SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Due Date of Self Employed SIMPLE IRA Ee Contributions

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

2. 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

3. SIMPLE IRA 401(k) Controlled Group

   By R. Butler, May 12, 2016
   • 2 replies
   • 1.5k views
   • 
   • Scuba 401
   • January 11, 2021

4. "Terminated" SEP and top heavy aggregation

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

5. Employer late with payments to SEP and simple IRA

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

6. SEP funding and filing tax return

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

7. integrated sarsep

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

8. SEP with 401(k) in same year

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

9. SIMPLE IRA

   By martha, February 23, 2016   

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

10. SEP Noncompliance corrections

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

11. Termination of SIMPLE IRA after acquistion

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

12. Interpretation of the Model Salary Reduction Agreement

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

13. Terminating Simple Plan and Contribution Timing

    By mjf624, January 12, 2016
    • 3 replies
    • 1k views
    • 
    • mjf624
    • January 13, 2016

14. SEP IRA and ownership

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

15. Salary deferrals for SAR SEP Plan

    By rfahey, December 7, 2015   

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

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

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

17. Switching Simple IRA Companies

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

18. SEPs, LLCs, and controlled groups

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

19. 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

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

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

21. Does mistake on one SEP account disqualify others?

    By panther, October 6, 2015   

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

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

    By Wiscoman, October 1, 2015
    • 7 replies
    • 1.5k views
    • 
    • spiritrider
    • October 3, 2015

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

    By Jim Chad, October 1, 2015
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 5, 2015

24. Contributing to Multiple SEP-IRA Accounts

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

25. 0% Money Purchase For Rollovers

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

26. SEP Plan Amendments

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

27. Simple Plan over 100 employees

    By MaryM, August 26, 2015
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • August 27, 2015

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

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

29. SEP contribution after death of sole proprietor?

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

30. 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

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

    By Belgarath, July 21, 2015
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • January 23, 2016

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

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

33. Excess Contributions to a SARSEP

    By Colpash, June 25, 2015   

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

34. 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

35. SEP Contributions in Error

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

36. SEP & 401(k) same company

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

37. SEP & traditional IRA

    By ssiesser, April 9, 2015   

    • contribute to both?
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • April 9, 2015

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

    By Belgarath, March 12, 2015
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • March 12, 2015

39. SIMPLE IRA limits for self employed

    By steve-o, February 24, 2015
    • 0 replies
    • 1.2k views
    • 
    • steve-o
    • February 24, 2015

40. SARSEP restatement

    By B21, February 24, 2015
    • 0 replies
    • 1.1k views
    • 
    • B21
    • February 24, 2015

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

    By Lori H, February 9, 2015
    • 1 reply
    • 1.2k views
    • 
    • Flyboyjohn
    • February 9, 2015

42. 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

43. Employee will not fill out IRA application

    By austin3515, December 24, 2014
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • December 26, 2014

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

    By Guest soccermom, December 16, 2014
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 16, 2014

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

    By Guest DaveHead, December 15, 2014   

    • SEP
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • December 16, 2014

46. One Plan Rule

    By Guest CWM, December 12, 2014
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 12, 2014

47. Simple IRA and Safe Harbor 401(k)

    By mlp0816, December 4, 2014
    • 7 replies
    • 3.5k views
    • 
    • Bird
    • December 6, 2014

48. Does DOL have jurisdiction over SIMPLE IRAs?

    By Flyboyjohn, November 21, 2014
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • November 21, 2014

49. SEP IRA Excess Contributions

    By Guest bill280, November 21, 2014   

    • SEP IRA
    • Tax Problems
    • 9 replies
    • 3k views
    • 
    • Bird
    • December 2, 2014

50. SIMPLE IRA - more than 2% NEC?

    By Spencer, November 6, 2014
    • 3 replies
    • 1.1k views
    • 
    • Spencer
    • November 6, 2014