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Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 07/30/2025 from 10:00 am to 12:00 pm
 Mon, 08/18/2025 from 2:00 pm to 4:00 pm
 Mon, 09/15/2025 from 2:00 pm to 4:00 pm
 Tue, 11/04/2025 from 1:00 pm to 3:00 pm
 Wed, 11/26/2025 from 9:00 am to 11:00 am
 Fri, 12/19/2025 from 1:00 pm to 3:00 pm
 Fri, 01/16/2026 from 10:00 am to 12:00 pm
 Mon, 02/09/2026 from 10:00 am to 12:00 pm
 Wed, 04/01/2026 from 2:00 pm to 4:00 pm
Designed For:

All practitioners advising clients on these complex issues

Prerequisite:

None

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.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.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.