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SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

  1. Counting 100 employees for a SIMPlE plan

    By Tom,
    • 1 reply
    • 970 views

  2. SARSEP Continuation

    By Guest wjr,
    • 1 reply
    • 970 views

  3. QP-SEP ILLUSTRATOR UPDATE

    By Gary Lesser,
    • 0 replies
    • 969 views

  4. SEPS and Married Filing Joint

    By Guest KFLETT,
    • 1 reply
    • 968 views

  5. 410(b) Coverage Transition Period and SIMPLE IRA

    By JustMe,
    • 0 replies
    • 967 views

  6. SIMPLE and controlled group

    By Santo Gold,
    • 2 replies
    • 966 views

  7. Does mistake on one SEP account disqualify others?

    By panther,   
    • 2 replies
    • 964 views

  8. former SEP participant rehired

    By M Norton,   
    • 2 replies
    • 963 views

  9. SIMPLE IRA: employer contributions

    By Felicia,
    • 1 reply
    • 962 views

  10. Terminating Simple IRA mid-year with SH 401k 'established and maintained"

    By BentoBox,
    • 0 replies
    • 959 views

  11. SEP Investments

    By Lori H,
    • 1 reply
    • 956 views

  12. SIMPLE IRA - over and under matching contributions

    By rblum50,
    • 1 reply
    • 943 views

  13. SIMPLE IRA excess ER contribution

    By M Norton,
    • 2 replies
    • 943 views

  14. SIMPLE IRAs/401(k)s

    By Guest sherryc,
    • 0 replies
    • 940 views
    • Guest
    • Guest

  15. SIMPLE-IRA

    By rblum50,
    • 1 reply
    • 937 views

  16. SIMPLE to SH 401k - back to SIMPLE?

    By Spencer,
    • 1 reply
    • 927 views

  17. Application of Grace Period for SIMPLE

    By ERISA11,
    • 4 replies
    • 927 views

  18. Election Period

    By Doogan,
    • 4 replies
    • 924 views

  19. SIMPLE with Various financial institutions

    By rfahey,
    • 1 reply
    • 924 views

  20. SEP Contribution for 2019. When does SEP need to be established.

    By Ken_BenefitScape,   
    • 2 replies
    • 920 views

  21. Forgot to take tax deduction for SEP contribution

    By arthurkagan,
    • 2 replies
    • 905 views

  22. Self-employed earnings for SEP

    By B21,
    • 2 replies
    • 898 views

  23. How to correct SEP over contribution after it has closed?

    By matth100,
    • 2 replies
    • 894 views

  24. SIMPLE and 401(k) Plans in stock sale

    By pmacduff,
    • 4 replies
    • 894 views

  25. EP Phone Forum on September 27

    By Gary Lesser,
    • 0 replies
    • 889 views

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

    By AKconsult,
    • 3 replies
    • 887 views

  27. Retrospective deferrals?

    By M Norton,
    • 2 replies
    • 885 views

  28. SIMPLE Plan for sole proprietor who has passed away

    By Jennifer,
    • 1 reply
    • 878 views

  29. Inadvertent Elective Deferrals to SEP

    By In House Counsel,
    • 2 replies
    • 871 views

  30. Correction of Ineligible Employer for SIMPLE

    By 401 Chaos,
    • 0 replies
    • 862 views

  31. Existing DB plan - adding SEP and deduction

    By Jakyasar,
    • 2 replies
    • 859 views

  32. 2 companies - Simple IRA Offering?

    By Doogan,
    • 3 replies
    • 853 views

  33. Acquired Company with SIMPLE IRA

    By 52626,
    • 0 replies
    • 850 views

  34. Exclude HCE from SEP (related company)

    By 401(k)athryn,
    • 1 reply
    • 847 views

  35. Contract Labor and Employee with Simple plan

    By MaryM,
    • 4 replies
    • 841 views

  36. Termination of SIMPLE IRA after acquistion

    By WCC,
    • 0 replies
    • 836 views
    • WCC
    • WCC

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

    By katieinny,
    • 0 replies
    • 831 views

  38. SIMPLE IRA and SIMPLE 401k Catchup Limits

    By Renier,   
    • 3 replies
    • 830 views

  39. SIMPLE DFI Wont accept late deposit

    By shERPA,
    • 5 replies
    • 823 views

  40. Adopted 2020 DB plan retroactive, after already contributed to SEP at broker

    By Old Reliable,
    • 2 replies
    • 822 views

  41. Open enrollment

    By Doogan,
    • 2 replies
    • 809 views

  42. SIMPLE IRA deposit error

    By lisabroc,
    • 1 reply
    • 805 views

  43. One Spouse is self employed and has SEP

    By Scuba 401,
    • 1 reply
    • 801 views

  44. SEP Transition to Simple with Funding

    By NeedhelpREsep,
    • 2 replies
    • 793 views

  45. Is a SEP IRA Included?

    By BT,
    • 3 replies
    • 791 views
    • BT
    • BT

  46. SIMPLE IRA - VCP Correction & New 401(k)

    By EBECatty,
    • 2 replies
    • 790 views

  47. Simple 401(k) Plan converted to Regular 401(k) Plan - 2 year penalty exception

    By TPA Bob,   
    • 1 reply
    • 789 views

  48. When does Employee become a Participant?

    By Jim Chad,
    • 1 reply
    • 786 views

  49. Excess Employer Sep contributions

    By Raine,
    • 1 reply
    • 785 views

  50. Sch C SEP for 401(k) participant

    By M Norton,   
    • 3 replies
    • 781 views
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