EA Exam Course: SIMPLE 401(k) vs SIMPLE IRA: Loans, Vesting, Employer Rules & Termination
Автор: Enrolled Angel
Загружено: 2026-03-10
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Описание:
EA Exam Prep Course — Part 2: Businesses
Unit 2.18: Retirement Plans for Businesses
Lesson 5: SIMPLE 401(k) vs SIMPLE IRA: Loans, Vesting, Employer Funding Rules, and Termination Timing
0:00 Intro
0:05 SIMPLE 401(k) Basics
0:31 SIMPLE 401(k) vs SIMPLE IRA
0:57 100% vested
1:24 Employer Funding
1:51 ≤100
2:18 SECURE 2.0 (2024)
2:48 Section 7
3:15 Practice Questions
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