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from the IRS : “The Navigator” – Navigating Employer Information on Retirement Plans: Small business owner uses “The Navigator” to help choose and operate a retirement plan. (2:52 min.) Print Version
- From the IRS: Starting a SEP IRA Plan or SIMPLE IRA Plan: A discussion on two types of retirement plans (SEP and SIMPLE IRA) that are tailored for many small businesses. (2:00 min.)
- Video from IRS: Stopping Abuses in Retirement Plans : These videos provide useful information to help retirement plan sponsors choose and operate their plans and to help participants ensure their retirement benefits are protected. Participants will also learn more about the value of plans as a way to save for retirement .Examinations/Enforcement web page, then select EP Abusive Tax Transactions
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Video from IRS: Maintaining Your Qualified Retirement Plan : These videos provide useful information to help retirement plan sponsors choose and operate their plans and to help participants ensure their retirement benefits are protected. Participants will also learn more about the value of plans as a way to save for retirement.
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Denise Appleby
Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.
Denise writes and publishes educational /marketing tools for advisors; available at http://irapublications.com. Denise co-authored several books on IRAs
Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.
