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SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

  1. SIMPLE IRA excess ER contribution

    By M Norton,
    • 2 replies
    • 1k views

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

    By DR245,
    • 5 replies
    • 2k views

  3. Contributions to SEP that violate 415(c)

    By Luke Bailey,
    • 6 replies
    • 1.8k views

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

    By lisabroc,
    • 3 replies
    • 2.1k views

  5. SEP IRA question

    By Doublehill,
    • 3 replies
    • 1.8k views

  6. SEP Contribution in year of business closure

    By K. Hutcherson,
    • 2 replies
    • 1.4k views

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

    By M Norton,
    • 3 replies
    • 1.3k views

  8. LLC partner draws to C Corp for SEP IRA

    By TKH,   
    • 2 replies
    • 1.3k views

  9. SIMPLE IRA - Move from 5305 to 5304

    By MjInvestments,
    • 2 replies
    • 5.7k views

  10. SIMPLE IRA Termination

    By mlp0816,
    • 12 replies
    • 2.8k views

  11. Concerns w/ Financial Advisor Handling SIMPLE IRA

    By EDB,
    • 5 replies
    • 1.6k views

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

    By TPApril,
    • 2 replies
    • 1.6k views

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

    By Beltane,
    • 1 reply
    • 704 views

  14. Company Sponsored SIMPLE IRA PLans

    By mlp0816,   
    • 1 reply
    • 801 views
    • Bird
    • Bird

  15. SIMPLE DFI Wont accept late deposit

    By shERPA,
    • 5 replies
    • 936 views

  16. from SH 401(k) to SIMPLE

    By M Norton,
    • 3 replies
    • 1.3k views

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

    By Chris Thomas,
    • 0 replies
    • 730 views

  18. multiple SIMPLE vendors?

    By AlbanyConsultant,
    • 4 replies
    • 1.6k views

  19. SIMPLE IRA + 401(k) Plan

    By JustMe,
    • 5 replies
    • 1.5k views

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

    By AJC,
    • 1 reply
    • 842 views

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

    By MarZDoates,
    • 0 replies
    • 717 views

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

    By ERISA11,
    • 4 replies
    • 1.8k views

  23. Application of Grace Period for SIMPLE

    By ERISA11,
    • 4 replies
    • 1k views

  24. VCP correction for SIMPLE IRA gone bad

    By Flyboyjohn,
    • 5 replies
    • 2k views

  25. IRS Audit-CAP Requirement

    By Renafesq,
    • 2 replies
    • 1.1k views

  26. Partner SEP Contribution

    By mjf06241972,
    • 6 replies
    • 1.4k views

  27. SEP AND CASH BALANCE PLANS

    By gcrechale,   
    • 5 replies
    • 5.3k views

  28. SEP PLAN DOCUMENT

    By gcrechale,   
    • 1 reply
    • 1.1k views

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

    By M Norton,   
    • 6 replies
    • 3.1k views

  30. SEP IRA with no corporation or LLC

    By Dfwguy,   
    • 3 replies
    • 845 views

  31. SIMPLE IRA gone "bad"

    By Flyboyjohn,   
    • 2 replies
    • 1.2k views

  32. SIMPLE IRA and SIMPLE 401k Catchup Limits

    By Renier,   
    • 3 replies
    • 1.1k views

  33. SIMPLE IRA sponsor wants to skip true-up

    By M Norton,   
    • 5 replies
    • 2.6k views

  34. SIMPLE IRA / Excluding 125 Contributions

    By austin3515,
    • 1 reply
    • 1.1k views

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

    By M Norton,   
    • 1 reply
    • 776 views

  36. LLC partners draws only making pretax contributions?

    By mfs - Jackson,   
    • 7 replies
    • 2.2k views

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

    By shutdown,
    • 5 replies
    • 1.5k views

  38. Is amendment to SEP discriminatory?

    By Craig Schiller,   
    • 15 replies
    • 5.4k views

  39. Terminating 401(k); Starting SIMPLE

    By MjInvestments,
    • 8 replies
    • 3.4k views

  40. Sch C SEP for 401(k) participant

    By M Norton,   
    • 3 replies
    • 922 views

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

    By RatherBeGolfing,
    • 9 replies
    • 3.5k views

  42. SEP sponsored by ineligible employer

    By mariemonroe,
    • 12 replies
    • 1.6k views

  43. SIMPLE IRA sponsor sells practice

    By M Norton,   
    • 8 replies
    • 1.8k views

  44. Is a SEP IRA Included?

    By BT,
    • 3 replies
    • 881 views
    • BT
    • BT

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

    By AKconsult,
    • 3 replies
    • 964 views

  46. Correct SEP Compensation for S-Corp Owner

    By Jed Macy,   
    • 2 replies
    • 18.4k views

  47. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S.,
    • 7 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 1 reply
    • 766 views

  49. SEP Eligibility Dumb Question #2

    By bzorc,
    • 2 replies
    • 813 views

  50. SEP IRA deductions for non-calendar year question

    By Justin,   
    • 2 replies
    • 1.5k views
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