SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. deferrals made without plan in place

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

2. Multiple businesses

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

3. Comp paid in an LLC

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

4. Control Group Question - 415(h)

   By Guest Steve Palmer, March 25, 2009
   • 3 replies
   • 3.8k views
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   • Guest
   • September 13, 2011

5. Royalties as Earned Income for SEP Purposes

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

6. SEP Contribution - SCH C

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

7. Existing Profit Sharing Plan to be terminated

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

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

   By Guest Moira, March 3, 2009
   • 0 replies
   • 1.9k views
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   • Guest
   • March 3, 2009

9. Contributions to 401(k) and SEP?

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

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

    By Guest rarnedt, March 2, 2009
    • 0 replies
    • 1.4k views
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    • Guest
    • March 2, 2009

11. ACAs & EACAs In SIMPLEs & SARSEPS

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

12. SIMPLE self employed match

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

13. ACAs EACAs in SARSEPS & SIMPLE IRAs

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

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

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

15. Reclassify Trad. IRA to SEP IRA?

    By Guest tar0930, February 20, 2009
    • 9 replies
    • 4k views
    • 
    • jevd
    • March 2, 2009

16. SIMPLE termination

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

17. SIMPLE IRA Year End/Final Contribution

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

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

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

19. sep and traditional db plan

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

20. partner in law firm wants SEP

    By k man, January 12, 2009
    • 18 replies
    • 3.2k views
    • 
    • QDROphile
    • January 14, 2009

21. overfunded SEP

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

22. New SIMPLE Plan

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

23. Termination of SIMPLE IRA - Required Disclosure

    By Guest pcohen, December 17, 2008
    • 3 replies
    • 3.8k views
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    • jlea
    • December 18, 2008

24. Simple to 401k Invalidation Followup Question

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

25. Simple to 401k Invalidation Question

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

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

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

27. Termination of SIMPLE IRA

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

28. 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

29. Prototype SEP

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

30. 401k to SIMPLE

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

31. Effective Date for Simple IRA Termination

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

32. COLA_Rollover Chart (2008-2009)

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

33. Employee Contributions

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

34. exclusive plan

    By jlea, October 8, 2008
    • 8 replies
    • 2.5k views
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    • ERISAnut
    • October 9, 2008

35. SIMPLE IRA for the self employed

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

36. Simple IRA 100 person rule

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

37. Late Deferral Deposits SIMPLE 401(k)

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

38. Cancel a SEP

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

39. Rolling eligibility - an option?

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

40. Amendments and notices

    By Guest jaturner, August 22, 2008
    • 2 replies
    • 1.9k views
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    • Bird
    • August 22, 2008

41. Terminating SIMPLE IRA

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

42. SIMPLE IRA

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

43. SIMPLE IRA Compensation

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

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

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

45. SIMPLE EGTRRA Compliance

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

46. Employee contributions to SEP and 415

    By AKconsult, July 16, 2008
    • 2 replies
    • 2.2k views
    • 
    • Gary Lesser
    • July 21, 2008

47. Fidelity Bond required?

    By Guest m.n.ouellette, July 16, 2008
    • 11 replies
    • 13.2k views
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    • Gary Lesser
    • July 21, 2008

48. Establishing a SEP after death

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

49. Simple _ Changing Eligibility

    By rfahey, July 11, 2008
    • 6 replies
    • 2.4k views
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    • Gary Lesser
    • July 21, 2008

50. SIMPLE Deposit Requirements

    By Guest Roger K., July 8, 2008
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • July 10, 2008