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SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

  1. former SEP participant rehired

    By M Norton,   
    • 2 replies
    • 962 views

  2. SIMPLE IRA - Initial 60 Day Notice

    By ERISA13,
    • 1 reply
    • 1.4k views

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

    By rpolich,   
    • 4 replies
    • 1.3k views

  4. When does Employee become a Participant?

    By Jim Chad,
    • 1 reply
    • 786 views

  5. Deposits to wrong SEP

    By bzorc,
    • 6 replies
    • 1.9k views

  6. Due Date of Self Employed SIMPLE IRA Ee Contributions

    By austin3515,
    • 5 replies
    • 1.5k views

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

    By Jim Chad,
    • 5 replies
    • 1.1k views

  8. SIMPLE IRA 401(k) Controlled Group

    By R. Butler,
    • 2 replies
    • 1.5k views

  9. "Terminated" SEP and top heavy aggregation

    By Belgarath,
    • 1 reply
    • 1.2k views

  10. Employer late with payments to SEP and simple IRA

    By ghost31,
    • 1 reply
    • 1.3k views

  11. SEP funding and filing tax return

    By ombskid,
    • 4 replies
    • 1.1k views

  12. integrated sarsep

    By Beemer,
    • 6 replies
    • 1.1k views

  13. SEP with 401(k) in same year

    By Belgarath,
    • 3 replies
    • 1.5k views

  14. SIMPLE IRA

    By martha,   
    • 0 replies
    • 691 views

  15. SEP Noncompliance corrections

    By B21,
    • 1 reply
    • 1.1k views

  16. Termination of SIMPLE IRA after acquistion

    By WCC,
    • 0 replies
    • 835 views
    • WCC
    • WCC

  17. Interpretation of the Model Salary Reduction Agreement

    By Belgarath,
    • 2 replies
    • 1.3k views

  18. Terminating Simple Plan and Contribution Timing

    By mjf624,
    • 3 replies
    • 1.1k views

  19. SEP IRA and ownership

    By MaryM,
    • 3 replies
    • 1.1k views

  20. Salary deferrals for SAR SEP Plan

    By rfahey,   
    • 1 reply
    • 982 views

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

    By matthny,
    • 3 replies
    • 984 views

  22. Switching Simple IRA Companies

    By preauto,
    • 2 replies
    • 2.8k views

  23. SEPs, LLCs, and controlled groups

    By cassiefelder,
    • 1 reply
    • 981 views

  24. SIMPLE IRA and 457(b)

    By John Feldt ERPA CPC QPA,   
    • 1 reply
    • 1.1k views

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

    By Spencer,
    • 1 reply
    • 926 views

  26. Does mistake on one SEP account disqualify others?

    By panther,   
    • 2 replies
    • 964 views

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

    By Wiscoman,
    • 7 replies
    • 1.9k views

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

    By Jim Chad,
    • 1 reply
    • 1.3k views

  29. Contributing to Multiple SEP-IRA Accounts

    By cobbsfriedman,
    • 3 replies
    • 1.9k views

  30. 0% Money Purchase For Rollovers

    By austin3515,
    • 8 replies
    • 1.2k views

  31. SEP Plan Amendments

    By amadeus229,
    • 3 replies
    • 1.4k views

  32. Simple Plan over 100 employees

    By MaryM,
    • 1 reply
    • 1.6k views

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

    By jjfacejj,
    • 2 replies
    • 986 views

  34. SEP contribution after death of sole proprietor?

    By Craig Garner,
    • 1 reply
    • 2.5k views

  35. SIMPLE and Profit Sharing in same year

    By MGOAdmin,   
    • 3 replies
    • 1.9k views

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

    By Belgarath,
    • 3 replies
    • 2.1k views

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

    By pmacduff,
    • 14 replies
    • 2.2k views

  38. Excess Contributions to a SARSEP

    By Colpash,   
    • 2 replies
    • 1.3k views

  39. SEP eligibility requirement

    By Zorro1k,   
    • 3 replies
    • 1.9k views

  40. SEP Contributions in Error

    By Gilligan,
    • 1 reply
    • 1.1k views

  41. SEP & 401(k) same company

    By mathead,
    • 1 reply
    • 1.1k views

  42. SEP & traditional IRA

    By ssiesser,   
    • 1 reply
    • 1.5k views

  43. SIMPLE-IRA correction under Rev Proc 2013-12 - W-2 coding?

    By Belgarath,
    • 1 reply
    • 1.3k views

  44. SIMPLE IRA limits for self employed

    By steve-o,
    • 0 replies
    • 1.3k views

  45. SARSEP restatement

    By B21,
    • 0 replies
    • 1.1k views
    • B21
    • B21

  46. Simple ira terminated to a "newly established" Safe Harbor 401

    By Lori H,
    • 1 reply
    • 1.3k views

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

    By Belgarath,
    • 3 replies
    • 1.7k views

  48. Employee will not fill out IRA application

    By austin3515,
    • 4 replies
    • 1.4k views

  49. Contribution Limits for 403(b) and SEP IRA plans

    By Guest soccermom,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  50. One SEP for owner and another SEP for employees?

    By Guest DaveHead,   
    • 3 replies
    • 1.4k views
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