SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. SEP, Simple Plans and ERISA

   By Guest Learner, May 24, 2006
   • 6 replies
   • 21.1k views
   • 
   • Guest
   • October 28, 2006

2. 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

3. Defined Benefit and SEP IRA

   By Guest AbbyP, October 26, 2009
   • 4 replies
   • 17.8k views
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   • mwyatt
   • October 27, 2009

4. Correct SEP Compensation for S-Corp Owner

   By Jed Macy, October 21, 2016   

   • S-Corp SEP Comp Health Ins
   • 2 replies
   • 16.7k views
   • 
   • ERICH LAW, PLLC
   • September 22, 2018

5. Individual SEP IRA's for for LLC Partners

   By Guest smiceli, December 12, 2003
   • 4 replies
   • 13.4k views
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   • panther
   • June 1, 2016

6. SIMPLE IRA mid-yr plan termination due to acquisition?

   By Borsley, August 8, 2012
   • 2 replies
   • 13.2k views
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   • Borsley
   • August 9, 2012

7. Fidelity Bond required?

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

8. Terminating a SIMPLE IRA Plan

   By Guest Suanne, September 28, 2006
   • 1 reply
   • 12.2k views
   • 
   • Gary Lesser
   • October 10, 2006

9. SEP IRA--Using the integrated formula

   By Guest ButchElfers, October 23, 2003
   • 4 replies
   • 12.1k views
   • 
   • Gary Lesser
   • March 22, 2005

10. Late Contributions & No Match to a SIMPLE IRA

    By Guest ButchElfers, March 3, 2004
    • 3 replies
    • 12k views
    • 
    • Gary Lesser
    • March 4, 2004

11. Making SEP contributions for terminated employees

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

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

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

13. 401(k) Rollover to SIMPLE IRA

    By Guest Bob Lees, December 26, 2002
    • 5 replies
    • 10.9k views
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    • Gary Lesser
    • January 2, 2003

14. SIMPLE IRA for an LLC owner

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

15. Eligibility for a SIMPLE IRA

    By Guest Jensen, May 27, 2008
    • 3 replies
    • 10.7k views
    • 
    • jevd
    • May 28, 2008

16. Egregious SIMPLE IRA violations by employer

    By Ferroplasm, January 13, 2017
    • 4 replies
    • 10.4k views
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    • Kevin C
    • March 22, 2017

17. Termination of SIMPLE IRA

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

18. Impact of changing from a non-DFI to a DFI plan

    By Guest Richard Plant, August 8, 2007
    • 1 reply
    • 10.1k views
    • 
    • Gary Lesser
    • August 28, 2007

19. 5304 or 5305

    By rfahey, August 31, 2006
    • 1 reply
    • 9.8k views
    • 
    • WDIK
    • August 31, 2006

20. SEP contribution - sole proprietor's spouse

    By Lori Friedman, June 29, 2006
    • 7 replies
    • 9.7k views
    • 
    • Lori Friedman
    • June 29, 2006

21. SEP and 401k in same year

    By AKconsult, February 12, 2018
    • 11 replies
    • 9.3k views
    • 
    • Bill Presson
    • March 16, 2020

22. Can a sole propritor with 2 separate schedule C businesses have a SEP

    By Guest Chris Compton, October 10, 2002
    • 4 replies
    • 9.2k views
    • 
    • Gary Lesser
    • October 10, 2002

23. 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

24. Establishing a SEP after death

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

25. Procedure for correcting 2012 excess SEP/IRA contribution

    By Guest Taxlady1040, March 7, 2014   

    • excess contribution
    • 6 replies
    • 8k views
    • 
    • masteff
    • March 7, 2014

26. SEP Contributions after 70-1/2

    By Guest Randy Ehle, October 11, 2000
    • 1 reply
    • 7.9k views
    • 
    • Michael Devault
    • October 11, 2000

27. Contribution to SEP with loss on Schedule C Income?

    By Guest AFRICA6796, March 15, 2001
    • 2 replies
    • 7.8k views
    • 
    • Guest
    • March 15, 2001

28. Royalties as Earned Income for SEP Purposes

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

29. Prior year employer contributions to SEP IRA.

    By Guest Randy Ehle, March 17, 2000
    • 5 replies
    • 7.6k views
    • 
    • Gary Lesser
    • May 30, 2002

30. Self-employed: SEP-IRA plus traditional IRA

    By Lori Friedman, April 12, 2012
    • 3 replies
    • 7.6k views
    • 
    • Lori Friedman
    • April 12, 2012

31. LLC, K-1 and SEP

    By Guest dbvail, May 21, 2010
    • 8 replies
    • 7.6k views
    • 
    • Guest
    • May 23, 2010

32. Simple IRA to Simple 401(k) Midyear Conversion

    By Guest mfitzgerald, March 31, 2008
    • 5 replies
    • 7.6k views
    • 
    • Bird
    • July 21, 2008

33. Catch-up with SEP & 401k

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

34. SEP that excludes controlled group members?

    By Guest beppie_stark, August 21, 2007
    • 5 replies
    • 7k views
    • 
    • Gary Lesser
    • August 28, 2007

35. Post death contribution?

    By Guest Whatup, March 29, 2006
    • 7 replies
    • 6.9k views
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    • Bird
    • April 2, 2006

36. Freeze or Terminate 401(k), Start SIMPLE

    By MarZDoates, November 1, 2005
    • 7 replies
    • 6.8k views
    • 
    • Guest
    • November 22, 2005

37. IRAs and Escheatment Fees

    By Guest LeslieMM, November 3, 2003
    • 9 replies
    • 6.7k views
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    • Gary Lesser
    • November 8, 2003

38. Need Help! Employer switching from SARSEP to 401k

    By Guest Mt.High, December 21, 2007
    • 3 replies
    • 6.7k views
    • 
    • Guest
    • December 21, 2007

39. LLC owners and SIMPLE IRAS

    By Guest Jae, July 18, 2000
    • 6 replies
    • 6.7k views
    • 
    • Gary Lesser
    • August 29, 2000

40. What is necessary to terminate a SEP?

    By Richard Anderson, February 1, 2001
    • 9 replies
    • 6.6k views
    • 
    • Dave Baker
    • February 22, 2001

41. Excess SEP contributions - recharacterize?

    By Guest amfam2, April 1, 2002
    • 3 replies
    • 6.4k views
    • 
    • Appleby
    • April 2, 2002

42. SIMPLE IRAs - can employer terminate?

    By Guest KFI, July 8, 1999
    • 5 replies
    • 6.4k views
    • 
    • Guest
    • July 17, 1999

43. Requiring Participation in SIMPLE IRA

    By holdco, December 29, 2011
    • 4 replies
    • 6.3k views
    • 
    • masteff
    • December 30, 2011

44. SEP rollover to 401k Plan

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

45. Simple match never contributed by employer

    By Moe Howard, October 15, 2009
    • 2 replies
    • 6.2k views
    • 
    • Guest
    • November 28, 2009

46. Sarsep Rollover To Qualified Plan

    By Guest SCUDDESLER, December 12, 2002
    • 5 replies
    • 6k views
    • 
    • Gary Lesser
    • December 27, 2002

47. SIMPLE IRA Compensation

    By Fisher, August 4, 2008
    • 3 replies
    • 6k views
    • 
    • Appleby
    • August 5, 2008

48. prototype plan document for SEP-IRA plan that allows contributions to

    By Guest Barbara Roper, December 10, 2002
    • 3 replies
    • 6k views
    • 
    • Gary Lesser
    • December 26, 2002

49. 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

50. Deadline for Salary Deferral Contributions

    By Appleby, May 17, 2006
    • 9 replies
    • 5.7k views
    • 
    • Gary Lesser
    • June 1, 2006