SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. missed or incorrect employer contributions

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

2. 2010 1099-R instructions

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

3. SIMPLE plus 403(b)

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

4. SEP & Roth

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

5. Simple IRA excess contributions

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

6. Fund IRA but not SEP

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

7. Partnership Dissolved - Has SIMPLE IRA

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

8. F5305 - shouldn't use model if ever had DB?

   By Guest kprhok, January 29, 2010
   • 2 replies
   • 1.9k views
   • 
   • katieinny
   • December 13, 2011

9. Sep's and Unions

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

10. Keeping SEP Plan Document up-to-date

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

11. 401k Profit Sharing to SIMPLE

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

12. SIMPLE IRA - Lots of Problems

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

13. Allocation limits

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

14. Changing SEP eligibility requirement

    By Guest rr2000, December 15, 2009
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 15, 2009

15. Switch from SEP to SIMPLE

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

16. Too much contributed to a SIMPLE IRA

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

17. SIMPLE IRA

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

18. SIMPLE-IRA Match not made

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

19. 5305 and 403(b)

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

20. Switching Financial Institution for SARSEP

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

21. Defined Benefit and SEP IRA

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

22. SEP-IRA and ERISA

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

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

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

24. RMDs and SEPs

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

25. IRS Announces Plan Limits for 2010

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

26. Simple match never contributed by employer

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

27. 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

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

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

29. SAR SEP Compensation Definition

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

30. SIMPLE and Qualified Plan

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

31. Simple IRA for a church

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

32. SEP-IRA

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

33. Davis Bacon fringe as ER contribution

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

34. 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

35. 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

36. Multiple ownership - multiple plan types

    By Guest LSULLIVAN, August 12, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 12, 2009

37. Match Deposit Due

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

38. Military Leave and SIMPLE IRA

    By Guest Harley52, July 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • July 30, 2009

39. SEP - Union EE's (Collectively Bargained) only

    By PainPA, July 26, 2009
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • July 30, 2009

40. How to report FICA and W2 for SEP?

    By Guest Jerry G, July 13, 2009
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 13, 2009

41. Terminate PS Start SEP

    By MarZDoates, July 10, 2009
    • 3 replies
    • 1.9k views
    • 
    • MarZDoates
    • July 30, 2009

42. SIMPLE Termination

    By Guest cornbin, July 10, 2009
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • July 10, 2009

43. SEP for going out of business

    By Santo Gold, June 25, 2009
    • 0 replies
    • 1.1k views
    • 
    • Santo Gold
    • June 25, 2009

44. SARSEP issue

    By R. Butler, May 27, 2009
    • 0 replies
    • 1.5k views
    • 
    • R. Butler
    • May 27, 2009

45. SEP Amendment Mid-Year?

    By Guest Steve Benjamin, May 11, 2009
    • 4 replies
    • 2.1k views
    • 
    • Appleby
    • May 14, 2009

46. Terminations

    By Guest NJ-Center of the Universe, April 15, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 15, 2009

47. Simple IRA

    By Guest SeanF, April 9, 2009
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • April 14, 2009

48. Income from sole proprietorship and K-1 source

    By katieinny, April 9, 2009
    • 2 replies
    • 1.8k views
    • 
    • katieinny
    • April 9, 2009

49. SEP for 1 year, then QRP

    By J Simmons, April 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 2009

50. Setting up a SEP for church employees

    By MBCarey, April 3, 2009
    • 4 replies
    • 2.2k views
    • 
    • MBCarey
    • April 7, 2009