SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Integrated SEP - Compensation

   By Guest JD Colville, April 7, 2000
   • 1 reply
   • 1.6k views
   • 
   • Bill Berke
   • April 18, 2000

2. SEP-IRA contribution for 1099 compensation?

   By Guest Rick Kraus, April 3, 2000
   • 1 reply
   • 3k views
   • 
   • Bill Berke
   • April 19, 2000

3. SIMPLE-IRAs: minimum contributions?

   By Guest amfam2, February 11, 2002
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • February 14, 2002

4. Is this a prohibited transaction?

   By Guest amfam2, February 13, 2004
   • 1 reply
   • 1k views
   • 
   • Gary Lesser
   • February 18, 2004

5. Controlled Group Issue

   By Guest Laura, April 20, 2000
   • 1 reply
   • 1.4k views
   • 
   • Bill Berke
   • April 21, 2000

6. Partnership with a SARSEP changes to S Corp 10/1/03-- okay to adopt 401k plan as of 10/1/03?

   By Dave Baker, September 23, 2003
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • October 4, 2003

7. SIMPLE 401(k) deadline ?

   By Guest kdm, November 25, 2003
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • November 25, 2003

8. Is WALK-CAP available for SEP-IRA?

   By Guest caray, April 10, 2000
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • May 17, 2000

9. Prior Year Sep Contributions

   By Guest dmrrtr, August 30, 2001
   • 1 reply
   • 2.1k views
   • 
   • Appleby
   • September 4, 2001

10. SEP IRA eligibility

    By Guest ButchElfers, January 5, 2006
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 5, 2006

11. Simple IRA

    By Guest BED, May 9, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • May 10, 2011

12. Salary Reduction SEP Contribution for Self Employed

    By rfahey, May 21, 2013
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • December 21, 2013

13. Self Correction Available?

    By Christine Roberts, March 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 17, 2000

14. Simple 401(k) Plan converted to Regular 401(k) Plan - 2 year penalty exception

    By TPA Bob, December 7, 2020   

    • simple 401(k)
    • regular 401(k)
    • 1 reply
    • 787 views
    • 
    • AbsolutelyOkayPossibly
    • December 9, 2020

15. Excess matching contribution in SIMPLE IRA

    By nancy, November 29, 2000
    • 1 reply
    • 5.5k views
    • 
    • Gary Lesser
    • December 1, 2000

16. SARSEP Termination

    By Guest DaveS, November 5, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • November 6, 2003

17. Rolling eligibility - an option?

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

18. Can an excess contribution to a SEP/IRA be rolled into a solo 401k?

    By Guest Taxlady1040, March 6, 2014   

    • excess contribution
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • April 7, 2014

19. Excess employee and employer contributions to Simple plan

    By Guest Melissa Winslow, March 3, 2000
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • May 17, 2000

20. missed or incorrect employer contributions

    By Santo Gold, March 11, 2010
    • 1 reply
    • 1.7k views
    • 
    • Christine Roberts
    • March 13, 2010

21. Any limit on the number of SEP-IRA's a person may have?

    By chris, March 2, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 17, 2000

22. Integrated SEPs

    By Guest Maxwell, November 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • November 9, 2001

23. SEP calculation and deduction

    By Guest Larry Warner Jr., January 5, 2006
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 23, 2006

24. Eligible Employers

    By austin3515, March 6, 2014
    • 1 reply
    • 983 views
    • 
    • Belgarath
    • March 7, 2014

25. 501(c)(3)SIMPLE Plan

    By Guest, June 28, 2000
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • August 29, 2000

26. Disaster Relief SEP deadline

    By WhoLetTheDogsOut, November 9, 2017
    • 1 reply
    • 676 views
    • 
    • Mike Preston
    • November 12, 2017

27. SIMPLE IRA deposit error

    By lisabroc, April 17, 2018
    • 1 reply
    • 802 views
    • 
    • Larry Starr
    • April 17, 2018

28. SEP Contribution Limit

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

29. Foreign Earned Income Exclusion and Simple IRA

    By Guest lmccormick, September 22, 2005
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • September 23, 2005

30. SIMPLE IRA "Plan Number" on Form 14568-D

    By AJC, June 25, 2019
    • 1 reply
    • 743 views
    • 
    • jpod
    • June 25, 2019

31. change in corporate structure and SEPs

    By eilano, January 8, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • January 9, 2004

32. Limit for Employee with Two Plans

    By Francis, July 30, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 4, 2007

33. Changing SEP eligibility requirement

    By Guest rr2000, December 15, 2009
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • December 15, 2009

34. 5305-SEP, okay to submit a March 2002 version under VCP

    By katieinny, August 10, 2012
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • September 7, 2012

35. SEP ~ UNIK Comparison!

    By Guest Philip Simpkins, July 26, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • July 26, 2002

36. SEP for 1 year, then QRP

    By J Simmons, April 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 2009

37. SEPS and Married Filing Joint

    By Guest KFLETT, March 26, 2003
    • 1 reply
    • 968 views
    • 
    • Mike Preston
    • March 26, 2003

38. Salary deferrals for SAR SEP Plan

    By rfahey, December 7, 2015   

    • Spouse of owner
    • 1 reply
    • 982 views
    • 
    • Lou S.
    • December 7, 2015

39. 1 SARSEP 2 Documents?

    By KateSmithPA, March 2, 2005
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 2, 2005

40. Contributions made to SEP-IRA and 401k-what is the Limit?

    By Bruddah Kimo, October 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • November 7, 2007

41. SEP Contributions

    By jane123, March 27, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • March 28, 2003

42. 15% limit

    By nancy, January 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 4, 2002

43. Is there a minimum time period for a plan sponsor to have a simple ira in operation.

    By Guest Elfman, June 8, 2005
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • June 8, 2005

44. 5304 or 5305

    By rfahey, August 31, 2006
    • 1 reply
    • 9.8k views
    • 
    • WDIK
    • August 31, 2006

45. Simple IRA plan - required to contribute?

    By Guest lany, September 26, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • September 26, 2006

46. SEP & SIMPLE IRAS

    By Felicia, June 12, 2014   

    • ERISA
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • June 13, 2014

47. Sole proprietor incorporating mid-year and assumption of a SIMPLE plan

    By KJohnson, March 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • KJohnson
    • March 26, 2001

48. SEP Rollovers under EGTRRA

    By davef, July 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • July 3, 2001

49. SIMPLE COMPENSATION

    By Guest nicola, April 11, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • April 12, 2003

50. SEP - SIMPLE re family ownership

    By Guest LTurner, January 31, 2003
    • 1 reply
    • 998 views
    • 
    • Guest
    • February 4, 2003