SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Switching Simple IRA Companies

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

2. Multiple Simple Plans

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

3. SEP vs. 401k

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

4. Eligibility for SEP plans - entry date - employed as of certain date

   By Guest dvandaeler, April 16, 2014   

   • Eligibility
   • 7 replies
   • 2.7k views
   • 
   • Guest
   • April 17, 2014

5. SEP Tax Deduction Available to Offset Rollover IRA

   By Guest tess, December 8, 2005
   • 8 replies
   • 2.7k views
   • 
   • Guest
   • December 15, 2005

6. is there an age limit for SEP contributions

   By k man, March 21, 2006
   • 3 replies
   • 2.7k views
   • 
   • Appleby
   • April 2, 2006

7. SIMPLE IRA - Yr end true up

   By Guest Elfman, October 25, 2005
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • October 26, 2005

8. Obtain IRS ruling on individually designed SEP?

   By jstorch, March 14, 2005
   • 11 replies
   • 2.7k views
   • 
   • Gary Lesser
   • March 23, 2005

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

   By preErisa, November 20, 2000
   • 4 replies
   • 2.7k views
   • 
   • Gary Lesser
   • May 17, 2005

10. Record retention for SEP IRA

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

11. SIMPLE IRA for sole proprietor

    By Guest TrustMe401k, October 28, 1999
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 1999

12. Simple plan and profit sharing plan

    By Kattdogg12, September 16
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • September 18

13. SEP Contribution after termination of SEP

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

14. Are new contributions to a SEP set up by a previous employer allowed?

    By Guest BillP, October 22, 2005
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • October 25, 2005

15. Client maintains both SIMPLE IRA and ESOP

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

16. 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

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

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

18. Contributing a bonus to a SIMPLE IRA

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

19. SARSEP Eligibility

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

20. SEP refunds

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

21. Recharacterize Traditional IRA to SEP IRA

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

22. SIMPLE Over-Contribution by Employer

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

23. Sar Sep ?

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

24. Controlled Group

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

25. Excess Employer Contributions to SIMPLE IRA

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

26. SEP to 401k

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

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

    By Guest Nancy Hovanes, November 19, 1999
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • December 22, 1999

28. Employee giving wrong account number for SEP IRA

    By jstorch, February 1, 2005
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • February 3, 2005

29. 401(a)(17) comp limit as it applies to SIMPLE IRA's

    By Beltane, October 25, 2006
    • 1 reply
    • 2.6k views
    • 
    • Appleby
    • October 25, 2006

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

    By Guest cgodfrey, February 13, 2002
    • 6 replies
    • 2.6k views
    • 
    • Gary Lesser
    • October 30, 2003

31. 2010 1099-R instructions

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

32. Non-Contributory SEP

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

33. Control group Simple IRA

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

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

    By Dave Baker, July 16, 2020
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • July 23, 2020

35. Grandfathered SARSEP Through Acquisition

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

36. SIMPLE IRA Termination

    By mlp0816, November 18, 2019
    • 12 replies
    • 2.6k views
    • 
    • Larry Starr
    • November 24, 2019

37. 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

38. 2 person LLC SEP contribution

    By Guest passmf, January 4, 2000
    • 2 replies
    • 2.6k views
    • 
    • Gary Lesser
    • January 13, 2000

39. SIMPLE IRAs

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

40. SEP vs Profit Sharing

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

41. 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

42. Can you roll annual SEP contributions into 401(k) each year?

    By UM1234, September 26, 2014
    • 8 replies
    • 2.6k views
    • 
    • Belgarath
    • October 9, 2014

43. SIMPLEs: Change in Designated Financial Institution

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

44. 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

45. SARSEP Amendment re: Eligible Employees

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

46. SARSEP to 401k Rollover Reversal?

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

47. amending a SEP

    By Guest NancyF, March 30, 2007
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • July 20, 2007

48. SIMPLE IRA to Safe Harbor 401(K)

    By Lori H, April 25, 2008
    • 2 replies
    • 2.5k views
    • 
    • Gary Lesser
    • May 9, 2008

49. Simple IRA's & Davis-Bacon Wage Act

    By Guest Tom Fields, May 5, 1999
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • May 13, 1999

50. A Real Mess - Part 2

    By KateSmithPA, August 29, 2006
    • 7 replies
    • 2.5k views
    • 
    • KateSmithPA
    • September 11, 2006