Features and Benefits of SEP IRAs and SIMPLE IRAs (X1-BSS2-2025-01-WEBNR-330-01)

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Wednesday, November 26, 2025 Live Webcast

9:00 AM - 11:00 AM EST

Vendor Platform

2 CPE Credits in TX

DESIGNED FOR

All practitioners advising clients on these complex issues

BENEFITS

Help small business owners understand why they need to adopt retirement plans for themselves and their employees
Identify key 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
Explain the operational and administrative requirements for SEP IRAs and SIMPLE IRAs

HIGHLIGHTS

Applicable provisions of SECURE Act 2.0
Key features 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 a SEP IRA or a SIMPLE IRA
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
How to determine which employees must be covered

ADVANCE PREPARATION

None

Denise Appleby, APA, CISP, CRPS, CRC

PRICING

$89.00 - Member

$109.00 - Nonmember

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Note: Online pre-registration will close on November 26 at 8:30 AM.

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COURSE DEVELOPER

Surgent

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