Secure Act 2.0/Tax credits
Business can earn up to BLANK in tax credits within their first 3 years of a start up retirement plan.
What is 16,500
What is Recruitment?
Offering a simple IRA can help recruit top talent in a competitive job market
Where can you access the Simple IRA paperwork?
RS Calculator
Who leads the region in Simples?
Taylor
What is the name of the form that ADP helps fill out for the tax credits?
8881
What is Retention?
employees are more likely to stay with an employer who offers them a business sponsored retirement plan.
What is the first thing the Simple IRA paperwork ask's you?
Associate ID
How much is a Simple IRA annually
720
DAILY DOUBLE
state mandate vs federal legislation
DAILY DOUBLE
Sales pitch
DAILY DOUBLE
Tax Savings, Future Payout, and Cost
Daily Double
2
Role play the Simple pitch including tax credits with Matt.
role play
What is the last R and why is it important?
Regulation, ADP helps business operate in compliance
Name the 2 pieces of information needed to calculate your future payout for a SIMPLE IRA?
Current age, and annual contribution
Savings Incentive Matching Plan for Employee's