SEP, SARSEP and SIMPLE Plans

1,532 topics in this forum

1. Retrospective deferrals?

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

2. 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

3. Using Model 5305 SEP

   By Fisher, April 2, 2014   

   • Maintaining a Qualified Plan
   • 3 replies
   • 1.9k views
   • 
   • Gary Lesser
   • August 26, 2016

4. 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

5. 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

6. former SEP participant rehired

   By M Norton, July 6, 2016   

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

7. SIMPLE IRA - Initial 60 Day Notice

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

8. 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

9. Individual SEP IRA's for for LLC Partners

   By Guest smiceli, December 12, 2003
   • 4 replies
   • 13.4k views
   • 
   • panther
   • June 1, 2016

10. When does Employee become a Participant?

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

11. must we use document sponsor for all investments in a Sep?

    By Jim Chad, May 13, 2016
    • 5 replies
    • 1.1k views
    • 
    • jpod
    • May 16, 2016

12. Due Date of Self Employed SIMPLE IRA Ee Contributions

    By austin3515, May 13, 2016
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • May 13, 2016

13. "Terminated" SEP and top heavy aggregation

    By Belgarath, April 28, 2016
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • April 28, 2016

14. Employer late with payments to SEP and simple IRA

    By ghost31, April 21, 2016
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • April 21, 2016

15. SEP Noncompliance corrections

    By B21, February 19, 2016
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • April 19, 2016

16. SEP with 401(k) in same year

    By Belgarath, March 24, 2016
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • April 19, 2016

17. SEP IRA and ownership

    By MaryM, December 10, 2015
    • 3 replies
    • 1.1k views
    • 
    • Jim Chad
    • April 14, 2016

18. SEP funding and filing tax return

    By ombskid, April 12, 2016
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • April 13, 2016

19. integrated sarsep

    By Beemer, March 30, 2016
    • 6 replies
    • 1.1k views
    • 
    • Beemer
    • April 1, 2016

20. SIMPLE IRA

    By martha, February 23, 2016   

    • Employer contributed more tha
    • 0 replies
    • 677 views
    • 
    • martha
    • February 23, 2016

21. SIMPLE Over-Contribution by Employer

    By Guest Noidy, February 4, 2002
    • 6 replies
    • 2.7k views
    • 
    • martha
    • February 23, 2016

22. SEP Plan Amendments

    By amadeus229, September 18, 2015
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • February 15, 2016

23. Termination of SIMPLE IRA after acquistion

    By WCC, February 9, 2016
    • 0 replies
    • 827 views
    • 
    • WCC
    • February 9, 2016

24. SIMPLE - any vendors that handle missing participant IRA's

    By Belgarath, July 21, 2015
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • January 23, 2016

25. Interpretation of the Model Salary Reduction Agreement

    By Belgarath, January 13, 2016
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • January 14, 2016

26. Terminating Simple Plan and Contribution Timing

    By mjf624, January 12, 2016
    • 3 replies
    • 1.1k views
    • 
    • mjf624
    • January 13, 2016

27. Excess Contributions to a SARSEP

    By Colpash, June 25, 2015   

    • SARSEP
    • 2 replies
    • 1.3k views
    • 
    • Colpash
    • January 8, 2016

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

    By Spencer, November 5, 2015
    • 1 reply
    • 915 views
    • 
    • Gary Lesser
    • January 8, 2016

29. Excess deferral to SIMPLE IRA - change W-2?

    By Guest J Samuelson, January 6, 2000
    • 4 replies
    • 3.5k views
    • 
    • Gary Lesser
    • December 30, 2015

30. Midyear conversion from SIMPLE Plan to Defined Benefit

    By Guest gspaniol, July 20, 2000
    • 6 replies
    • 2.8k views
    • 
    • Gary Lesser
    • December 30, 2015

31. Salary deferrals for SAR SEP Plan

    By rfahey, December 7, 2015   

    • Spouse of owner
    • 1 reply
    • 976 views
    • 
    • Lou S.
    • December 7, 2015

32. Non-5305 SEP with Individual 401(k)

    By matthny, December 3, 2015
    • 3 replies
    • 975 views
    • 
    • Lou S.
    • December 4, 2015

33. Switching Simple IRA Companies

    By preauto, November 29, 2015
    • 2 replies
    • 2.8k views
    • 
    • BG5150
    • November 30, 2015

34. SEPs, LLCs, and controlled groups

    By cassiefelder, November 18, 2015
    • 1 reply
    • 974 views
    • 
    • Lou S.
    • November 18, 2015

35. SIMPLE IRA and 457(b)

    By John Feldt ERPA CPC QPA, November 6, 2015   

    • exclusive plan
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 6, 2015

36. Does mistake on one SEP account disqualify others?

    By panther, October 6, 2015   

    • Excess contribution
    • 2 replies
    • 952 views
    • 
    • panther
    • October 7, 2015

37. When was last amendment of a SEP or SARSEP required?

    By Jim Chad, October 1, 2015
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • October 5, 2015

38. When does SEP IRA to 401(k) roll over make sense?

    By Wiscoman, October 1, 2015
    • 7 replies
    • 1.6k views
    • 
    • spiritrider
    • October 3, 2015

39. Contributing to Multiple SEP-IRA Accounts

    By cobbsfriedman, September 30, 2015
    • 3 replies
    • 1.9k views
    • 
    • cobbsfriedman
    • September 30, 2015

40. 0% Money Purchase For Rollovers

    By austin3515, September 23, 2015
    • 8 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2015

41. Must update SEP document for EGTRRA if no further contributions under SEP going to be made?

    By LIBERTYKID, October 1, 2002
    • 11 replies
    • 5.9k views
    • 
    • amadeus229
    • September 18, 2015

42. Simple Plan over 100 employees

    By MaryM, August 26, 2015
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • August 27, 2015

43. Sep ira rollover to ROTH IRA each yr + solo401k employee contributions allowed?

    By jjfacejj, August 14, 2015
    • 2 replies
    • 976 views
    • 
    • Bird
    • August 24, 2015

44. SIMPLE and Profit Sharing in same year

    By MGOAdmin, August 13, 2015   

    • SIMPLE
    • Profit Sharing
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 19, 2015

45. SEP contribution after death of sole proprietor?

    By Craig Garner, August 14, 2015
    • 1 reply
    • 2.5k views
    • 
    • Lou S.
    • August 14, 2015

46. SIMPLE IRA, company dissolved, new company 401k?

    By pmacduff, June 29, 2015
    • 14 replies
    • 2.2k views
    • 
    • austin3515
    • June 30, 2015

47. SEP eligibility requirement

    By Zorro1k, June 25, 2015   

    • SEP
    • Eligibility
    • (and 1 more)

      Tagged with:

      • SEP
      • Eligibility
      • Eligible employee
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • June 26, 2015

48. SEP Contributions in Error

    By Gilligan, June 2, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • June 2, 2015

49. SEP & 401(k) same company

    By mathead, May 14, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • May 14, 2015

50. SIMPLE-IRA contributions made in 2015, 401k to be adopted

    By Belgarath, January 22, 2015
    • 3 replies
    • 1.7k views
    • 
    • Monica Barnard
    • April 30, 2015