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SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

  1. SEP contribution and 401k match

    By WCC,
    • 4 replies
    • 1.2k views

  2. SIMPLE and controlled group

    By Santo Gold,
    • 2 replies
    • 1k views

  3. Top heavy SEP contribution eligibility requirements

    By RTINSKY,   
    • 7 replies
    • 1.7k views

  4. Retrospective deferrals?

    By M Norton,
    • 2 replies
    • 942 views

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

    By Francis,
    • 1 reply
    • 1.4k views

  6. Using Model 5305 SEP

    By Fisher,   
    • 3 replies
    • 2.3k views

  7. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

    By CharlesLeggette,
    • 4 replies
    • 1.4k views

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

    By bluesi2004,   
    • 4 replies
    • 3k views

  9. former SEP participant rehired

    By M Norton,   
    • 2 replies
    • 1k views

  10. SIMPLE IRA - Initial 60 Day Notice

    By ERISA13,
    • 1 reply
    • 1.5k views

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

    By rpolich,   
    • 4 replies
    • 1.5k views

  12. Individual SEP IRA's for for LLC Partners

    By Guest smiceli,
    • 4 replies
    • 14.3k views

  13. When does Employee become a Participant?

    By Jim Chad,
    • 1 reply
    • 833 views

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

    By Jim Chad,
    • 5 replies
    • 1.2k views

  15. Due Date of Self Employed SIMPLE IRA Ee Contributions

    By austin3515,
    • 5 replies
    • 1.5k views

  16. "Terminated" SEP and top heavy aggregation

    By Belgarath,
    • 1 reply
    • 1.3k views

  17. Employer late with payments to SEP and simple IRA

    By ghost31,
    • 1 reply
    • 1.3k views

  18. SEP Noncompliance corrections

    By B21,
    • 1 reply
    • 1.1k views

  19. SEP with 401(k) in same year

    By Belgarath,
    • 3 replies
    • 1.6k views

  20. SEP IRA and ownership

    By MaryM,
    • 3 replies
    • 1.2k views

  21. SEP funding and filing tax return

    By ombskid,
    • 4 replies
    • 1.2k views

  22. integrated sarsep

    By Beemer,
    • 6 replies
    • 1.2k views

  23. SIMPLE IRA

    By martha,   
    • 0 replies
    • 742 views

  24. SIMPLE Over-Contribution by Employer

    By Guest Noidy,
    • 6 replies
    • 2.8k views

  25. SEP Plan Amendments

    By amadeus229,
    • 3 replies
    • 1.4k views

  26. Termination of SIMPLE IRA after acquistion

    By WCC,
    • 0 replies
    • 884 views
    • WCC
    • WCC

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

    By Belgarath,
    • 3 replies
    • 2.2k views

  28. Interpretation of the Model Salary Reduction Agreement

    By Belgarath,
    • 2 replies
    • 1.4k views

  29. Terminating Simple Plan and Contribution Timing

    By mjf624,
    • 3 replies
    • 1.1k views

  30. Excess Contributions to a SARSEP

    By Colpash,   
    • 2 replies
    • 1.4k views

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

    By Spencer,
    • 1 reply
    • 1k views

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

    By Guest J Samuelson,
    • 4 replies
    • 3.7k views

  33. Midyear conversion from SIMPLE Plan to Defined Benefit

    By Guest gspaniol,
    • 6 replies
    • 3k views

  34. Salary deferrals for SAR SEP Plan

    By rfahey,   
    • 1 reply
    • 1k views

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

    By matthny,
    • 3 replies
    • 1.1k views

  36. Switching Simple IRA Companies

    By preauto,
    • 2 replies
    • 3k views

  37. SEPs, LLCs, and controlled groups

    By cassiefelder,
    • 1 reply
    • 1k views

  38. SIMPLE IRA and 457(b)

    By John Feldt ERPA CPC QPA,   
    • 1 reply
    • 1.2k views

  39. Does mistake on one SEP account disqualify others?

    By panther,   
    • 2 replies
    • 1k views

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

    By Jim Chad,
    • 1 reply
    • 1.3k views

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

    By Wiscoman,
    • 7 replies
    • 2.6k views

  42. Contributing to Multiple SEP-IRA Accounts

    By cobbsfriedman,
    • 3 replies
    • 2.1k views

  43. 0% Money Purchase For Rollovers

    By austin3515,
    • 8 replies
    • 1.3k views

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

    By LIBERTYKID,
    • 11 replies
    • 6.1k views

  45. Simple Plan over 100 employees

    By MaryM,
    • 1 reply
    • 1.6k views

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

    By jjfacejj,
    • 2 replies
    • 1.1k views

  47. SIMPLE and Profit Sharing in same year

    By MGOAdmin,   
    • 3 replies
    • 2k views

  48. SEP contribution after death of sole proprietor?

    By Craig Garner,
    • 1 reply
    • 2.7k views

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

    By pmacduff,
    • 14 replies
    • 2.5k views

  50. SEP eligibility requirement

    By Zorro1k,   
    • 3 replies
    • 1.9k views
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