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SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

  1. 25% penalty in 1st 2 years

    By Guest bmurphy,
    • 2 replies
    • 1.3k views

  2. Sep At Multiple Brikerage Accounts

    By Guest ban1957,
    • 1 reply
    • 1.3k views

  3. Pay-to-Play queestion---SIMPLES and SEPS

    By Borsley,
    • 2 replies
    • 1.3k views

  4. SARSEP possible for Non-Profits?

    By NonProfit GC,
    • 4 replies
    • 1.3k views

  5. Contributions by owner to SEP-IRA or SIMPLE-IRA after 70 1/2

    By Francis,
    • 1 reply
    • 1.3k views

  6. Interpretation of the Model Salary Reduction Agreement

    By Belgarath,
    • 2 replies
    • 1.3k views

  7. SEP final year

    By Guest 5500,
    • 1 reply
    • 1.3k views

  8. Issues involved in converting a safe-harbor 401(k) to a simple 401(k)?

    By chris,
    • 1 reply
    • 1.3k views

  9. SEP and 401(k) question

    By cpc0506,
    • 3 replies
    • 1.3k views

  10. Revocation of SIMPLE 401(k)

    By nancy,
    • 2 replies
    • 1.3k views

  11. SEP's

    By Guest Tina Pickard,
    • 1 reply
    • 1.3k views

  12. Simple: ER contribs and Comp

    By ombskid,
    • 1 reply
    • 1.3k views

  13. Compensation definition in SIMPLE

    By rfahey,
    • 2 replies
    • 1.3k views

  14. SEP - Am I eligible?

    By Guest grokohl,
    • 1 reply
    • 1.3k views

  15. Existing Profit Sharing Plan to be terminated

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 1.3k views

  16. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

    By CharlesLeggette,
    • 4 replies
    • 1.3k views

  17. SEP for owner while 401(k) maintained for staff?

    By Guest hpaine,
    • 3 replies
    • 1.3k views

  18. Is excessSEP/IRA contribution also subject to early distribution penalty of 10%?

    By Guest Taxlady1040,
    • 3 replies
    • 1.3k views

  19. Employer late with payments to SEP and simple IRA

    By ghost31,
    • 1 reply
    • 1.3k views

  20. Simple - IRA Plan Eligibility

    By Guest ban1957,
    • 1 reply
    • 1.3k views

  21. Rollovers from SIMPLE IRAs

    By Felicia,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  22. SIMPLE IRA prototype - can we use documents while waiting for IRS fili

    By Guest amfam2,
    • 1 reply
    • 1.3k views

  23. SIMPLE Plan and TSP Contributions

    By Guest tac,
    • 1 reply
    • 1.3k views

  24. Missing 30 day window for contributions

    By bzorc,
    • 5 replies
    • 1.3k views

  25. Sep IRA exception to age 70 1/2 RMD?

    By Jim Chad,
    • 1 reply
    • 1.3k views

  26. sep and traditional db plan

    By Guest anico greg,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  27. Loans in a SIMPLE

    By Guest Big Show,
    • 1 reply
    • 1.3k views

  28. SIMPLE SEP amendment

    By Guest Shelton,
    • 1 reply
    • 1.3k views

  29. 5305 SEP & P/S Plan

    By katieinny,
    • 1 reply
    • 1.3k views

  30. SEP documents provided by the big houses

    By Bri,
    • 2 replies
    • 1.3k views

  31. Controlled Group Fact Pattern?

    By Gary Lesser,
    • 1 reply
    • 1.3k views

  32. new 401k,but maintained SIMPLE

    By Guest LTurner,
    • 5 replies
    • 1.3k views

  33. Owner contributins to simple 401k

    By Guest spencerhos,
    • 2 replies
    • 1.3k views

  34. Moving funds from a traditional IRA to a SIMPLE IRA due to bank error

    By rpolich,   
    • 4 replies
    • 1.3k views

  35. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy,
    • 2 replies
    • 1.3k views

  36. SIMPLE IRA as a 1 Year "substitute"

    By SMB,
    • 2 replies
    • 1.3k views
    • SMB
    • SMB

  37. Handling a SIMPLE IRA plan when sponsor is acquired

    By Scuba 401,
    • 3 replies
    • 1.3k views

  38. Compensation Limit

    By Lori Foresz,
    • 1 reply
    • 1.3k views

  39. Invalidate SEP IRA and New DB Plan for 2021

    By Ananda,
    • 3 replies
    • 1.3k views

  40. SIMPLE IRA limits for self employed

    By steve-o,
    • 0 replies
    • 1.3k views

  41. Simple 401k Plan, Roth Contributions

    By Guest sviola,
    • 1 reply
    • 1.3k views

  42. Non-profit

    By Guest RAA,
    • 1 reply
    • 1.3k views

  43. Addition SIMPLE Set Up Question

    By Guest Gary S,
    • 2 replies
    • 1.3k views

  44. When was last amendment of a SEP or SARSEP required?

    By Jim Chad,
    • 1 reply
    • 1.3k views

  45. Annuity in SEP

    By KateSmithPA,
    • 2 replies
    • 1.3k views

  46. SIMPLE-IRA correction under Rev Proc 2013-12 - W-2 coding?

    By Belgarath,
    • 1 reply
    • 1.3k views

  47. SEP Document Requirement

    By Fisher,
    • 2 replies
    • 1.3k views

  48. Simple 401(k)

    By MBCarey,
    • 1 reply
    • 1.3k views

  49. Exclusion Allowance

    By Gary Lesser,
    • 0 replies
    • 1.3k views

  50. Simple ira terminated to a "newly established" Safe Harbor 401

    By Lori H,
    • 1 reply
    • 1.3k views
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