SEP, SARSEP and SIMPLE Plans

1,504 topics in this forum

1. SEP

   By Guest ingridak, January 22, 2014   

   • union
   • status change non-union
   • 2 replies
   • 946 views
   • 
   • Guest
   • January 22, 2014

2. SARSEP - Can EE opt out?

   By Guest Roger K., January 14, 2014
   • 2 replies
   • 1.7k views
   • 
   • Lou S.
   • January 14, 2014

3. Moving the assets of a SIMPLE

   By K-t-F, January 10, 2014
   • 10 replies
   • 2.3k views
   • 
   • Borsley
   • January 13, 2014

4. Form 5330: Does a SEP-IRA have a "plan number"?

   By Guest EmployeeBenefitsAttorney, January 2, 2014
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • January 2, 2014

5. Individually-Designed SEP

   By jpod, December 20, 2013
   • 6 replies
   • 1.4k views
   • 
   • masteff
   • December 23, 2013

6. Disqualify a SIMPLE Plan with $200 of Employer match in this year

   By Jim Chad, July 26, 2013
   • 2 replies
   • 1.4k views
   • 
   • Jim Chad
   • December 23, 2013

7. Salary Reduction SEP Contribution for Self Employed

   By rfahey, May 21, 2013
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • December 21, 2013

8. Getting rid of a SIMPLE due to adoption of another plan

   By Bird, September 21, 2013
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • December 21, 2013

9. SIMPLE IRA Question

   By bzorc, December 12, 2013
   • 2 replies
   • 1.1k views
   • 
   • bzorc
   • December 13, 2013

10. SIMPLE IRA Investment Election

    By Fisher, September 18, 2013
    • 1 reply
    • 962 views
    • 
    • ETA Consulting LLC
    • September 18, 2013

11. Who can sponsor a SIMPLE?

    By Santo Gold, August 7, 2013
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • August 7, 2013

12. SEP Problem

    By Guest ohioattorney, June 28, 2013
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 28, 2013

13. SEP and 401(k) Profit Sharing

    By ombskid, May 10, 2013
    • 4 replies
    • 1.9k views
    • 
    • ombskid
    • June 19, 2013

14. Participation in multiple SEPs

    By Young Curmudgeon, May 14, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • May 14, 2013

15. SEP IRA and another IRA?

    By Spencer, May 9, 2013
    • 2 replies
    • 1.2k views
    • 
    • Spencer
    • May 10, 2013

16. SAR SEP Plan ADP test

    By rfahey, May 9, 2013
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • May 10, 2013

17. SIMPLE + 401(k)

    By Just Me, May 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

18. Frozen SEPS

    By thepensionmaven, April 4, 2013
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • April 5, 2013

19. SEP IRA contributions for owner, but not employees?

    By Guest hb95, April 3, 2013
    • 6 replies
    • 3.7k views
    • 
    • Bird
    • April 4, 2013

20. Timing of SIMPLE funding for a self employed person

    By rfahey, April 1, 2013
    • 1 reply
    • 965 views
    • 
    • ETA Consulting LLC
    • April 2, 2013

21. New SIMPLE PLan for 2012

    By rfahey, December 4, 2012
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • March 28, 2013

22. Exactly what happens to a SIMPLE IRA Plan when a 401(k) is started same year?

    By Jim Chad, March 27, 2013
    • 0 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 27, 2013

23. SEP - 01/31 FIscal Year End

    By clangeland, March 7, 2013
    • 2 replies
    • 1.3k views
    • 
    • clangeland
    • March 27, 2013

24. SEP & statutory employee W2 income

    By B21, March 13, 2013
    • 4 replies
    • 3.2k views
    • 
    • masteff
    • March 14, 2013

25. SEP employee contributions

    By Guest robmc, March 12, 2013
    • 4 replies
    • 1.2k views
    • 
    • masteff
    • March 13, 2013