP IRAs and SIMPLE IRAs</li>
    <li>Determine the steps that businesses should take to establish SEP IRAs and SIMPLE IRAs, and</li>
    <li>Explain the operational and administrative requirements for SEP IRAs and SIMPLE IRAs</li>
</ul><br><b>Presenters:</b><br>Denise Appleby, MJ, APA, CISP, CRPS, CRC<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 </li>
    <li>Key factors for choosing a retirement plan for a small business</li>
    <li>Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business</li>
    <li>Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations</li>
    <li>How SEP and SIMPLE IRAs benefit the small business owner</li>
    <li>How SEP and SIMPLE IRAs benefit employees of small businesses</li>
    <li>The tax benefits that help to offset the cost of employer contributions</li>
    <li>How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA</li>
    <li>How to determine which employees must be covered</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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