Course Overview
This course provides in-depth instruction on SIMPLE (Savings Incentive Match Plan for Employees) plans. If your company works with this employer-sponsored plan, or advises plan holders, this training helps professionals develop mastery of SIMPLE plans.
In this expert course, you will learn:
• How professionals establish a SIMPLE plan
• How to identify between SIMPLE plans and other tax-preferred accounts.
• The combined benefit of employer and employee contributions to SIMPLE plans
• Which annual deadlines are important for employers and employees to know
• How to report all contributions to SIMPLE plans
In this expert course, you will learn:
• How professionals establish a SIMPLE plan
• How to identify between SIMPLE plans and other tax-preferred accounts.
• The combined benefit of employer and employee contributions to SIMPLE plans
• Which annual deadlines are important for employers and employees to know
• How to report all contributions to SIMPLE plans
Course Syllabus
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1
Savings Incentive Match Plan (SIMPLE)
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Getting Ready with Course Resources
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Agenda
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SIMPLE Plan Overview
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SIMPLE Plan Establishment
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Eligible Employers
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Employee Participation Requirements
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Contributions
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SIMPLE IRA Portability and Reporting
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Plan Termination
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IRS Correction Programs
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Summary
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SIMPLE Plan Quiz
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