SEP, SARSEP and SIMPLE Plans

1,532 topics in this forum

1. HSA contributions - compensation ?

   By rfahey, July 23, 2010
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • September 15, 2010

2. Record retention for SEP IRA

   By Guest Roger K., August 16, 2010
   • 1 reply
   • 2.7k views
   • 
   • Gary Lesser
   • September 15, 2010

3. SEPs, SIMPLEs, creditors

   By Santo Gold, September 14, 2010
   • 2 replies
   • 1.1k views
   • 
   • Gary Lesser
   • September 15, 2010

4. SIMPLE-IRA

   By rblum50, September 15, 2010
   • 1 reply
   • 924 views
   • 
   • Gary Lesser
   • September 15, 2010

5. Transfer from 401(a) Plan to SEP-IRAs

   By Oh so SIMPLE, August 11, 2010
   • 1 reply
   • 1.2k views
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   • Bird
   • August 12, 2010

6. SEP IRA

   By Guest mattsmalls, July 15, 2010
   • 3 replies
   • 1.1k views
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   • GMK
   • July 16, 2010

7. SARSEP legality question

   By Guest Shandi2010, July 8, 2010
   • 3 replies
   • 1.5k views
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   • Gary Lesser
   • July 8, 2010

8. LLC, K-1 and SEP

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

9. 2010 1099-R instructions

   By Belgarath, March 9, 2010
   • 1 reply
   • 2.6k views
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   • Gary Lesser
   • May 22, 2010

10. SIMPLE plus 403(b)

    By rfahey, March 3, 2010
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • May 22, 2010

11. SEP and SIMPLE in same year?

    By steve-o, April 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 22, 2010

12. Disqualification of SARSEP

    By LIBERTYKID, April 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 22, 2010

13. SIMPLE IRA and more than 100 ees in 2009

    By Jim Chad, May 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • May 19, 2010

14. Rollover from SEP IRA to qualified plan

    By AKconsult, April 27, 2010
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • April 27, 2010

15. IRS Form 5305-SEP

    By Felicia, March 24, 2010
    • 1 reply
    • 2.2k views
    • 
    • Borsley
    • April 6, 2010

16. Client wants to make a catch-up contribution to his SEP

    By Guest jc1457, March 29, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • March 29, 2010

17. missed or incorrect employer contributions

    By Santo Gold, March 11, 2010
    • 1 reply
    • 1.7k views
    • 
    • Christine Roberts
    • March 13, 2010

18. Royalties as Earned Income for SEP Purposes

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

19. Simple IRA excess contributions

    By Dazednconfused, February 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 1, 2010

20. SEP & Roth

    By Guest Michael Scott, February 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 19, 2010

21. Partnership Dissolved - Has SIMPLE IRA

    By MarZDoates, February 9, 2010
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • February 11, 2010

22. Fund IRA but not SEP

    By Guest Steve Palmer, February 10, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • February 10, 2010

23. Sep's and Unions

    By rfahey, January 27, 2010
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • February 1, 2010

24. Keeping SEP Plan Document up-to-date

    By Borsley, January 10, 2010
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 12, 2010

25. SIMPLE IRA - Lots of Problems

    By KateSmithPA, January 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 7, 2010

26. 401k Profit Sharing to SIMPLE

    By DP, January 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 7, 2010

27. Allocation limits

    By rcline46, January 5, 2010
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • January 6, 2010

28. Changing SEP eligibility requirement

    By Guest rr2000, December 15, 2009
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • December 15, 2009

29. SIMPLE IRA

    By Guest Cingo, November 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • December 11, 2009

30. 5305 and 403(b)

    By Guest Inhouse ERISA, November 16, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2009

31. Switch from SEP to SIMPLE

    By Guest Peggy806, December 10, 2009
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 10, 2009

32. Davis Bacon fringe as ER contribution

    By Guest Green92, September 18, 2009
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 10, 2009

33. Too much contributed to a SIMPLE IRA

    By R. Butler, December 8, 2009
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • December 8, 2009

34. SIMPLE-IRA Match not made

    By Guest Tbrown, November 24, 2009
    • 1 reply
    • 4.3k views
    • 
    • Guest
    • November 28, 2009

35. Simple match never contributed by employer

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

36. Switching Financial Institution for SARSEP

    By Guest kprhok, October 29, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2009

37. Defined Benefit and SEP IRA

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

38. Anyone know of the code section and official literature regarding the penalty for having both a model SEP and another retirement plan?

    By Guest Enda80, September 12, 2009
    • 3 replies
    • 1.4k views
    • 
    • LIBERTYKID
    • October 27, 2009

39. SEP-IRA and ERISA

    By billfgrady, October 23, 2009
    • 1 reply
    • 2k views
    • 
    • jevd
    • October 23, 2009

40. Rollover from SIMPLE 401(k) to SIMPLE IRA

    By billfgrady, October 20, 2009
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • October 20, 2009

41. RMDs and SEPs

    By billfgrady, October 16, 2009
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • October 19, 2009

42. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 982 views
    • 
    • Appleby
    • October 15, 2009

43. SIMPLE and Qualified Plan

    By Randy Watson, September 29, 2009
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 8, 2009

44. switch from SH 401(k) to SIMPLE - timing of 401(k) deposits

    By M Norton, October 6, 2009
    • 5 replies
    • 1.4k views
    • 
    • jevd
    • October 8, 2009

45. Simple IRA for a church

    By M Norton, September 25, 2009
    • 3 replies
    • 4k views
    • 
    • M Norton
    • October 6, 2009

46. Can a small business have 2 SEP Ira accounts?

    By Guest confusedbusiness, October 3, 2009
    • 3 replies
    • 5.2k views
    • 
    • Guest
    • October 6, 2009

47. SAR SEP Compensation Definition

    By rfahey, September 29, 2009
    • 3 replies
    • 2.2k views
    • 
    • PensionPro
    • October 1, 2009

48. SEP-IRA

    By Guest Sieve, September 25, 2009
    • 3 replies
    • 2k views
    • 
    • jevd
    • September 25, 2009

49. Employer's failure to make contributions to SIMPLE IRA Plan

    By Guest nafsbuc, August 20, 2009
    • 3 replies
    • 5.2k views
    • 
    • Kevin C
    • August 24, 2009

50. Match Deposit Due

    By Guest caseyb, August 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 14, 2009