The Advent of Roth SEPs & SIMPLEs: Options, Choices & Considerations

Compliance Frontline & New Accounts IRA & HSA Operations Deposit Account Compliance

On-Demand Webinar:

StreamedOct 22, 2026Duration90 minutes

Unlimited & shareable access starting two business days after live stream
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Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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Unlock the new opportunities created by SECURE 2.0 for small business retirement plans.

Learn how Roth SEP and SIMPLE IRAs expand planning options for employers and employees alike. This webinar will explain the new Roth SEP and SIMPLE IRA provisions under SECURE 2.0, helping financial institution professionals understand funding options, tax considerations, and practical guidance for serving small business clients with confidence.

KEY WEBINAR TAKEAWAYS

Impact on both employers and employees of new Roth funding options for SEP and SIMPLE IRA plans
Increased funding limits under SECURE 2.0 that make SIMPLE IRA plans even more compelling than before
Substantial tax credit options available to first time adopters of SEP and SIMPLE IRA plans
Steps necessary to begin supporting Roth SEP and/or Roth SIMPLE IRA plans

BONUS MATERIALS

Before/after comparison chart outlining how the new rules governing SEP and SIMPLE plans differ from the rules in place before the passage of SECURE 2.0
Checklist outlining the factors providers must consider before deciding whether to support Roth SEP and/or Roth SIMPLE IRAs

WEBINAR DETAILS

SECURE 2.0, signed into law in December 2022, ushered in sweeping changes to small business retirement plans. Through significantly expanded funding options and the introduction of substantial new tax incentives, SECURE 2.0 focused squarely on increasing plan sponsorship within America’s small business community. While much of the attention surrounding SECURE 2.0 has focused on changes to the 401(k) market, many of the most substantive provisions of SECURE 2.0 are focused on SEP and SIMPLE IRA plans. In addition to being simpler and less costly than 401(k) plans, SEP and SIMPLE arrangements offer the added benefit of being available through local channels from financial service providers small business owners are already working with.

WHO SHOULD ATTEND?

Managers responsible for deciding whether to support Roth SEP and/or Roth SIMPLE IRA plans
Supervisors tasked with fielding questions on responding to inquiries about Roth SEP and/or Roth SIMPLE IRAs
Frontline personnel tasked with fielding questions from clients
Business banking and lending professionals interested in exploring ways to expand the institution’s value proposition for small business clients

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.