SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

1. SIMPLE IRA excess ER contribution

   By M Norton, February 10, 2020
   • 2 replies
   • 968 views
   • 
   • M Norton
   • February 18, 2020

2. SIMPLE IRA - many issues, many years - Fixable?

   By DR245, February 11, 2020
   • 5 replies
   • 1.8k views
   • 
   • Gary Lesser
   • February 18, 2020

3. Contributions to SEP that violate 415(c)

   By Luke Bailey, December 10, 2019
   • 6 replies
   • 1.6k views
   • 
   • Gary Lesser
   • February 18, 2020

4. SIMPLE IRA for 2020 - too late to stop and replace with 401(k)?

   By lisabroc, January 27, 2020
   • 3 replies
   • 2.1k views
   • 
   • lisabroc
   • January 29, 2020

5. SEP IRA question

   By Doublehill, January 3, 2020
   • 3 replies
   • 1.7k views
   • 
   • spiritrider
   • January 6, 2020

6. SEP Contribution in year of business closure

   By K. Hutcherson, December 12, 2019
   • 2 replies
   • 1.4k views
   • 
   • Larry Starr
   • December 12, 2019

7. SIMPLE IRA for 1 of 2 Sch-C spouses

   By M Norton, December 10, 2019
   • 3 replies
   • 1.2k views
   • 
   • spiritrider
   • December 11, 2019

8. LLC partner draws to C Corp for SEP IRA

   By TKH, December 6, 2019   

   • controlled group or not?
   • sep ira
   • 2 replies
   • 1.1k views
   • 
   • Larry Starr
   • December 7, 2019

9. SIMPLE IRA - Move from 5305 to 5304

   By MjInvestments, December 3, 2019
   • 2 replies
   • 4.9k views
   • 
   • Appleby
   • December 4, 2019

10. SIMPLE IRA Termination

    By mlp0816, November 18, 2019
    • 12 replies
    • 2.7k views
    • 
    • Larry Starr
    • November 24, 2019

11. Concerns w/ Financial Advisor Handling SIMPLE IRA

    By EDB, November 6, 2019
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • November 8, 2019

12. 5305-SEP to 401k plan in same yr; ps start date 1/1?

    By TPApril, September 25, 2019
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • September 25, 2019

13. How early may an employer distribute the SIMPLE notice for the next year?

    By Beltane, September 24, 2019
    • 1 reply
    • 655 views
    • 
    • Larry Starr
    • September 24, 2019

14. Company Sponsored SIMPLE IRA PLans

    By mlp0816, September 19, 2019   

    • advising
    • 1 reply
    • 748 views
    • 
    • Bird
    • September 19, 2019

15. SIMPLE DFI Wont accept late deposit

    By shERPA, September 10, 2019
    • 5 replies
    • 852 views
    • 
    • M Norton
    • September 11, 2019

16. from SH 401(k) to SIMPLE

    By M Norton, August 14, 2019
    • 3 replies
    • 1.2k views
    • 
    • ugueth
    • August 20, 2019

17. Terminate 401k Mid-Year and the fund SEP-IRA

    By Chris Thomas, August 19, 2019
    • 0 replies
    • 689 views
    • 
    • Chris Thomas
    • August 19, 2019

18. multiple SIMPLE vendors?

    By AlbanyConsultant, August 5, 2019
    • 4 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • August 6, 2019

19. SIMPLE IRA + 401(k) Plan

    By JustMe, July 11, 2019
    • 5 replies
    • 1.5k views
    • 
    • JustMe
    • July 16, 2019

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

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

21. Late deposit of SIMPLE IRA deferrals - exclusive plan rule

    By MarZDoates, May 30, 2019
    • 0 replies
    • 678 views
    • 
    • MarZDoates
    • May 30, 2019

22. Replacing SIMPLE with 401(k) Plan Mid-Year After Correcting SIMPLE Employer Eligibility Failure

    By ERISA11, April 30, 2019
    • 4 replies
    • 1.7k views
    • 
    • ERISA11
    • May 2, 2019

23. Application of Grace Period for SIMPLE

    By ERISA11, April 24, 2019
    • 4 replies
    • 967 views
    • 
    • ERISA11
    • April 30, 2019

24. VCP correction for SIMPLE IRA gone bad

    By Flyboyjohn, April 23, 2019
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • April 26, 2019

25. IRS Audit-CAP Requirement

    By Renafesq, April 17, 2019
    • 2 replies
    • 1k views
    • 
    • Renafesq
    • April 17, 2019

26. Partner SEP Contribution

    By mjf06241972, April 9, 2019
    • 6 replies
    • 1.2k views
    • 
    • mjf06241972
    • April 11, 2019

27. SEP AND CASH BALANCE PLANS

    By gcrechale, April 1, 2019   

    • sep cash balance
    • 5 replies
    • 4.9k views
    • 
    • Flyboyjohn
    • April 3, 2019

28. SEP PLAN DOCUMENT

    By gcrechale, April 1, 2019   

    • sep document
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • April 1, 2019

29. SEP sponsor changes from Sch C to sub-S corp

    By M Norton, March 21, 2019   

    • sep sponsor
    • 6 replies
    • 2.8k views
    • 
    • FPGuy
    • March 29, 2019

30. SEP IRA with no corporation or LLC

    By Dfwguy, March 28, 2019   

    • sepira simple ira 401k
    • 3 replies
    • 772 views
    • 
    • jpod
    • March 29, 2019

31. SIMPLE IRA gone "bad"

    By Flyboyjohn, March 8, 2019   

    • simple ira
    • 2 replies
    • 1.1k views
    • 
    • shERPA
    • March 18, 2019

32. limits SIMPLE IRA and SIMPLE 401k Catchup Limits

    By Renier, March 13, 2019   

    • simple 401k
    • simple ira
    • (and 2 more)

      Tagged with:

      • simple 401k
      • simple ira
      • simple plan
      • catchup
    • 3 replies
    • 945 views
    • 
    • Appleby
    • March 18, 2019

33. SIMPLE IRA sponsor wants to skip true-up

    By M Norton, February 28, 2019   

    • simple ira
    • true up
    • 5 replies
    • 2.4k views
    • 
    • austin3515
    • March 5, 2019

34. SIMPLE IRA / Excluding 125 Contributions

    By austin3515, February 11, 2019
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • February 12, 2019

35. comp to use for SIMPLE IRA started October 1st

    By M Norton, February 11, 2019   

    • simple ira comp
    • 1 reply
    • 730 views
    • 
    • austin3515
    • February 11, 2019

36. LLC partners draws only making pretax contributions?

    By mfs - Jackson, January 16, 2019   

    • llc
    • simple
    • (and 3 more)

      Tagged with:

      • llc
      • simple
      • draws
      • no wages
      • ira
    • 7 replies
    • 2k views
    • 
    • Luke Bailey
    • January 22, 2019

37. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown, December 31, 2018
    • 5 replies
    • 1.4k views
    • 
    • Larry Starr
    • January 2, 2019

38. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 5.2k views
    • 
    • Belgarath
    • January 2, 2019

39. Terminating 401(k); Starting SIMPLE

    By MjInvestments, December 19, 2018
    • 8 replies
    • 3.1k views
    • 
    • ETA Consulting LLC
    • December 23, 2018

40. Sch C SEP for 401(k) participant

    By M Norton, December 18, 2018   

    • sep
    • 401(k)
    • 3 replies
    • 816 views
    • 
    • Appleby
    • December 20, 2018

41. Client with SIMPLE IRA wants to start a 401(k) Plan

    By RatherBeGolfing, October 30, 2018
    • 9 replies
    • 3.3k views
    • 
    • Sully
    • November 2, 2018

42. SEP sponsored by ineligible employer

    By mariemonroe, October 22, 2018
    • 12 replies
    • 1.5k views
    • 
    • Luke Bailey
    • October 25, 2018

43. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

    • simple ira
    • 8 replies
    • 1.7k views
    • 
    • Luke Bailey
    • October 25, 2018

44. Is a SEP IRA Included?

    By BT, October 24, 2018
    • 3 replies
    • 816 views
    • 
    • BT
    • October 25, 2018

45. W2 income from one company used to fund SEP (?)

    By AKconsult, September 25, 2018
    • 3 replies
    • 913 views
    • 
    • Larry Starr
    • September 25, 2018

46. Correct SEP Compensation for S-Corp Owner

    By Jed Macy, October 21, 2016   

    • S-Corp SEP Comp Health Ins
    • 2 replies
    • 17.8k views
    • 
    • ERICH LAW, PLLC
    • September 22, 2018

47. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S., July 31, 2018
    • 7 replies
    • 1.8k views
    • 
    • Larry Starr
    • September 20, 2018

48. SIMPLE rollover to 401(k): related?

    By AlbanyConsultant, September 12, 2018
    • 1 reply
    • 723 views
    • 
    • PensionPro
    • September 12, 2018

49. SEP Eligibility Dumb Question #2

    By bzorc, August 31, 2018
    • 2 replies
    • 766 views
    • 
    • bzorc
    • September 4, 2018

50. SEP IRA deductions for non-calendar year question

    By Justin, August 7, 2018   

    • sep ira
    • sep
    • 2 replies
    • 1.4k views
    • 
    • Justin
    • August 21, 2018