SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Terminations

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

2. Simple IRA

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

3. Income from sole proprietorship and K-1 source

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

4. SEP for 1 year, then QRP

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

5. Setting up a SEP for church employees

   By MBCarey, April 3, 2009
   • 4 replies
   • 2.3k views
   • 
   • MBCarey
   • April 7, 2009

6. deferrals made without plan in place

   By Guest gjertsen, April 2, 2009
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • April 3, 2009

7. Multiple businesses

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

8. Comp paid in an LLC

   By bzorc, March 25, 2009
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • March 25, 2009

9. Control Group Question - 415(h)

   By Guest Steve Palmer, March 25, 2009
   • 3 replies
   • 3.9k views
   • 
   • Guest
   • September 13, 2011

10. Royalties as Earned Income for SEP Purposes

    By PJ2009, March 20, 2009
    • 11 replies
    • 7.9k views
    • 
    • Belgarath
    • March 8, 2010

11. SEP Contribution - SCH C

    By Guest dave1957, March 15, 2009
    • 3 replies
    • 1.8k views
    • 
    • jevd
    • March 17, 2009

12. Existing Profit Sharing Plan to be terminated

    By John Feldt ERPA CPC QPA, March 9, 2009
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • March 9, 2009

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

    By Guest Moira, March 3, 2009
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 3, 2009

14. Contributions to 401(k) and SEP?

    By Guest Thomas2006, March 3, 2009
    • 3 replies
    • 1.8k views
    • 
    • Jim Chad
    • March 14, 2009

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

    By Guest rarnedt, March 2, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2009

16. ACAs & EACAs In SIMPLEs & SARSEPS

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

17. SIMPLE self employed match

    By Guest nicola, February 27, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2009

18. ACAs EACAs in SARSEPS & SIMPLE IRAs

    By jevd, February 27, 2009
    • 3 replies
    • 1.3k views
    • 
    • jevd
    • March 13, 2009

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

    By Pension Panda, February 24, 2009
    • 1 reply
    • 4.2k views
    • 
    • Gary Lesser
    • February 24, 2009

20. Reclassify Trad. IRA to SEP IRA?

    By Guest tar0930, February 20, 2009
    • 9 replies
    • 4.2k views
    • 
    • jevd
    • March 2, 2009

21. SIMPLE termination

    By Guest LTurner, February 19, 2009
    • 2 replies
    • 1.8k views
    • 
    • jlea
    • February 20, 2009

22. SIMPLE IRA Year End/Final Contribution

    By Guest Aaron Taylor, January 21, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 21, 2009

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

    By Guest bsmith12, January 18, 2009
    • 11 replies
    • 18.8k views
    • 
    • Guest
    • January 28, 2009

24. sep and traditional db plan

    By Guest anico greg, January 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2009

25. partner in law firm wants SEP

    By k man, January 12, 2009
    • 18 replies
    • 3.3k views
    • 
    • QDROphile
    • January 14, 2009

26. overfunded SEP

    By Santo Gold, January 8, 2009
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 12, 2009

27. New SIMPLE Plan

    By Guest rgorman, January 8, 2009
    • 6 replies
    • 1.5k views
    • 
    • Gary Lesser
    • February 3, 2009

28. Termination of SIMPLE IRA - Required Disclosure

    By Guest pcohen, December 17, 2008
    • 3 replies
    • 3.9k views
    • 
    • jlea
    • December 18, 2008

29. Simple to 401k Invalidation Followup Question

    By Guest Grumbles, December 16, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2008

30. Simple to 401k Invalidation Question

    By Guest Grumbles, December 11, 2008
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • December 11, 2008

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

    By katieinny, December 8, 2008
    • 2 replies
    • 1.7k views
    • 
    • katieinny
    • December 8, 2008

32. Termination of SIMPLE IRA

    By BTG, December 5, 2008
    • 16 replies
    • 10.3k views
    • 
    • BadgerDon
    • December 16, 2021

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

    By Guest Bergybass, December 3, 2008
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • December 3, 2008

34. Prototype SEP

    By SMB, November 25, 2008
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • December 1, 2008

35. 401k to SIMPLE

    By pmacduff, October 24, 2008
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • October 27, 2008

36. Effective Date for Simple IRA Termination

    By jlea, October 24, 2008
    • 5 replies
    • 2k views
    • 
    • ERISAnut
    • October 29, 2008

37. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 23, 2008

38. Employee Contributions

    By Guest kum4363, October 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • October 14, 2008

39. exclusive plan

    By jlea, October 8, 2008
    • 8 replies
    • 2.6k views
    • 
    • ERISAnut
    • October 9, 2008

40. SIMPLE IRA for the self employed

    By Guest BruceC, September 21, 2008
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • September 23, 2008

41. Simple IRA 100 person rule

    By abanky, September 18, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 18, 2008

42. Late Deferral Deposits SIMPLE 401(k)

    By Guest KateSmithVA, September 11, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 11, 2008

43. Cancel a SEP

    By Fisher, August 29, 2008
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 31, 2008

44. Rolling eligibility - an option?

    By Guest jaturner, August 25, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • August 25, 2008

45. Amendments and notices

    By Guest jaturner, August 22, 2008
    • 2 replies
    • 2k views
    • 
    • Bird
    • August 22, 2008

46. Terminating SIMPLE IRA

    By Guest WD2, August 21, 2008
    • 1 reply
    • 2.2k views
    • 
    • ERISAnut
    • August 22, 2008

47. SIMPLE IRA

    By M Norton, August 13, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 8, 2009

48. SIMPLE IRA Compensation

    By Fisher, August 4, 2008
    • 3 replies
    • 6.2k views
    • 
    • Appleby
    • August 5, 2008

49. Failure to deposit employee deferrals - Employees no longer employed

    By MarZDoates, July 30, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 2, 2008

50. SIMPLE EGTRRA Compliance

    By jpod, July 29, 2008
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • July 30, 2008