SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Compensation for match

   By k man, November 12, 2001
   • 1 reply
   • 1.8k views
   • 
   • R. Butler
   • November 12, 2001

2. Compensation Limit

   By Lori Foresz, August 30, 2004
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • August 30, 2004

3. Compensation prior to effective date

   By Guest wjr, April 10, 2003
   • 2 replies
   • 1k views
   • 
   • Guest
   • April 10, 2003

4. Concerns w/ Financial Advisor Handling SIMPLE IRA

   By EDB, November 6, 2019
   • 5 replies
   • 1.4k views
   • 
   • Bird
   • November 8, 2019

5. Continuing SIMPLE deferrals after maternity leave

   By Guest bmurphy61, January 8, 2008
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • July 8, 2008

6. Contract Labor and Employee with Simple plan

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

7. Contributed to a SEP for 1999; now want to put in qualified retirement

   By SMB, November 6, 1999
   • 2 replies
   • 1.5k views
   • 
   • Gary Lesser
   • November 9, 1999

8. Contributing a bonus to a SIMPLE IRA

   By katieinny, February 2, 2007
   • 0 replies
   • 2.7k views
   • 
   • katieinny
   • February 2, 2007

9. Contributing to Multiple SEP-IRA Accounts

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

10. Contribution deadline - Employee contributions to SEP-IRA

    By Borsley, July 11, 2013   

    • employee contributions
    • SEP-IRA
    • (and 1 more)

      Tagged with:

      • employee contributions
      • SEP-IRA
      • deadline
    • 3 replies
    • 3.4k views
    • 
    • Mike Preston
    • April 1, 2015

11. Contribution deadline for non-profits

    By Guest bmurphy, November 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • November 23, 2004

12. Contribution Deduction for SEP

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

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

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

14. Contribution Limits to more than one SIMPLE IRA

    By MR, March 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • April 2, 2002

15. Contribution Question

    By Archimage, February 15, 2002
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • February 19, 2002

16. Contribution to SEP with loss on Schedule C Income?

    By Guest AFRICA6796, March 15, 2001
    • 2 replies
    • 7.8k views
    • 
    • Guest
    • March 15, 2001

17. 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

18. Contributions from multiple entities

    By dmb, August 25, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 8, 2005

19. Contributions made to SEP-IRA and 401k-what is the Limit?

    By Bruddah Kimo, October 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • November 7, 2007

20. Contributions to 401(k) and SEP?

    By Guest Thomas2006, March 3, 2009
    • 3 replies
    • 1.8k views
    • 
    • Jim Chad
    • March 14, 2009

21. Contributions to SEP that violate 415(c)

    By Luke Bailey, December 10, 2019
    • 6 replies
    • 1.4k views
    • 
    • Gary Lesser
    • February 18, 2020

22. Control Group Question - 415(h)

    By Guest Steve Palmer, March 25, 2009
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • September 13, 2011

23. Control group Simple IRA

    By Bruce1, September 11
    • 6 replies
    • 2.6k views
    • 
    • Bruce1
    • September 17

24. Control Groups

    By Guest itrade4u2, May 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • May 10, 2002

25. Control Groups PLEASE HELP!!

    By Guest itrade4u2, May 10, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 10, 2002

26. Controlled Group

    By rfahey, March 15, 2011
    • 5 replies
    • 1.2k views
    • 
    • QNPG
    • March 16, 2011

27. Controlled group

    By Guest RAA, December 10, 2002
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • December 10, 2002

28. Controlled Group

    By Guest Jim Brennan, October 29, 1998
    • 5 replies
    • 2.7k views
    • 
    • Gary Lesser
    • November 17, 1998

29. Controlled group - who adopts the SIMPLE IRA?

    By Dawn Hafner, January 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • Dawn Hafner
    • January 18, 2000

30. Controlled group and SImple IRA

    By Tom, May 9, 2018
    • 4 replies
    • 5.6k views
    • 
    • Larry Starr
    • May 11, 2018

31. Controlled Group Fact Pattern?

    By Gary Lesser, October 14, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • October 14, 2003

32. Controlled Group Issue

    By Guest Laura, April 20, 2000
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • April 21, 2000

33. Controlled Group question

    By Guest cdizzle, June 23, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2004

34. Controlled Group Status Change - Mid Year

    By MarZDoates, June 7, 2007
    • 5 replies
    • 3.1k views
    • 
    • Gary Lesser
    • July 20, 2007

35. Conversion of manditory distribution to a Roth

    By Guest Gahusker, December 24, 1998
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • December 25, 1998

36. Conversion of SIMPLE IRA balance to a Roth IRA

    By Guest neilcap, March 8, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 24, 2003

37. Conversions/Recharacterizations

    By Felicia, July 9, 2003
    • 1 reply
    • 956 views
    • 
    • Appleby
    • July 10, 2003

38. Converting a C-corp to a S-corp when stock held by an IRA.

    By Guest, February 27, 2001
    • 5 replies
    • 2.9k views
    • 
    • Bill Berke
    • March 9, 2001

39. Converting a SEP IRA to a Simple IRA

    By eilano, June 16, 1999
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • July 10, 1999

40. Converting a SIMPLE to a Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • January 11, 2002

41. Converting from a SEP to a Simple IRA

    By metsfan026, February 14, 2024
    • 2 replies
    • 2.1k views
    • 
    • Gary Lesser
    • February 18, 2024

42. Converting or Amending Profit Sharing into SIMPLE

    By Guest lavander30, January 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 10, 2002

43. Corp switches from SEP to PS plan mid-year; have to count contributions under both for "annual additions" testing?

    By Guest nipa, December 8, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • December 17, 2003

44. Corporate officer receiving no salary included in SIMPLE?

    By Guest Steven Hoksch, April 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • April 24, 2002

45. 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

46. Correcting a mistaken contribution to a SEP.

    By Guest emily ward, April 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 18, 2001

47. Correcting a SEP with Excess Contributions

    By Guest bpsep, August 12, 2011
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 13, 2011

48. Correction methods for failing to make SEP contributions for employees

    By Guest, April 13, 2001
    • 10 replies
    • 4.8k views
    • 
    • Gary Lesser
    • September 24, 2001

49. Correction of Ineligible Employer for SIMPLE

    By 401 Chaos, July 30, 2021
    • 0 replies
    • 831 views
    • 
    • 401 Chaos
    • July 30, 2021

50. Correction of Partnership SEP

    By Locust, June 30, 2005
    • 5 replies
    • 2.5k views
    • 
    • Gary Lesser
    • July 29, 2005