SEP, SARSEP and SIMPLE Plans

1,504 topics in this forum

1. SIMPLE IRA and non-contributing Solok

   By FishOn, November 14
   • 7 replies
   • 159 views
   • 
   • Bird
   • November 17

2. 60 day notice for ending SIMPLE IRA? mid-year replacement with SH 401k?

   By justanotheradmin, November 13   

   • secure 2.0
   • simple ira
   • 0 replies
   • 223 views
   • 
   • justanotheradmin
   • November 13

3. SIMPLE IRA (Roth)

   By M Norton, September 18   

   • secure 2.0
   • simple ira
   • (and 1 more)

     Tagged with:

     • secure 2.0
     • simple ira
     • roth option
   • 2 replies
   • 375 views
   • 
   • M Norton
   • September 18

4. Changing SIMPLE IRA from 5304 SIMPLE to 5305 SIMPLE

   By M Norton, September 7   

   • simple plan restatement
   • simple plan change
   • 0 replies
   • 156 views
   • 
   • M Norton
   • September 7

5. Terminating a SEP using a 5305 Model SEP form

   By Belgarath, August 28
   • 3 replies
   • 337 views
   • 
   • Calavera
   • August 28

6. SEP documents provided by the big houses

   By Bri, August 15
   • 2 replies
   • 202 views
   • 
   • Appleby
   • August 16

7. Starting 401(k) and Defined Benefit Plan when a SEP is being "maintained."

   By rblum50, June 28
   • 2 replies
   • 251 views
   • 
   • rblum50
   • July 9

8. Incorrect deductions for 1/2 year for Simple IRA

   By DR245, June 28
   • 3 replies
   • 202 views
   • 
   • Belgarath
   • June 29

9. SIMPLE - is the contribution based on correct compensation

   By Jakyasar, April 13
   • 2 replies
   • 433 views
   • 
   • AnnCK
   • April 14

10. Erroneous "contributions" to SIMPLE 401(k)

    By DMcGovern, April 13
    • 0 replies
    • 110 views
    • 
    • DMcGovern
    • April 13

11. Simple IRA for W-2 employees and 1099s

    By Jeannine, January 13
    • 3 replies
    • 865 views
    • 
    • Bri
    • January 16

12. SIMPLE IRA w/Match, failed to withhold for new employees

    By JHalligan, December 16, 2022
    • 2 replies
    • 454 views
    • 
    • JHalligan
    • December 23, 2022

13. SIMPLE Plan for sole proprietor who has passed away

    By Jennifer, December 21, 2022
    • 1 reply
    • 179 views
    • 
    • Bird
    • December 21, 2022

14. SEP Conversion?

    By Tinman, December 6, 2022
    • 2 replies
    • 310 views
    • 
    • Bird
    • December 6, 2022

15. Simple 401(k) (basics)

    By Basically, November 8, 2022
    • 16 replies
    • 525 views
    • 
    • Basically
    • December 1, 2022

16. Open enrollment

    By Doogan, November 9, 2022
    • 2 replies
    • 195 views
    • 
    • Doogan
    • November 9, 2022

17. SEP IRA with Multiple Businesses

    By austincpa, August 15, 2022
    • 1 reply
    • 734 views
    • 
    • Gary Lesser
    • October 9, 2022

18. SIMPLE contribution limit

    By guaccounts, August 24, 2022
    • 2 replies
    • 393 views
    • 
    • Bill Presson
    • August 25, 2022

19. Simple IRA Eligible Compensation in first year

    By Tom, July 11, 2022
    • 2 replies
    • 323 views
    • 
    • Patricia Neal Jensen
    • July 13, 2022

20. Unable to fund SEP-IRA for undocumented employee

    By Francis, March 9, 2022
    • 12 replies
    • 1.1k views
    • 
    • Luke Bailey
    • March 11, 2022

21. SIMPLE contributions not made 2019-2021

    By DHoff, November 30, 2021
    • 1 reply
    • 474 views
    • 
    • gc@chimentowebb.com
    • March 6, 2022

22. Excess employer contributions to SIMPLE IRA since 2007

    By gc@chimentowebb.com, February 14, 2022
    • 3 replies
    • 454 views
    • 
    • Bird
    • February 15, 2022

23. Rehired employee

    By Jeff, July 13, 2017   

    • simple ira plan
    • 4 replies
    • 1.1k views
    • 
    • Gary Lesser
    • February 13, 2022

24. Related employers for SEP?

    By cathyw, February 3, 2022
    • 3 replies
    • 410 views
    • 
    • cathyw
    • February 5, 2022

25. Invalidate SEP IRA and New DB Plan for 2021

    By Ananda, December 17, 2021
    • 3 replies
    • 496 views
    • 
    • CuseFan
    • December 17, 2021