A SIMPLE IRA plan (Savings Incentive Match PLan for Employees) allows employees and employers to contribute to traditional IRAs set up for employees. It is ideally suited as a start-up retirement savings plan for small employers not currently sponsoring a retirement plan.
Choose a SIMPLE IRA Plan
Learn the basics of a SIMPLE IRA plan
Learn the basics of a SIMPLE IRA plan
Establish a SIMPLE IRA Plan
Set up a SIMPLE IRA plan
Set up a SIMPLE IRA plan
Participate in a SIMPLE IRA Plan
Benefits of participation, plan contributions, effects of withdrawing money from the plan
Benefits of participation, plan contributions, effects of withdrawing money from the plan
Operate and Maintain a SIMPLE IRA Plan
Periodically review the plan, update for recent law changes
Periodically review the plan, update for recent law changes
Correct SIMPLE IRA Plan Errors
Find, fix and avoid plan errors
Find, fix and avoid plan errors
Terminate a SIMPLE IRA Plan
Requirements for ending a SIMPLE plan
Requirements for ending a SIMPLE plan
Additional Resources
Forms, publications, frequently asked questions, etc.
Forms, publications, frequently asked questions, etc.