SEP, SARSEP and SIMPLE Plans

1,504 topics in this forum

1. Operational Failure in SARSEP

   By Spodie, February 5, 2013
   • 3 replies
   • 1.2k views
   • 
   • Spodie
   • March 13, 2013

2. SIMPLE IRA rollovers

   By Benefits 101, February 25, 2013
   • 5 replies
   • 1.4k views
   • 
   • Benefits 101
   • February 25, 2013

3. "benefitting": includes loan repayments?

   By AlbanyConsultant, February 25, 2013
   • 1 reply
   • 917 views
   • 
   • masteff
   • February 25, 2013

4. SIMPLE IRA - over and under matching contributions

   By rblum50, February 19, 2013
   • 1 reply
   • 765 views
   • 
   • Bird
   • February 19, 2013

5. SIMPLE IRA ELIGIBILITY

   By Guest robmc, January 31, 2013
   • 5 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • January 31, 2013

6. RMD Calculation

   By rfahey, January 15, 2013
   • 21 replies
   • 3.4k views
   • 
   • Gary Lesser
   • January 31, 2013

7. SEP HEC exclusion?

   By PAL, January 30, 2013
   • 2 replies
   • 984 views
   • 
   • Gary Lesser
   • January 31, 2013

8. SEP Plan Contribution 2012

   By Guest Curt Stoller, December 7, 2012
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • January 3, 2013

9. Annuity in SEP

   By KateSmithPA, December 18, 2012
   • 2 replies
   • 977 views
   • 
   • Bird
   • December 18, 2012

10. Acquired company with a Simple 401(k)

    By AndyH, December 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • December 7, 2012

11. SEP Short Plan Year

    By Guest CJDwyer, September 4, 2002
    • 2 replies
    • 2.2k views
    • 
    • Gary Lesser
    • November 26, 2012

12. SEP-IRA account title

    By B21, October 11, 2012
    • 1 reply
    • 3.6k views
    • 
    • Gary Lesser
    • October 11, 2012

13. Definition of service for SEP

    By Guest Karis Schwent, April 14, 2012
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 10, 2012

14. Sole Proprietorship to Adopt 2011 SEP by Oct 15, 2012

    By Richard Anderson, October 4, 2012
    • 3 replies
    • 990 views
    • 
    • Gary Lesser
    • October 9, 2012

15. SIMPLE IRA in VCP

    By Guest BED, April 26, 2012
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • October 9, 2012

16. Integrated SAR SEP PLan

    By rfahey, October 9, 2012
    • 1 reply
    • 843 views
    • 
    • Gary Lesser
    • October 9, 2012

17. Can owner of business also have a SEP for 1099 income?

    By AKconsult, September 6, 2012
    • 3 replies
    • 1.5k views
    • 
    • shERPA
    • September 7, 2012

18. 5305-SEP, okay to submit a March 2002 version under VCP

    By katieinny, August 10, 2012
    • 1 reply
    • 984 views
    • 
    • Gary Lesser
    • September 7, 2012

19. SEP Document - Help or 5305

    By HarleyBabe, August 10, 2012
    • 2 replies
    • 1.8k views
    • 
    • HarleyBabe
    • August 10, 2012

20. SIMPLE IRA mid-yr plan termination due to acquisition?

    By Borsley, August 8, 2012
    • 2 replies
    • 12k views
    • 
    • Borsley
    • August 9, 2012

21. Simple: ER contribs and Comp

    By ombskid, August 7, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 7, 2012

22. Mistaken Contribution to SEP

    By Dougsbpc, July 31, 2012
    • 3 replies
    • 1.6k views
    • 
    • Borsley
    • August 2, 2012

23. 401(k) Started in year Simple Plan existed

    By rblum50, May 29, 2012
    • 2 replies
    • 1.3k views
    • 
    • rblum50
    • May 30, 2012

24. small business owner needing help with 410K and SIMPLE

    By Guest babysilvertooth, May 16, 2012
    • 4 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • May 16, 2012

25. Self-employed: SEP-IRA plus traditional IRA

    By Lori Friedman, April 12, 2012
    • 3 replies
    • 7.1k views
    • 
    • Lori Friedman
    • April 12, 2012