The Sentinel Show

S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules


Listen Later

Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey discuss another rule impacted by SECURE 2.0. This particular rule now allows a Simple Plan to be converted to a 401(k) Safe Harbor Plan, mid-year! Listen along to learn how this could be helpful for your employer sponsored 401(k) plan and what this could mean for you.

Visit our website for more information: ⁠⁠⁠⁠⁠⁠⁠Sentinel Pension (sp-tpa.com)⁠⁠⁠⁠⁠⁠⁠

Call us at 225-300-8478

⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Facebook ⁠⁠⁠⁠⁠⁠⁠⁠

Music by Adam Vitovsky

...more
View all episodesView all episodes
Download on the App Store

The Sentinel ShowBy Sentinel Pension

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings


More shows like The Sentinel Show

View all
No Laying Up - Golf Podcast by NoLayingUp.com

No Laying Up - Golf Podcast

6,753 Listeners