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SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

  1. Contributions to SEP that violate 415(c)

    By Luke Bailey,
    • 6 replies
    • 1.5k views

  2. LLC partner draws to C Corp for SEP IRA

    By TKH,   
    • 2 replies
    • 1.1k views

  3. SIMPLE IRA - Move from 5305 to 5304

    By MjInvestments,
    • 2 replies
    • 4.8k views

  4. SIMPLE IRA Termination

    By mlp0816,
    • 12 replies
    • 2.7k views

  5. Concerns w/ Financial Advisor Handling SIMPLE IRA

    By EDB,
    • 5 replies
    • 1.5k views

  6. 5305-SEP to 401k plan in same yr; ps start date 1/1?

    By TPApril,
    • 2 replies
    • 1.5k views

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

    By Beltane,
    • 1 reply
    • 648 views

  8. Company Sponsored SIMPLE IRA PLans

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

  9. SIMPLE DFI Wont accept late deposit

    By shERPA,
    • 5 replies
    • 838 views

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

    By Chris Thomas,
    • 0 replies
    • 680 views

  11. from SH 401(k) to SIMPLE

    By M Norton,
    • 3 replies
    • 1.2k views

  12. multiple SIMPLE vendors?

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  13. SIMPLE IRA + 401(k) Plan

    By JustMe,
    • 5 replies
    • 1.4k views

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

    By AJC,
    • 1 reply
    • 763 views

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

    By MarZDoates,
    • 0 replies
    • 671 views

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

    By ERISA11,
    • 4 replies
    • 1.7k views

  17. Application of Grace Period for SIMPLE

    By ERISA11,
    • 4 replies
    • 950 views

  18. VCP correction for SIMPLE IRA gone bad

    By Flyboyjohn,
    • 5 replies
    • 1.9k views

  19. IRS Audit-CAP Requirement

    By Renafesq,
    • 2 replies
    • 1k views

  20. Partner SEP Contribution

    By mjf06241972,
    • 6 replies
    • 1.2k views

  21. SEP PLAN DOCUMENT

    By gcrechale,   
    • 1 reply
    • 1k views

  22. SEP AND CASH BALANCE PLANS

    By gcrechale,   
    • 5 replies
    • 4.7k views

  23. SEP IRA with no corporation or LLC

    By Dfwguy,   
    • 3 replies
    • 763 views

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

    By M Norton,   
    • 6 replies
    • 2.7k views

  25. SIMPLE IRA and SIMPLE 401k Catchup Limits

    By Renier,   
    • 3 replies
    • 907 views

  26. SIMPLE IRA gone "bad"

    By Flyboyjohn,   
    • 2 replies
    • 1.1k views

  27. SIMPLE IRA sponsor wants to skip true-up

    By M Norton,   
    • 5 replies
    • 2.3k views

  28. SIMPLE IRA / Excluding 125 Contributions

    By austin3515,
    • 1 reply
    • 997 views

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

    By M Norton,   
    • 1 reply
    • 721 views

  30. LLC partners draws only making pretax contributions?

    By mfs - Jackson,   
    • 7 replies
    • 2k views

  31. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown,
    • 5 replies
    • 1.4k views

  32. Terminating 401(k); Starting SIMPLE

    By MjInvestments,
    • 8 replies
    • 3.1k views

  33. Sch C SEP for 401(k) participant

    By M Norton,   
    • 3 replies
    • 797 views

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

    By RatherBeGolfing,
    • 9 replies
    • 3.3k views

  35. Is a SEP IRA Included?

    By BT,
    • 3 replies
    • 806 views
    • BT
    • BT

  36. SEP sponsored by ineligible employer

    By mariemonroe,
    • 12 replies
    • 1.5k views

  37. SIMPLE IRA sponsor sells practice

    By M Norton,   
    • 8 replies
    • 1.7k views

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

    By AKconsult,
    • 3 replies
    • 907 views

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

    By AlbanyConsultant,
    • 1 reply
    • 716 views

  40. SEP Eligibility Dumb Question #2

    By bzorc,
    • 2 replies
    • 759 views

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

    By Pammie57,
    • 3 replies
    • 783 views

  42. SIMPLE IRA Match Question

    By coleboy,
    • 1 reply
    • 736 views

  43. Deducted Simple Contributions from Employee but never signed employee up for plan nor ever gave any notice of participation

    By Meem,   
    • 2 replies
    • 1.2k views

  44. Re-Characterization as Catch up

    By coleboy,
    • 2 replies
    • 604 views

  45. SEP IRA deductions for non-calendar year question

    By Justin,   
    • 2 replies
    • 1.3k views

  46. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S.,
    • 7 replies
    • 1.8k views

  47. SEP Eligibility - Dumb Question

    By bzorc,
    • 4 replies
    • 1.2k views

  48. SIMPLE contribution not really "receivable"?

    By pmacduff,
    • 1 reply
    • 631 views

  49. Nonresponsive participant

    By austin3515,
    • 3 replies
    • 1.1k views

  50. Company with SIMPLE IRA bought by Company with 401k

    By coleboy,
    • 7 replies
    • 4.7k views
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