SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. SEP and 401(k) question

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

2. SEP IRA - contribution classification

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

3. 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

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

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

5. SEP IRA - Short Plan YEar?

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

6. 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

7. Newer Employer

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

8. 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

9. Off Calendar SEP - Terminating Employees

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

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

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

11. SIMPLE IRA / 401(k) Scenario

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

12. How to stop a SIMPLE IRA plan mid year

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

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

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

14. Rollover from SIMPLE IRA to 401K

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

15. SEP & SIMPLE IRAS

    By Felicia, June 12, 2014   

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

16. 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

17. Adoption of 401k with SIMPLE

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

18. Eligible for SEP?

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

19. 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

20. 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

21. SIMPLE IRA and Fidelity Bond Requirements

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

22. 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

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

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

24. Using Model 5305 SEP

    By Fisher, April 2, 2014   

    • Maintaining a Qualified Plan
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • August 26, 2016

25. SIMPLE correction procedures

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

26. Simple IRA & VCP

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

27. SEP for person with income from W2 and 1099

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

28. 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

29. Procedure for correcting 2012 excess SEP/IRA contribution

    By Guest Taxlady1040, March 7, 2014   

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

30. Eligible Employers

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

31. 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

32. 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

33. 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

34. SEP and a 401k

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

35. SEP Years of Service for Spouse

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

36. 5304 or 5305....

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

37. SEP

    By Guest ingridak, January 22, 2014   

    • union
    • status change non-union
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 22, 2014

38. Small Doctor Group - Emergency Room Setting

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

39. SARSEP Plan with son of business owner eligible

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

40. SARSEP - Can EE opt out?

    By Guest Roger K., January 14, 2014
    • 2 replies
    • 1.9k views
    • 
    • Lou S.
    • January 14, 2014

41. Moving the assets of a SIMPLE

    By K-t-F, January 10, 2014
    • 10 replies
    • 4k views
    • 
    • Borsley
    • January 13, 2014

42. Successor Employer

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

43. Form 5330: Does a SEP-IRA have a "plan number"?

    By Guest EmployeeBenefitsAttorney, January 2, 2014
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 2, 2014

44. Individually-Designed SEP

    By jpod, December 20, 2013
    • 6 replies
    • 1.6k views
    • 
    • masteff
    • December 23, 2013

45. SIMPLE IRA Question

    By bzorc, December 12, 2013
    • 2 replies
    • 1.3k views
    • 
    • bzorc
    • December 13, 2013

46. Getting rid of a SIMPLE due to adoption of another plan

    By Bird, September 21, 2013
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • December 21, 2013

47. SIMPLE IRA Investment Election

    By Fisher, September 18, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 18, 2013

48. SIMPLE and 401(k) in a controlled group

    By MarZDoates, August 13, 2013
    • 7 replies
    • 5.2k views
    • 
    • anspai
    • December 14, 2016

49. Who can sponsor a SIMPLE?

    By Santo Gold, August 7, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • August 7, 2013

50. Disqualify a SIMPLE Plan with $200 of Employer match in this year

    By Jim Chad, July 26, 2013
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 23, 2013