SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. What IRS or ERISA penalties for failure to deposit SEP withholdings

   By Moe Howard, October 13, 2001
   • 1 reply
   • 2.8k views
   • 
   • Gary Lesser
   • October 16, 2001

2. SEP Tax Deduction Available to Offset Rollover IRA

   By Guest tess, December 8, 2005
   • 8 replies
   • 2.8k views
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   • Guest
   • December 15, 2005

3. Switching Simple IRA Companies

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

4. Successor Employer

   By cdavis25, January 7, 2014
   • 1 reply
   • 2.8k views
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   • Gary Lesser
   • January 23, 2014

5. Multiple Simple Plans

   By card, September 23, 1998
   • 1 reply
   • 2.8k views
   • 
   • card
   • September 24, 1998

6. SEP Documents

   By Jilliandiz, June 2, 2005
   • 5 replies
   • 2.8k views
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   • mbozek
   • July 20, 2005

7. Relationship of contribution limits between SEP-IRA and SARSEP

   By Guest smrosenberry, December 26, 2010
   • 4 replies
   • 2.8k views
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   • Guest
   • December 28, 2010

8. Exclusive Plan Rule

   By Guest Pat Metallic, May 27, 2008
   • 1 reply
   • 2.8k views
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   • Gary Lesser
   • July 7, 2008

9. Obtain IRS ruling on individually designed SEP?

   By jstorch, March 14, 2005
   • 11 replies
   • 2.8k views
   • 
   • Gary Lesser
   • March 23, 2005

10. SEP vs. 401k

    By Guest avascoe@hmvcpa.com, September 21, 2007
    • 1 reply
    • 2.8k views
    • 
    • Bird
    • September 22, 2007

11. SIMPLE IRA - Yr end true up

    By Guest Elfman, October 25, 2005
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • October 26, 2005

12. is there an age limit for SEP contributions

    By k man, March 21, 2006
    • 3 replies
    • 2.8k views
    • 
    • Appleby
    • April 2, 2006

13. Do affiliated service groups rules of 414(m) apply to a corporate dire

    By preErisa, November 20, 2000
    • 4 replies
    • 2.8k views
    • 
    • Gary Lesser
    • May 17, 2005

14. SIMPLE IRA for sole proprietor

    By Guest TrustMe401k, October 28, 1999
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • November 5, 1999

15. Employer wants to pay investment management fees of SEP participants

    By Dave Baker, July 16, 2020
    • 7 replies
    • 2.7k views
    • 
    • Luke Bailey
    • July 23, 2020

16. Record retention for SEP IRA

    By Guest Roger K., August 16, 2010
    • 1 reply
    • 2.7k views
    • 
    • Gary Lesser
    • September 15, 2010

17. Client maintains both SIMPLE IRA and ESOP

    By nancy, January 9, 2001
    • 1 reply
    • 2.7k views
    • 
    • Bill Berke
    • January 9, 2001

18. Deducting FICA before making SIMPLE IRA contribution for self-employed

    By Guest WFMinter, December 13, 1999
    • 3 replies
    • 2.7k views
    • 
    • Gary Lesser
    • August 29, 2000

19. SEP Contribution after termination of SEP

    By Guest Taxman, October 22, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • February 2, 2002

20. Control group Simple IRA

    By Bruce1, September 11, 2025
    • 6 replies
    • 2.7k views
    • 
    • Bruce1
    • September 17, 2025

21. SIMPLE IRA - amending the plan to change eligibility requirements

    By taxllm, June 18, 2014
    • 2 replies
    • 2.7k views
    • 
    • taxllm
    • June 19, 2014

22. Contributing a bonus to a SIMPLE IRA

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

23. Excess Employer Contributions to SIMPLE IRA

    By MarZDoates, December 31, 2002
    • 2 replies
    • 2.7k views
    • 
    • Appleby
    • January 2, 2003

24. SARSEP Eligibility

    By Guest JB2, October 16, 1998
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 22, 1998

25. SIMPLE Over-Contribution by Employer

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

26. Recharacterize Traditional IRA to SEP IRA

    By rfahey, April 25, 2008
    • 1 reply
    • 2.7k views
    • 
    • Gary Lesser
    • May 11, 2008

27. SEP refunds

    By Lori H, June 18, 2007
    • 6 replies
    • 2.7k views
    • 
    • J Simmons
    • June 19, 2007

28. Employee giving wrong account number for SEP IRA

    By jstorch, February 1, 2005
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • February 3, 2005

29. Controlled Group

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

30. Sar Sep ?

    By Guest JimJ, February 19, 2002
    • 10 replies
    • 2.7k views
    • 
    • Gary Lesser
    • February 21, 2002

31. SEP to 401k

    By Guest LSULLIVAN, March 10, 2006
    • 6 replies
    • 2.7k views
    • 
    • Appleby
    • March 18, 2006

32. 401(a)(17) comp limit as it applies to SIMPLE IRA's

    By Beltane, October 25, 2006
    • 1 reply
    • 2.7k views
    • 
    • Appleby
    • October 25, 2006

33. Mid-Year adoption of 401(k)-- IRC 402(g) issues

    By Guest cgodfrey, February 13, 2002
    • 6 replies
    • 2.7k views
    • 
    • Gary Lesser
    • October 30, 2003

34. Where to find a non-model SEP that allows company to also sponsor a mo

    By Guest Nancy Hovanes, November 19, 1999
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • December 22, 1999

35. SIMPLE IRA Termination

    By mlp0816, November 18, 2019
    • 12 replies
    • 2.7k views
    • 
    • Larry Starr
    • November 24, 2019

36. 2 person LLC SEP contribution

    By Guest passmf, January 4, 2000
    • 2 replies
    • 2.7k views
    • 
    • Gary Lesser
    • January 13, 2000

37. 2010 1099-R instructions

    By Belgarath, March 9, 2010
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • May 22, 2010

38. Non-Contributory SEP

    By Guest R. Daestrom, November 19, 2004
    • 10 replies
    • 2.6k views
    • 
    • Appleby
    • November 21, 2004

39. SEP sponsor changes from Sch C to sub-S corp

    By M Norton, March 21, 2019   

    • sep sponsor
    • 6 replies
    • 2.6k views
    • 
    • FPGuy
    • March 29, 2019

40. Can s-corp partners in an LLC have their own SEP's

    By Guest marievelem, January 21, 2004
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • January 23, 2004

41. Grandfathered SARSEP Through Acquisition

    By Christine Roberts, July 14, 2000
    • 4 replies
    • 2.6k views
    • 
    • Gary Lesser
    • December 1, 2000

42. SIMPLE IRAs

    By Guest bob, October 6, 1998
    • 6 replies
    • 2.6k views
    • 
    • Gary Lesser
    • October 18, 1998

43. No section 415(c) limitation for a SIMPLE Plan? Can a sole proprietor

    By Mary Kay Foss, October 26, 2000
    • 5 replies
    • 2.6k views
    • 
    • Gary Lesser
    • December 1, 2000

44. SEP vs Profit Sharing

    By Guest JimJ, July 31, 2001
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • August 8, 2001

45. What is partnership income for purposes of determining compensation for making an employer SIMPLE IRA contribution?

    By jane123, September 23, 2003
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • October 23, 2003

46. SIMPLEs: Change in Designated Financial Institution

    By Felicia, March 4, 2004
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • March 5, 2004

47. SARSEP Amendment re: Eligible Employees

    By Christine Roberts, October 17, 2000
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • January 23, 2007

48. exclusive plan

    By jlea, October 8, 2008
    • 8 replies
    • 2.6k views
    • 
    • ERISAnut
    • October 9, 2008

49. A Real Mess - Part 2

    By KateSmithPA, August 29, 2006
    • 7 replies
    • 2.6k views
    • 
    • KateSmithPA
    • September 11, 2006

50. SARSEP to 401k Rollover Reversal?

    By Guest Brendan McKee, February 6, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • February 7, 2007