Agenda

Oct 22, 2026
11:00 am - 12:30 pm EST

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.

Topics

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

Speaker(s)

Ben Norquist
Convergent Retirement Plan Solutions, LLC

Ben Norquist is the cofounder, president, and CEO of Convergent Retirement Plan Solutions. After receiving a bachelor’s in 1987 from Concordia College in Moorhead, MN, Ben started at Universal Pensions, Inc. (UPI), a nationally recognized consulting and training firm in Minnesota.

Over the next 15 years, he led several highly successful business units within UPI, including their consulting hotline. While at UPI, Ben received the certified pension consultant (CPC) designation from the American Society of Pension Actuaries and played a key role in creating the industry’s first IRA-specific designation program (the American Bankers Association’s Certified IRA Services Professional (CISP) program).

Ben and his wife, Jennifer, subsequently cofounded Convergent Retirement Plan Solutions, LLC, in 2004. He is a frequent speaker at industry conferences and has been interviewed by numerous prestigious financial publications.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

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