SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

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

2. SEP and 401k in same year

   By AKconsult, February 12, 2018
   • 11 replies
   • 9.4k views
   • 
   • Bill Presson
   • March 16, 2020

3. Engineering SARSEP Plan

   By ERISA-Bubs, February 1, 2018
   • 8 replies
   • 1.9k views
   • 
   • QDROphile
   • February 11, 2021

4. Simple IRA Late Employee Contribution

   By Kally, February 1, 2018
   • 4 replies
   • 3.4k views
   • 
   • spiritrider
   • February 5, 2018

5. Contract Labor and Employee with Simple plan

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

6. Amend SEP to Allow 401K for 2017

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

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

   By Bird, December 15, 2017
   • 5 replies
   • 1.3k views
   • 
   • Bird
   • December 19, 2017

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

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

9. SEP - Switching Custodians

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

10. Disaster Relief SEP deadline

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

11. Handling a SIMPLE IRA plan when sponsor is acquired

    By Scuba 401, October 6, 2017
    • 3 replies
    • 1.2k views
    • 
    • Scuba 401
    • October 9, 2017

12. new sep

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

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

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

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

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

15. SEP Coverage Failure Consequences

    By jukeboy56, August 11, 2017
    • 3 replies
    • 1.9k views
    • 
    • Linda Wilkins
    • August 16, 2017

16. old SIMPLE / New 401k

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

17. Rehired employee

    By Jeff, July 13, 2017   

    • simple ira plan
    • 4 replies
    • 2.3k views
    • 
    • Gary Lesser
    • February 13, 2022

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

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

19. SEP Contributions Schedule C Business

    By lktp57, May 25, 2017
    • 2 replies
    • 1.1k views
    • 
    • K2
    • May 25, 2017

20. 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
    • 1.6k views
    • 
    • spiritrider
    • May 13, 2017

21. Exclude HCE from SEP (related company)

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

22. New tax laws that affects SIMPLE IRA?

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

23. Establishing a SIMPLE

    By Responsible4Employees, April 3, 2017   

    • simple
    • ira
    • (and 2 more)

      Tagged with:

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

24. Excess Employer Sep contributions

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

25. 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
    • 2.4k views
    • 
    • John
    • April 5, 2017

26. Contribution Deduction for SEP

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

27. SIMPLE IRA Force-Out Distribution

    By HafnerN1, February 9, 2017   

    • simple
    • ira
    • 2 replies
    • 1.3k views
    • 
    • HafnerN1
    • February 10, 2017

28. SIMPLE IRA & VCP Submission

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

29. S corp shareholder simple deferrals not deposited

    By cpa2000, January 23, 2017
    • 6 replies
    • 1.4k views
    • 
    • cpa2000
    • February 13, 2017

30. Comp Reduced by 125

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

31. Egregious SIMPLE IRA violations by employer

    By Ferroplasm, January 13, 2017
    • 4 replies
    • 10.4k views
    • 
    • Kevin C
    • March 22, 2017

32. 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

33. Acquisition

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

34. Prototype SIMPLE IRA's

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

35. Midyear amendment to SEP eligible?

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

36. Establishing a new plan

    By austin3515, October 22, 2016
    • 2 replies
    • 1k views
    • 
    • austin3515
    • November 21, 2016

37. Correct SEP Compensation for S-Corp Owner

    By Jed Macy, October 21, 2016   

    • S-Corp SEP Comp Health Ins
    • 2 replies
    • 16.7k views
    • 
    • ERICH LAW, PLLC
    • September 22, 2018

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

    By MGOAdmin, October 19, 2016   

    • SIMPLE 401k
    • Multiple Plans
    • 3 replies
    • 1.8k views
    • 
    • shERPA
    • November 23, 2016

39. SEP contribution and 401k match

    By WCC, September 29, 2016
    • 4 replies
    • 1k views
    • 
    • K2retire
    • October 3, 2016

40. SIMPLE and controlled group

    By Santo Gold, September 27, 2016
    • 2 replies
    • 933 views
    • 
    • John Feldt ERPA CPC QPA
    • September 29, 2016

41. Top heavy SEP contribution eligibility requirements

    By RTINSKY, September 27, 2016   

    • SEP
    • top heavy
    • (and 1 more)

      Tagged with:

      • SEP
      • top heavy
      • eligibility
    • 7 replies
    • 1.6k views
    • 
    • RTINSKY
    • September 27, 2016

42. Retrospective deferrals?

    By M Norton, September 21, 2016
    • 2 replies
    • 867 views
    • 
    • Bill Presson
    • September 22, 2016

43. Contributions by owner to SEP-IRA or SIMPLE-IRA after 70 1/2

    By Francis, September 10, 2016
    • 1 reply
    • 1.3k views
    • 
    • Flyboyjohn
    • September 12, 2016

44. Mid Year Amendments - Simple IRA (different take on an old topic)

    By bluesi2004, July 13, 2016   

    • simple
    • ira
    • (and 3 more)

      Tagged with:

      • simple
      • ira
      • amendment
      • mid-year
      • mid year
    • 4 replies
    • 2.8k views
    • 
    • bluesi2004
    • July 13, 2016

45. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

    By CharlesLeggette, July 12, 2016
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • July 13, 2016

46. former SEP participant rehired

    By M Norton, July 6, 2016   

    • SEP eligibility
    • rehired SEP participant
    • 2 replies
    • 949 views
    • 
    • M Norton
    • July 6, 2016

47. SIMPLE IRA - Initial 60 Day Notice

    By ERISA13, June 29, 2016
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 29, 2016

48. Moving funds from a traditional IRA to a SIMPLE IRA due to bank error

    By rpolich, June 2, 2016   

    • IRA
    • SIMPLE
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • June 3, 2016

49. When does Employee become a Participant?

    By Jim Chad, May 23, 2016
    • 1 reply
    • 774 views
    • 
    • Bird
    • May 23, 2016

50. Deposits to wrong SEP

    By bzorc, May 23, 2016
    • 6 replies
    • 1.8k views
    • 
    • Sabrina1
    • October 29, 2024