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SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

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

    By Beltane,
    • 1 reply
    • 598 views

  2. Company Sponsored SIMPLE IRA PLans

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

  3. SIMPLE DFI Wont accept late deposit

    By shERPA,
    • 5 replies
    • 794 views

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

    By Chris Thomas,
    • 0 replies
    • 641 views

  5. from SH 401(k) to SIMPLE

    By M Norton,
    • 3 replies
    • 1.2k views

  6. multiple SIMPLE vendors?

    By AlbanyConsultant,
    • 4 replies
    • 1k views

  7. SIMPLE IRA + 401(k) Plan

    By JustMe,
    • 5 replies
    • 1.4k views

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

    By AJC,
    • 1 reply
    • 713 views

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

    By MarZDoates,
    • 0 replies
    • 632 views

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

    By ERISA11,
    • 4 replies
    • 1.6k views

  11. Application of Grace Period for SIMPLE

    By ERISA11,
    • 4 replies
    • 880 views

  12. VCP correction for SIMPLE IRA gone bad

    By Flyboyjohn,
    • 5 replies
    • 1.7k views

  13. IRS Audit-CAP Requirement

    By Renafesq,
    • 2 replies
    • 977 views

  14. Partner SEP Contribution

    By mjf06241972,
    • 6 replies
    • 1.1k views

  15. SEP PLAN DOCUMENT

    By gcrechale,   
    • 1 reply
    • 1k views

  16. SEP AND CASH BALANCE PLANS

    By gcrechale,   
    • 5 replies
    • 4.3k views

  17. SEP IRA with no corporation or LLC

    By Dfwguy,   
    • 3 replies
    • 705 views

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

    By M Norton,   
    • 6 replies
    • 2.5k views

  19. SIMPLE IRA and SIMPLE 401k Catchup Limits

    By Renier,   
    • 3 replies
    • 764 views

  20. SIMPLE IRA gone "bad"

    By Flyboyjohn,   
    • 2 replies
    • 1k views

  21. SIMPLE IRA sponsor wants to skip true-up

    By M Norton,   
    • 5 replies
    • 2.1k views

  22. SIMPLE IRA / Excluding 125 Contributions

    By austin3515,
    • 1 reply
    • 920 views

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

    By M Norton,   
    • 1 reply
    • 680 views

  24. LLC partners draws only making pretax contributions?

    By mfs - Jackson,   
    • 7 replies
    • 1.9k views

  25. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown,
    • 5 replies
    • 1.3k views

  26. Terminating 401(k); Starting SIMPLE

    By MjInvestments,
    • 8 replies
    • 2.9k views

  27. Sch C SEP for 401(k) participant

    By M Norton,   
    • 3 replies
    • 747 views

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

    By RatherBeGolfing,
    • 9 replies
    • 3k views

  29. Is a SEP IRA Included?

    By BT,
    • 3 replies
    • 748 views
    • BT
    • BT

  30. SEP sponsored by ineligible employer

    By mariemonroe,
    • 12 replies
    • 1.4k views

  31. SIMPLE IRA sponsor sells practice

    By M Norton,   
    • 8 replies
    • 1.6k views

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

    By AKconsult,
    • 3 replies
    • 846 views

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

    By AlbanyConsultant,
    • 1 reply
    • 681 views

  34. SEP Eligibility Dumb Question #2

    By bzorc,
    • 2 replies
    • 722 views

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

    By Pammie57,
    • 3 replies
    • 750 views

  36. SIMPLE IRA Match Question

    By coleboy,
    • 1 reply
    • 666 views

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

    By Meem,   
    • 2 replies
    • 1.1k views

  38. Re-Characterization as Catch up

    By coleboy,
    • 2 replies
    • 571 views

  39. SEP IRA deductions for non-calendar year question

    By Justin,   
    • 2 replies
    • 1.3k views

  40. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S.,
    • 7 replies
    • 1.7k views

  41. SEP Eligibility - Dumb Question

    By bzorc,
    • 4 replies
    • 1.1k views

  42. SIMPLE contribution not really "receivable"?

    By pmacduff,
    • 1 reply
    • 584 views

  43. Nonresponsive participant

    By austin3515,
    • 3 replies
    • 1k views

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

    By coleboy,
    • 7 replies
    • 4.5k views

  45. Controlled group and SImple IRA

    By Tom,
    • 4 replies
    • 5.6k views

  46. Acquired Company with SIMPLE IRA

    By 52626,
    • 0 replies
    • 822 views

  47. SIMPLE IRA deposit error

    By lisabroc,
    • 1 reply
    • 776 views

  48. One Spouse is self employed and has SEP

    By Scuba 401,
    • 1 reply
    • 766 views

  49. Can acquired employer with SIMPLE IRA continue to maintain the plan after acquisition?

    By calexbraska,
    • 5 replies
    • 3.1k views

  50. Can employer not provide SIMPLE match for one former employee?

    By Francis,
    • 2 replies
    • 747 views
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