SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. SIMPLE IRA limits for self employed

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

2. SARSEP restatement

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

3. 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

4. Employee will not fill out IRA application

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

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

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

6. 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

7. One Plan Rule

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

8. Simple IRA and Safe Harbor 401(k)

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

9. SEP IRA Excess Contributions

   By Guest bill280, November 21, 2014   

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

10. Does DOL have jurisdiction over SIMPLE IRAs?

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

11. SIMPLE IRA - more than 2% NEC?

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

12. SEP and 401(k) question

    By cpc0506, October 31, 2014
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • October 31, 2014

13. Off Calendar SEP - Terminating Employees

    By ubermax, August 6, 2014
    • 10 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 31, 2014

14. SEP IRA - Short Plan YEar?

    By austin3515, September 10, 2014
    • 8 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 31, 2014

15. SEP IRA - contribution classification

    By Guest br6k, October 12, 2014
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 20, 2014

16. 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

17. Terminationg SIMPLE IRA - New 401(k) Plan

    By 52626, September 24, 2014
    • 1 reply
    • 1.2k views
    • 
    • Flyboyjohn
    • September 24, 2014

18. Sep IRA exception to age 70 1/2 RMD?

    By Jim Chad, September 9, 2014
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 9, 2014

19. Can a small business owner offer both a SIMPLE IRA and a SEP IRA?

    By Gudgergirl, August 6, 2014
    • 3 replies
    • 2.2k views
    • 
    • sbutler
    • August 29, 2014

20. Newer Employer

    By austin3515, August 14, 2014
    • 3 replies
    • 980 views
    • 
    • Bird
    • August 15, 2014

21. Funding SIMPLE receivable after rollovers to 401(k)

    By Young Curmudgeon, July 15, 2014
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • July 17, 2014

22. SIMPLE IRA / 401(k) Scenario

    By amcorson, July 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • July 8, 2014

23. How to stop a SIMPLE IRA plan mid year

    By rfahey, July 3, 2014
    • 2 replies
    • 2k views
    • 
    • Flyboyjohn
    • July 7, 2014

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

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

25. Rollover from SIMPLE IRA to 401K

    By rfahey, June 16, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • June 16, 2014

26. SEP & SIMPLE IRAS

    By Felicia, June 12, 2014   

    • ERISA
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • June 13, 2014

27. Can SIMPLE IRAs be setup in an Omnibus environment

    By Guest dmmst3, June 9, 2014   

    • simple ira omnibus
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 9, 2014

28. Adoption of 401k with SIMPLE

    By Earl, May 28, 2014
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • May 28, 2014

29. Eligible for SEP?

    By Dougsbpc, May 24, 2014
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • May 27, 2014

30. SAR SEP Plan with aduld child and wife of owner

    By rfahey, May 9, 2014
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • May 9, 2014

31. Simple IRA & VCP

    By B21, March 26, 2014
    • 5 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 24, 2014

32. SEP-IRA deduction for part of year as solo

    By Guest noans, April 10, 2014
    • 8 replies
    • 1.7k views
    • 
    • Flyboyjohn
    • April 23, 2014

33. 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

34. SIMPLE IRA and Fidelity Bond Requirements

    By Susan S., April 15, 2014
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • April 15, 2014

35. Can a sole prop w/SEP/IRA also contribute to a Traditional IRA?

    By Guest Taxlady1040, April 13, 2014
    • 1 reply
    • 987 views
    • 
    • masteff
    • April 14, 2014

36. SIMPLE correction procedures

    By Santo Gold, April 1, 2014
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • April 7, 2014

37. What is compensation for purposes of SEP using Form 5305A-SEP

    By Gudgergirl, February 21, 2014
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • April 7, 2014

38. Can an excess contribution to a SEP/IRA be rolled into a solo 401k?

    By Guest Taxlady1040, March 6, 2014   

    • excess contribution
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • April 7, 2014

39. Terminating Keogh & Adopting SEP -IRA Same Cal Yr

    By Guest kprhok, August 27, 2012
    • 8 replies
    • 5.5k views
    • 
    • Fisher
    • April 1, 2014

40. SEP for person with income from W2 and 1099

    By Guest LLCNewbie, March 21, 2014
    • 1 reply
    • 3k views
    • 
    • masteff
    • March 21, 2014

41. Is excessSEP/IRA contribution also subject to early distribution penalty of 10%?

    By Guest Taxlady1040, March 19, 2014
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • March 19, 2014

42. Procedure for correcting 2012 excess SEP/IRA contribution

    By Guest Taxlady1040, March 7, 2014   

    • excess contribution
    • 6 replies
    • 8k views
    • 
    • masteff
    • March 7, 2014

43. Eligible Employers

    By austin3515, March 6, 2014
    • 1 reply
    • 967 views
    • 
    • Belgarath
    • March 7, 2014

44. Employer terminates SIMPLE plan without giving employees notice

    By Guest Nimrey, February 25, 2014   

    • SIMPLE
    • Termination
    • (and 2 more)

      Tagged with:

      • SIMPLE
      • Termination
      • notice
      • 60 days
    • 4 replies
    • 1.8k views
    • 
    • GMK
    • February 25, 2014

45. SEP Years of Service for Spouse

    By jukeboy56, February 15, 2014
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • February 18, 2014

46. SEP and a 401k

    By Tom Poje, February 17, 2014
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 18, 2014

47. 5304 or 5305....

    By K-t-F, February 4, 2014
    • 7 replies
    • 4k views
    • 
    • K-t-F
    • February 4, 2014

48. SARSEP Plan with son of business owner eligible

    By rfahey, January 14, 2014
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • January 24, 2014

49. Successor Employer

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

50. Small Doctor Group - Emergency Room Setting

    By CLE401kGuy, January 20, 2014
    • 2 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • January 22, 2014