Small Business Retirement Plans

This program provides an in-depth overview of retirement plan options available to small business owners, including IRA-based plans (Traditional, Roth, SEP, and SIMPLE), §401(k) plans (Solo, SIMPLE, Safe Harbor, and Traditional), and defined benefit arrangements. It discusses the advantages and limitations of each plan type, funding and contribution rules, catch-up provisions under SECURE 2.0, and the tax benefits to both employers and employees. The program also covers practical steps in establishing, operating, and terminating plans, as well as tax credits (Form 8881) available to qualifying small employers.

2 IRS CE/2 CTEC/2 NASBA CPE

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*Self-Study recording not available for NASBA CPE credit.

IRS Program #: 7Q3WU-T-00815-25
CTEC Course #: 6248-CE-00179