• Duration

    124 minutes

  • Learners

    30+

  • Video

    49 minutes

    IRA College Advanced

    Small business plans are allowed to shelter a large percentage of their income by contributing to a small business retirement plan. By the end of this course, you will understand: 

    • How and when to establish a SEP plan
    • Types of employers eligible to establish a SEP plan
    • Maximum contribution limits
    • Adjustment to Self-employed business owners

    Course Syllabus

    SEP IRA Overview 
    Employer Tax Credit 
    SEP IRA Establishment 
    Eligible Employers 
    Employee Participation Requirements 
    Contributions 
    SEP IRA Portability 
    Distributions and Reporting 
    Plan Termination 
    Meet the instructor

    JP Ruiz

    JP Ruiz has spent more than 30 years as a consultant and trainer in the retirement and financial services industry. He was also the creator of the preparatory course for the American Bankers Association's Certified IRA Services Professional, CISP, designation. With his comprehensive knowledge of alternative investments, his consulting and training expertise was sought after by numerous third-party administrators in the self-directed IRA market.

    JP has also served as a member of the faculty of the national schools including the American Bankers Association (ABA) Trust School and the Graduate School of Banking at the University of Wisconsin - Madison. Ruiz is the creator of the IRA College which is the preparatory school for retirement professionals pursuing the Certified IRA Services Professional, CISP, designation through the American Bankers Association and is an approved Continuing Education Provider by the North American Securities Administrators Association.

    Ruiz is also the founder of Ruiz Consulting LLC which provides consulting services and education for numerous IRA and Solo 401(k) Administrators.

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