SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Failure of employer to follow all Simple-IRA steps

   By Guest Moe Howard2, July 18, 2005
   • 40 replies
   • 8.8k views
   • 
   • Belgarath
   • August 4, 2005

2. Catch-up with SEP & 401k

   By DP, April 12, 2005
   • 30 replies
   • 7.2k views
   • 
   • Belgarath
   • February 8, 2007

3. Qualification failure ..... Plan Document Failure...?

   By Guest Moe Howard2, April 19, 2005
   • 24 replies
   • 4.7k views
   • 
   • mbozek
   • May 10, 2005

4. integrated SEP for sole prop

   By Guest Bob Monte, August 31, 2001
   • 22 replies
   • 4.2k views
   • 
   • Gary Lesser
   • March 18, 2002

5. SEP

   By Guest lskin, April 12, 2006
   • 21 replies
   • 3.9k views
   • 
   • Bird
   • June 8, 2006

6. RMD Calculation

   By rfahey, January 15, 2013
   • 21 replies
   • 4.3k views
   • 
   • Gary Lesser
   • January 31, 2013

7. partner in law firm wants SEP

   By k man, January 12, 2009
   • 18 replies
   • 3.2k views
   • 
   • QDROphile
   • January 14, 2009

8. Making SEP contributions for terminated employees

   By Guest bmurphy, October 14, 2004
   • 16 replies
   • 11.9k views
   • 
   • Guest
   • January 25, 2005

9. Termination of SIMPLE IRA

   By BTG, December 5, 2008
   • 16 replies
   • 10.1k views
   • 
   • BadgerDon
   • December 16, 2021

10. Simple 401(k) (basics)

    By Basically, November 8, 2022
    • 16 replies
    • 1.9k views
    • 
    • Basically
    • December 1, 2022

11. SIMPLE IRA SET UP

    By Guest Gary S, January 9, 2007
    • 15 replies
    • 4.1k views
    • 
    • Gary Lesser
    • January 19, 2007

12. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 5k views
    • 
    • Belgarath
    • January 2, 2019

13. Setting up a SIMPLE for Domestic Help

    By Guest TaxBill, June 21, 2002
    • 15 replies
    • 2.8k views
    • 
    • Gary Lesser
    • July 2, 2002

14. Prohibited transaction

    By Guest Shelton, April 12, 2002
    • 14 replies
    • 3.5k views
    • 
    • KJohnson
    • April 29, 2002

15. SIMPLE established by ineligible employer

    By Belgarath, March 1, 2005
    • 14 replies
    • 2.4k views
    • 
    • Gary Lesser
    • March 8, 2005

16. SEP IRA - participant question

    By st3rv, January 27, 2021
    • 14 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 29, 2021

17. SIMPLE IRA, company dissolved, new company 401k?

    By pmacduff, June 29, 2015
    • 14 replies
    • 2.2k views
    • 
    • austin3515
    • June 30, 2015

18. SEP Integration: Reduction of $40,000 limit

    By katieinny, January 7, 2003
    • 14 replies
    • 3.5k views
    • 
    • Gary Lesser
    • March 17, 2003

19. SARSEP - effect of unsigned original adoption agreement

    By Guest blaum8, March 21, 2003
    • 13 replies
    • 4.2k views
    • 
    • Gary Lesser
    • April 10, 2003

20. SIMPLE Employer contribution limit

    By Guest Taxwoman, June 29, 2001
    • 13 replies
    • 2.9k views
    • 
    • Gary Lesser
    • July 26, 2001

21. SIMPLE IRA for an LLC owner

    By Guest Elfman, July 6, 2005
    • 13 replies
    • 10.9k views
    • 
    • Flyboyjohn
    • February 15, 2018

22. SIMPLE Plan is terminated and new plan is started

    By k man, July 17, 2002
    • 12 replies
    • 2.2k views
    • 
    • R. Butler
    • July 24, 2002

23. SEP sponsored by ineligible employer

    By mariemonroe, October 22, 2018
    • 12 replies
    • 1.4k views
    • 
    • Luke Bailey
    • October 25, 2018

24. SIMPLE IRA Termination

    By mlp0816, November 18, 2019
    • 12 replies
    • 2.6k views
    • 
    • Larry Starr
    • November 24, 2019

25. SIMPLE or SEP for freelance income? (first time post)

    By Guest cn22, March 26, 2007
    • 12 replies
    • 4.7k views
    • 
    • Gary Lesser
    • July 20, 2007

26. Who is included in a SEP?

    By Guest Pat Metallic, June 30, 2005
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • September 8, 2005

27. Unable to fund SEP-IRA for undocumented employee

    By Francis, March 9, 2022
    • 12 replies
    • 2.9k views
    • 
    • Luke Bailey
    • March 11, 2022

28. Obtain IRS ruling on individually designed SEP?

    By jstorch, March 14, 2005
    • 11 replies
    • 2.7k views
    • 
    • Gary Lesser
    • March 23, 2005

29. Fidelity Bond required?

    By Guest m.n.ouellette, July 16, 2008
    • 11 replies
    • 13.1k views
    • 
    • Gary Lesser
    • July 21, 2008

30. SEP and 401k in same year

    By AKconsult, February 12, 2018
    • 11 replies
    • 9.4k views
    • 
    • Bill Presson
    • March 16, 2020

31. SIMPLE IRA transfer to regular IRA while still employed with the company?

    By Guest bsmith12, January 18, 2009
    • 11 replies
    • 17.9k views
    • 
    • Guest
    • January 28, 2009

32. Must update SEP document for EGTRRA if no further contributions under SEP going to be made?

    By LIBERTYKID, October 1, 2002
    • 11 replies
    • 5.9k views
    • 
    • amadeus229
    • September 18, 2015

33. Royalties as Earned Income for SEP Purposes

    By PJ2009, March 20, 2009
    • 11 replies
    • 7.8k views
    • 
    • Belgarath
    • March 8, 2010

34. Termination of Simple IRA -- How does story end?

    By Guest CMC, December 6, 2007
    • 11 replies
    • 11.7k views
    • 
    • Guest
    • March 24, 2008

35. Correction methods for failing to make SEP contributions for employees

    By Guest, April 13, 2001
    • 10 replies
    • 4.8k views
    • 
    • Gary Lesser
    • September 24, 2001

36. SIMPLE IRA--not notified of eleigbility

    By Guest jerseygirl, January 12, 2011
    • 10 replies
    • 2.4k views
    • 
    • Kevin C
    • February 28, 2011

37. Schedule C Negative but 401k already funded

    By austin3515, July 7, 2021
    • 10 replies
    • 1.7k views
    • 
    • bito'money
    • July 7, 2021

38. Moving the assets of a SIMPLE

    By K-t-F, January 10, 2014
    • 10 replies
    • 4k views
    • 
    • Borsley
    • January 13, 2014

39. Withdraw a SEP contribution

    By Earl, August 19, 2011
    • 10 replies
    • 3.9k views
    • 
    • Gary Lesser
    • August 23, 2011

40. SEP rollover to 401k Plan

    By cpc0506, January 20, 2012
    • 10 replies
    • 6.2k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

41. Off Calendar SEP - Terminating Employees

    By ubermax, August 6, 2014
    • 10 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 31, 2014

42. Non-Contributory SEP

    By Guest R. Daestrom, November 19, 2004
    • 10 replies
    • 2.6k views
    • 
    • Appleby
    • November 21, 2004

43. Transfer Sep to DB plan

    By alanm, April 3, 2002
    • 10 replies
    • 2.1k views
    • 
    • Gary Lesser
    • October 1, 2002

44. SIMPLE IRA question

    By Guest jchen78@gmail.com, October 8, 2007
    • 10 replies
    • 3.5k views
    • 
    • John G
    • October 10, 2007

45. ACAs & EACAs In SIMPLEs & SARSEPS

    By jevd, February 27, 2009
    • 10 replies
    • 2.3k views
    • 
    • Gary Lesser
    • March 4, 2009

46. Sar Sep ?

    By Guest JimJ, February 19, 2002
    • 10 replies
    • 2.7k views
    • 
    • Gary Lesser
    • February 21, 2002

47. New SIMPLE plan effective July 1 2007

    By rfahey, January 2, 2007
    • 9 replies
    • 2.5k views
    • 
    • Belgarath
    • January 19, 2007

48. Is a Simple IRA plan considered a successor plan

    By Guest Pully, January 27, 1999
    • 9 replies
    • 3.2k views
    • 
    • Gary Lesser
    • July 26, 2001

49. Establishing a SEP after death

    By katieinny, July 15, 2008
    • 9 replies
    • 8k views
    • 
    • Appleby
    • July 21, 2008

50. SIMPLE IRA death settlement

    By Guest Sten Lindquist, July 26, 1999
    • 9 replies
    • 5.2k views
    • 
    • Appleby
    • July 19, 2005