SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SEP and 401k together

   By SoCalActuary, March 31, 2005
   • 1 reply
   • 1.9k views
   • 
   • mbozek
   • April 1, 2005

2. SEP and 403(b)

   By Randy Watson, February 6, 2007
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • February 9, 2007

3. SEP and a 401k

   By Tom Poje, February 17, 2014
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • February 18, 2014

4. SEP AND CASH BALANCE PLANS

   By gcrechale, April 1, 2019   

   • sep cash balance
   • 5 replies
   • 4.3k views
   • 
   • Flyboyjohn
   • April 3, 2019

5. SEP and Combo

   By NewBieHere, February 10
   • 1 reply
   • 1.2k views
   • 
   • CuseFan
   • February 10

6. SEP and controlled group - please help!

   By Guest friedbrain, January 29, 1999
   • 1 reply
   • 1.6k views
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   • Gary Lesser
   • February 15, 1999

7. SEP and DC/DB plan from Husband's company

   By Cynchbeast, June 2, 2017
   • 3 replies
   • 998 views
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   • Mike Preston
   • June 7, 2017

8. SEP and Incidental Benefits

   By Guest brenns99, November 19, 2002
   • 2 replies
   • 1.2k views
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   • Gary Lesser
   • November 29, 2002

9. SEP and Money purchase plan

   By caryn22359, June 13, 2006
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • June 13, 2006

10. SEP and MPPP

    By lexi, September 17, 2007
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • September 18, 2007

11. SEP and new 401k plan same year?

    By Guest Boots, August 10, 2011
    • 5 replies
    • 5.1k views
    • 
    • ETA Consulting LLC
    • August 24, 2011

12. SEP and Profit Sharing Plan

    By DP, March 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 5, 2002

13. SEP and PS Plan

    By DP, April 11, 2006
    • 3 replies
    • 1.7k views
    • 
    • ERISAnut
    • April 26, 2006

14. SEP and Qualified Plan

    By Guest Thornton, November 24, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 14, 1998

15. SEP and Roth, can you have both

    By Guest Macrocpa, November 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 9, 2003

16. SEP and SARSEP eligibility

    By Guest pensiondoc, March 30, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • April 3, 1999

17. SEP and SIMPLE in same year?

    By steve-o, April 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 22, 2010

18. SEP and the 7.5% Gateway

    By Gary Lesser, February 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • February 18, 2004

19. sep and traditional db plan

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

20. SEP and Traditional IRA

    By Jilliandiz, April 7, 2008
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • April 8, 2008

21. Sep At Multiple Brikerage Accounts

    By Guest ban1957, February 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 18, 2003

22. SEP Beneficiaries

    By Guest PGH.ERISA, March 5, 2008
    • 4 replies
    • 3k views
    • 
    • Peter Gulia
    • March 6, 2008

23. SEP calculation and deduction

    By Guest Larry Warner Jr., January 5, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 23, 2006

24. SEP Contribution - SCH C

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

25. SEP contribution - sole proprietor's spouse

    By Lori Friedman, June 29, 2006
    • 7 replies
    • 9.7k views
    • 
    • Lori Friedman
    • June 29, 2006

26. SEP contribution after death of sole proprietor?

    By Craig Garner, August 14, 2015
    • 1 reply
    • 2.5k views
    • 
    • Lou S.
    • August 14, 2015

27. SEP contribution after S Corp has filed tax return

    By waid10, March 26, 2004
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • April 23, 2004

28. SEP Contribution after termination of SEP

    By Guest Taxman, October 22, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • February 2, 2002

29. SEP Contribution Allowable? becomes Controlled group mid year?

    By Pammie57, August 20, 2018
    • 3 replies
    • 753 views
    • 
    • PensionPro
    • August 21, 2018

30. SEP contribution and 401k match

    By WCC, September 29, 2016
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • October 3, 2016

31. SEP Contribution Deducted on Tax Return, Never Received by Custodian

    By MarZDoates, September 27, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • September 27, 2005

32. SEP Contribution for 2019. When does SEP need to be established.

    By Ken_BenefitScape, July 7, 2020   

    • sep
    • plan entry
    • 2 replies
    • 893 views
    • 
    • Larry Starr
    • July 7, 2020

33. SEP contribution for a terminated employee

    By Guest Jensen, April 6, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 7, 2006

34. SEP Contribution for accounts not there

    By Guest JBarid, November 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 6, 2006

35. SEP contribution for deceased owner

    By katieinny, March 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • katieinny
    • March 17, 2003

36. SEP contribution for lost employee

    By Guest djw, October 7, 2010
    • 1 reply
    • 959 views
    • 
    • Gary Lesser
    • October 8, 2010

37. SEP contribution for termed employees

    By Guest bmurphy, March 8, 2005
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 8, 2005

38. SEP contribution for terminated/lost employee

    By rfahey, April 8, 2010
    • 5 replies
    • 4.5k views
    • 
    • Gary Lesser
    • October 8, 2010

39. SEP Contribution in year of business closure

    By K. Hutcherson, December 12, 2019
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • December 12, 2019

40. SEP Contribution Limit

    By Guest Retirement4Life, November 21, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 30, 2007

41. SEP contribution not made for ee

    By Monica Barnard, October 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 7, 2007

42. SEP Contribution Question

    By Guest Julie Young9, October 9, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • October 10, 2002

43. SEP contributions

    By Guest terric, February 1, 2005
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • February 11, 2005

44. SEP Contributions

    By jane123, March 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 28, 2003

45. SEP Contributions

    By Guest jetfaninmn, May 1, 2007
    • 3 replies
    • 2.3k views
    • 
    • Belgarath
    • May 2, 2007

46. SEP Contributions

    By Guest LSULLIVAN, July 13, 2006
    • 1 reply
    • 1.8k views
    • 
    • jevd
    • July 13, 2006

47. SEP contributions -- New business

    By Lori Friedman, February 19, 2005
    • 1 reply
    • 1.5k views
    • 
    • stevena
    • February 19, 2005

48. SEP Contributions after 70-1/2

    By Guest Randy Ehle, October 11, 2000
    • 1 reply
    • 7.9k views
    • 
    • Michael Devault
    • October 11, 2000

49. SEP Contributions in Error

    By Gilligan, June 2, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • June 2, 2015

50. SEP Contributions Schedule C Business

    By lktp57, May 25, 2017
    • 2 replies
    • 1.1k views
    • 
    • K2
    • May 25, 2017