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What is the eligibility criteria to offer SIMPLE IRA?

Last updated on Dec 30, 2024

Businesses cannot have other employer-sponsored retirement savings plans. As per the IRS, any business that has less than 100 employees and who have earned at least $5,000 or more in compensation in any 2 preceding calendar years  (whether or not consecutive) and are reasonably expected to receive at least $5,000 in compensation during the calendar year, are eligible to participate in the SIMPLE IRA plan for the calendar year.