Skip to content
Warren AI
Sign in
Retirement Planning
Chapter 9: SEPs & SIMPLEs/SIMPLES
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 9: SEPs & SIMPLEs

SIMPLES

01.Core Concepts

• Savings Incentive Match Plans for Employees (SIMPLEs) • Retirement plans for small employers • Easy to establish • Easy to maintain • Similar tax advantages to qualified plans • Employee elective deferral contributions • Employer match or nonelective contributions