SEP, SARSEP and SIMPLE Plans

1,537 topics in this forum

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

   By Guest confusedbusiness, October 3, 2009
   • 3 replies
   • 5.5k views
   • 
   • Guest
   • October 6, 2009

2. SAR SEP Compensation Definition

   By rfahey, September 29, 2009
   • 3 replies
   • 2.5k views
   • 
   • PensionPro
   • October 1, 2009

3. SEP-IRA

   By Guest Sieve, September 25, 2009
   • 3 replies
   • 2.3k views
   • 
   • jevd
   • September 25, 2009

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

   By Guest nafsbuc, August 20, 2009
   • 3 replies
   • 5.6k views
   • 
   • Kevin C
   • August 24, 2009

5. Match Deposit Due

   By Guest caseyb, August 11, 2009
   • 1 reply
   • 1.7k views
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   • Guest
   • August 14, 2009

6. Multiple ownership - multiple plan types

   By Guest LSULLIVAN, August 12, 2009
   • 0 replies
   • 1.7k views
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   • Guest
   • August 12, 2009

7. Terminate PS Start SEP

   By MarZDoates, July 10, 2009
   • 3 replies
   • 2.2k views
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   • MarZDoates
   • July 30, 2009

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

   By PainPA, July 26, 2009
   • 4 replies
   • 2k views
   • 
   • rcline46
   • July 30, 2009

9. Military Leave and SIMPLE IRA

   By Guest Harley52, July 29, 2009
   • 1 reply
   • 1.3k views
   • 
   • J Simmons
   • July 30, 2009

10. How to report FICA and W2 for SEP?

    By Guest Jerry G, July 13, 2009
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • July 13, 2009

11. SIMPLE Termination

    By Guest cornbin, July 10, 2009
    • 1 reply
    • 1.8k views
    • 
    • jevd
    • July 10, 2009

12. SEP for going out of business

    By Santo Gold, June 25, 2009
    • 0 replies
    • 1.2k views
    • 
    • Santo Gold
    • June 25, 2009

13. SARSEP issue

    By R. Butler, May 27, 2009
    • 0 replies
    • 1.7k views
    • 
    • R. Butler
    • May 27, 2009

14. SEP Amendment Mid-Year?

    By Guest Steve Benjamin, May 11, 2009
    • 4 replies
    • 2.6k views
    • 
    • Appleby
    • May 14, 2009

15. Terminations

    By Guest NJ-Center of the Universe, April 15, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 15, 2009

16. Simple IRA

    By Guest SeanF, April 9, 2009
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • April 14, 2009

17. Income from sole proprietorship and K-1 source

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

18. SIMPLE IRA

    By M Norton, August 13, 2008
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • April 8, 2009

19. Setting up a SEP for church employees

    By MBCarey, April 3, 2009
    • 4 replies
    • 2.6k views
    • 
    • MBCarey
    • April 7, 2009

20. SEP for 1 year, then QRP

    By J Simmons, April 4, 2009
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 5, 2009

21. Multiple businesses

    By SMB, March 31, 2009
    • 3 replies
    • 4.3k views
    • 
    • J Simmons
    • April 4, 2009

22. deferrals made without plan in place

    By Guest gjertsen, April 2, 2009
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • April 3, 2009

23. Comp paid in an LLC

    By bzorc, March 25, 2009
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • March 25, 2009

24. SEP Contribution - SCH C

    By Guest dave1957, March 15, 2009
    • 3 replies
    • 2.1k views
    • 
    • jevd
    • March 17, 2009

25. Contributions to 401(k) and SEP?

    By Guest Thomas2006, March 3, 2009
    • 3 replies
    • 2k views
    • 
    • Jim Chad
    • March 14, 2009

26. ACAs EACAs in SARSEPS & SIMPLE IRAs

    By jevd, February 27, 2009
    • 3 replies
    • 1.7k views
    • 
    • jevd
    • March 13, 2009

27. Existing Profit Sharing Plan to be terminated

    By John Feldt ERPA CPC QPA, March 9, 2009
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • March 9, 2009

28. ACAs & EACAs In SIMPLEs & SARSEPS

    By jevd, February 27, 2009
    • 10 replies
    • 2.7k views
    • 
    • Gary Lesser
    • March 4, 2009

29. SEP Schedule C and 401k W-2 income?

    By Guest Moira, March 3, 2009
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 3, 2009

30. SIMPLE 401(k) and successor plan issue?

    By Guest rarnedt, March 2, 2009
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 2, 2009

31. Reclassify Trad. IRA to SEP IRA?

    By Guest tar0930, February 20, 2009
    • 9 replies
    • 6k views
    • 
    • jevd
    • March 2, 2009

32. SIMPLE self employed match

    By Guest nicola, February 27, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 27, 2009

33. SIMPLE contribution - can it be stopped mid year?

    By Pension Panda, February 24, 2009
    • 1 reply
    • 4.4k views
    • 
    • Gary Lesser
    • February 24, 2009

34. SIMPLE termination

    By Guest LTurner, February 19, 2009
    • 2 replies
    • 2.2k views
    • 
    • jlea
    • February 20, 2009

35. New SIMPLE Plan

    By Guest rgorman, January 8, 2009
    • 6 replies
    • 1.8k views
    • 
    • Gary Lesser
    • February 3, 2009

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

    By Guest bsmith12, January 18, 2009
    • 11 replies
    • 23.7k views
    • 
    • Guest
    • January 28, 2009

37. SIMPLE IRA Year End/Final Contribution

    By Guest Aaron Taylor, January 21, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2009

38. sep and traditional db plan

    By Guest anico greg, January 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 15, 2009

39. partner in law firm wants SEP

    By k man, January 12, 2009
    • 18 replies
    • 3.9k views
    • 
    • QDROphile
    • January 14, 2009

40. overfunded SEP

    By Santo Gold, January 8, 2009
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • January 12, 2009

41. Termination of SIMPLE IRA - Required Disclosure

    By Guest pcohen, December 17, 2008
    • 3 replies
    • 4.2k views
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    • jlea
    • December 18, 2008

42. Simple to 401k Invalidation Followup Question

    By Guest Grumbles, December 16, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 17, 2008

43. Simple to 401k Invalidation Question

    By Guest Grumbles, December 11, 2008
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • December 11, 2008

44. Can a 75 year old self employed individual set up a SIMPLE IRA?

    By katieinny, December 8, 2008
    • 2 replies
    • 1.9k views
    • 
    • katieinny
    • December 8, 2008

45. Can a SAR SEP be invested at multiple institutions?

    By Guest Bergybass, December 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • December 3, 2008

46. Prototype SEP

    By SMB, November 25, 2008
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • December 1, 2008

47. RETIREMENT PLAN ILLUSTRATION CALCULATOR

    By Gary Lesser, September 18, 2007
    • 4 replies
    • 4.7k views
    • 
    • Gary Lesser
    • November 26, 2008

48. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 23, 2008

49. Excess contributions to SEP

    By Guest ple-rj, February 25, 2008
    • 5 replies
    • 4.6k views
    • 
    • Gary Lesser
    • November 5, 2008

50. Effective Date for Simple IRA Termination

    By jlea, October 24, 2008
    • 5 replies
    • 2.4k views
    • 
    • ERISAnut
    • October 29, 2008