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SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

  1. Amending SEP or SIMPLE Plans

    By rfahey,
    • 1 reply
    • 2.3k views

  2. Amending SIMPLE IRA eligibility

    By Guest kdm,
    • 3 replies
    • 2.4k views

  3. Amendments and notices

    By Guest jaturner,
    • 2 replies
    • 1.9k views

  4. annual fees

    By Felicia,
    • 6 replies
    • 1.9k views

  5. Annual Reporting Requirements?

    By Guest Boilerburm,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  6. Annuity in SEP

    By KateSmithPA,
    • 2 replies
    • 1.2k views

  7. Answer Books by Panel Publishers

    By Gary Lesser,
    • 0 replies
    • 1.5k views

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

    By chris,
    • 1 reply
    • 1.6k views

  9. any loopholes to the "SIMPLE plan is the only plan" rule?

    By MR,
    • 4 replies
    • 1.5k views

  10. Anyone know of the code section and official literature regarding the penalty for having both a model SEP and another retirement plan?

    By Guest Enda80,
    • 3 replies
    • 1.4k views

  11. Anything prohibiting a sole proprietor from continuing his SEP while adding a DB/412(i)?

    By Lori H,
    • 1 reply
    • 1.5k views

  12. Application of Grace Period for SIMPLE

    By ERISA11,
    • 4 replies
    • 881 views

  13. Are catch-ups an "elective deferral described in section 402(g)(3)"?

    By Gary Lesser,
    • 0 replies
    • 1.6k views

  14. Are catch-ups in SIMPLEs matched

    By Santo Gold,
    • 6 replies
    • 1.2k views

  15. Are IRAs ERISA plans?

    By Felicia,
    • 1 reply
    • 2.2k views

  16. Are new contributions to a SEP set up by a previous employer allowed?

    By Guest BillP,
    • 3 replies
    • 2.7k views

  17. Are SARSEP excess contributions calculated the same as 401(k)?

    By Lori H,
    • 1 reply
    • 1k views

  18. Are SEP contributions required on compensation received under a salary continuation arrangement?

    By katieinny,
    • 0 replies
    • 814 views

  19. Are Simple 401(k) Plans subject to 410(b)?

    By Guest Joe Vasko,
    • 5 replies
    • 2.4k views

  20. Are the instructions and the 5304 form required to be given to the EXI

    By Guest TJG,
    • 2 replies
    • 1.4k views

  21. Are there any institutions that will accept part of a company's simple

    By Guest jasper,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  22. Assigning the right of inherited IRA assets- what are the effects?

    By Guest Shelton,
    • 1 reply
    • 1.7k views

  23. At What Point is SARSEP 50% Participation Level Measured?

    By Christine Roberts,
    • 1 reply
    • 1.6k views

  24. Basis in Traditional/SIMPLE IRAs?

    By Guest Bubby,
    • 9 replies
    • 3.1k views

  25. Beneficiary options under SIMPLE IRA

    By Felicia,
    • 1 reply
    • 1.9k views

  26. Both SIMPLE & qual plan as a result of company merger

    By Santo Gold,
    • 1 reply
    • 2.2k views

  27. Business entity change and a SEP

    By Santo Gold,
    • 1 reply
    • 1.1k views

  28. Can a SAR SEP be invested at multiple institutions?

    By Guest Bergybass,
    • 2 replies
    • 1.4k views

  29. Can a 75 year old self employed individual set up a SIMPLE IRA?

    By katieinny,
    • 2 replies
    • 1.7k views

  30. Can a participant voluntarily opt out of SIMPLE plan?

    By Guest ssargent,
    • 2 replies
    • 3.5k views

  31. Can a S Corporation Establish a SEP?

    By Guest mbernier,
    • 2 replies
    • 2.4k views

  32. can a SEP exclude certain employees and when should benefits begin for new employees?

    By Lori H,
    • 9 replies
    • 5.3k views

  33. Can a SEP operate on a fiscal year?

    By M Norton,
    • 2 replies
    • 1.1k views

  34. Can a small business have 2 SEP Ira accounts?

    By Guest confusedbusiness,
    • 3 replies
    • 5.2k views
    • Guest
    • Guest

  35. Can a small business owner offer both a SIMPLE IRA and a SEP IRA?

    By Gudgergirl,
    • 3 replies
    • 2.2k views

  36. Can a sole prop w/SEP/IRA also contribute to a Traditional IRA?

    By Guest Taxlady1040,
    • 1 reply
    • 988 views

  37. Can a sole proprietor (no employees) make his employee elective contri

    By Guest Kathleen Fouquet,
    • 1 reply
    • 1.8k views

  38. Can a sole propritor with 2 separate schedule C businesses have a SEP

    By Guest Chris Compton,
    • 4 replies
    • 9.2k views

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

    By calexbraska,
    • 5 replies
    • 3.1k views

  40. Can an employer make a catchup contribution to a SEP?

    By Guest BeanCounter,
    • 1 reply
    • 1.4k views

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

    By Guest Taxlady1040,   
    • 1 reply
    • 1.9k views

  42. Can an executor of a dead farmer's estate make a SEP contribution on the final return in the year of the farmer's death?

    By Guest Robert Lees,
    • 3 replies
    • 2.5k views

  43. Can an individual partner sponsor a SEP?

    By chris,
    • 1 reply
    • 1.5k views

  44. Can an owner immediately start a SIMPLE plan after terminating a profi

    By John A,
    • 7 replies
    • 1.8k views

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

    By Francis,
    • 2 replies
    • 748 views

  46. Can existing grandfathered SARSEP Plan be moved to a new custodian?

    By Guest Andy C,
    • 3 replies
    • 3k views

  47. Can I contribute to both a Simple and Roth IRA plan?

    By Guest Strath,
    • 3 replies
    • 2.1k views

  48. Can I contribute to both Simple and Roth IRA's?

    By Guest CCDB,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  49. Can I have a plan if I have SIMPLE?

    By Jakyasar,
    • 6 replies
    • 1.4k views

  50. Can I have both a SIMPLE and SEP IRA and, depending on my income for a

    By Guest Jolanda,
    • 1 reply
    • 2k views
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