SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

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

   By Pammie57, August 20, 2018
   • 3 replies
   • 791 views
   • 
   • PensionPro
   • August 21, 2018

2. SIMPLE IRA Match Question

   By coleboy, August 16, 2018
   • 1 reply
   • 751 views
   • 
   • Belgarath
   • August 16, 2018

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

   By Meem, August 10, 2018   

   • simple plan
   • erisa no match or plan set up
   • 2 replies
   • 1.2k views
   • 
   • Larry Starr
   • August 13, 2018

4. Re-Characterization as Catch up

   By coleboy, August 8, 2018
   • 2 replies
   • 614 views
   • 
   • coleboy
   • August 8, 2018

5. SEP Eligibility - Dumb Question

   By bzorc, June 27, 2018
   • 4 replies
   • 1.2k views
   • 
   • Bird
   • June 28, 2018

6. SIMPLE contribution not really "receivable"?

   By pmacduff, June 25, 2018
   • 1 reply
   • 635 views
   • 
   • Larry Starr
   • June 26, 2018

7. Nonresponsive participant

   By austin3515, June 11, 2018
   • 3 replies
   • 1.1k views
   • 
   • Larry Starr
   • June 11, 2018

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

   By coleboy, May 16, 2018
   • 7 replies
   • 4.8k views
   • 
   • coleboy
   • May 24, 2018

9. Controlled group and SImple IRA

   By Tom, May 9, 2018
   • 4 replies
   • 6.2k views
   • 
   • Larry Starr
   • May 11, 2018

10. Acquired Company with SIMPLE IRA

    By 52626, April 19, 2018
    • 0 replies
    • 879 views
    • 
    • 52626
    • April 19, 2018

11. SIMPLE IRA deposit error

    By lisabroc, April 17, 2018
    • 1 reply
    • 823 views
    • 
    • Larry Starr
    • April 17, 2018

12. One Spouse is self employed and has SEP

    By Scuba 401, April 10, 2018
    • 1 reply
    • 827 views
    • 
    • spiritrider
    • April 11, 2018

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

    By calexbraska, March 20, 2018
    • 5 replies
    • 3.3k views
    • 
    • Luke Bailey
    • March 22, 2018

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

    By Francis, March 7, 2018
    • 2 replies
    • 798 views
    • 
    • Bob the Swimmer
    • March 19, 2018
15. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    Topic was merged with Question: SIMPLE and Profit Sharing, off-calendar fiscal year

16. SIMPLE IRA for an LLC owner

    By Guest Elfman, July 6, 2005
    • 13 replies
    • 11.1k views
    • 
    • Flyboyjohn
    • February 15, 2018

17. Simple IRA Late Employee Contribution

    By Kally, February 1, 2018
    • 4 replies
    • 3.6k views
    • 
    • spiritrider
    • February 5, 2018

18. Contract Labor and Employee with Simple plan

    By MaryM, January 30, 2018
    • 4 replies
    • 865 views
    • 
    • Luke Bailey
    • February 1, 2018

19. Top heavy contribution to SARSEP required if catch-up only

    By Bird, December 15, 2017
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • December 19, 2017

20. Amend SEP to Allow 401K for 2017

    By annola, December 17, 2017
    • 1 reply
    • 641 views
    • 
    • Luke Bailey
    • December 19, 2017

21. new sep

    By sheadan@aol.com, October 4, 2017
    • 1 reply
    • 551 views
    • 
    • Gary Lesser
    • December 17, 2017

22. Timing of terminating 401(k), setting up SIMPLE IRA plan

    By Beltane, December 6, 2017
    • 1 reply
    • 2.3k views
    • 
    • Bird
    • December 7, 2017

23. SEP - Switching Custodians

    By MjInvestments, November 14, 2017
    • 2 replies
    • 2.2k views
    • 
    • spiritrider
    • November 15, 2017

24. Disaster Relief SEP deadline

    By WhoLetTheDogsOut, November 9, 2017
    • 1 reply
    • 697 views
    • 
    • Mike Preston
    • November 12, 2017

25. Handling a SIMPLE IRA plan when sponsor is acquired

    By Scuba 401, October 6, 2017
    • 3 replies
    • 1.3k views
    • 
    • Scuba 401
    • October 9, 2017

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

    By matth100, September 29, 2017
    • 2 replies
    • 923 views
    • 
    • matth100
    • October 2, 2017

27. Company w/ Simple IRA acquires Company w/ 401k plan

    By epsharon, August 25, 2017
    • 5 replies
    • 2.2k views
    • 
    • Larry Starr
    • August 30, 2017

28. SEP Coverage Failure Consequences

    By jukeboy56, August 11, 2017
    • 3 replies
    • 2k views
    • 
    • Linda Wilkins
    • August 16, 2017

29. old SIMPLE / New 401k

    By Santo Gold, August 8, 2017
    • 3 replies
    • 641 views
    • 
    • Santo Gold
    • August 9, 2017

30. SEP and DC/DB plan from Husband's company

    By Cynchbeast, June 2, 2017
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • June 7, 2017

31. SEP Contributions Schedule C Business

    By lktp57, May 25, 2017
    • 2 replies
    • 1.2k views
    • 
    • K2
    • May 25, 2017

32. Less restrictive guidance on a SEP IRA

    By senorsassy, May 10, 2017   

    • sep ira
    • less restrictive sep ira
    • (and 1 more)

      Tagged with:

      • sep ira
      • less restrictive sep ira
      • 408k restriction
    • 9 replies
    • 1.7k views
    • 
    • spiritrider
    • May 13, 2017

33. Exclude HCE from SEP (related company)

    By 401(k)athryn, May 3, 2017
    • 1 reply
    • 861 views
    • 
    • ETA Consulting LLC
    • May 3, 2017

34. New tax laws that affects SIMPLE IRA?

    By Lori H, April 25, 2017
    • 2 replies
    • 789 views
    • 
    • Flyboyjohn
    • April 26, 2017

35. Unreimbursed Partner Expense impact on Partnership SEP Contributions

    By John, April 1, 2017   

    • sep
    • upe
    • (and 1 more)

      Tagged with:

      • sep
      • upe
      • partnership
    • 3 replies
    • 2.6k views
    • 
    • John
    • April 5, 2017

36. Establishing a SIMPLE

    By Responsible4Employees, April 3, 2017   

    • simple
    • ira
    • (and 2 more)

      Tagged with:

      • simple
      • ira
      • establish
      • notification period
    • 1 reply
    • 690 views
    • 
    • Flyboyjohn
    • April 3, 2017

37. Excess Employer Sep contributions

    By Raine, April 1, 2017
    • 1 reply
    • 817 views
    • 
    • Mike Preston
    • April 1, 2017

38. Egregious SIMPLE IRA violations by employer

    By Ferroplasm, January 13, 2017
    • 4 replies
    • 11k views
    • 
    • Kevin C
    • March 22, 2017

39. Contribution Deduction for SEP

    By Dougsbpc, February 20, 2017
    • 1 reply
    • 566 views
    • 
    • Bird
    • February 21, 2017

40. S corp shareholder simple deferrals not deposited

    By cpa2000, January 23, 2017
    • 6 replies
    • 1.5k views
    • 
    • cpa2000
    • February 13, 2017

41. SIMPLE IRA Force-Out Distribution

    By HafnerN1, February 9, 2017   

    • simple
    • ira
    • 2 replies
    • 1.4k views
    • 
    • HafnerN1
    • February 10, 2017

42. SIMPLE IRA & VCP Submission

    By SadieJane, February 6, 2017
    • 3 replies
    • 990 views
    • 
    • Gary Lesser
    • February 10, 2017

43. Acquisition

    By austin3515, November 30, 2016
    • 1 reply
    • 990 views
    • 
    • Gary Lesser
    • February 4, 2017

44. Comp Reduced by 125

    By austin3515, January 20, 2017
    • 3 replies
    • 755 views
    • 
    • Belgarath
    • January 23, 2017

45. SEP and 401k in same year (husband & wife)

    By MGOAdmin, January 12, 2017   

    • sep
    • 401k
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 19, 2017

46. SIMPLE and 401(k) in a controlled group

    By MarZDoates, August 13, 2013
    • 7 replies
    • 5.3k views
    • 
    • anspai
    • December 14, 2016

47. SIMPLE 401k and regular 401k in same year

    By MGOAdmin, October 19, 2016   

    • SIMPLE 401k
    • Multiple Plans
    • 3 replies
    • 1.9k views
    • 
    • shERPA
    • November 23, 2016

48. Establishing a new plan

    By austin3515, October 22, 2016
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • November 21, 2016

49. Prototype SIMPLE IRA's

    By Belgarath, November 7, 2016
    • 1 reply
    • 785 views
    • 
    • ETA Consulting LLC
    • November 7, 2016

50. Midyear amendment to SEP eligible?

    By AlbanyConsultant, October 25, 2016
    • 1 reply
    • 737 views
    • 
    • Belgarath
    • October 25, 2016