SEP, SARSEP and SIMPLE Plans

1,504 topics in this forum

1. SEP IRA with no corporation or LLC

   By Dfwguy, March 28, 2019   

   • sepira simple ira 401k
   • 3 replies
   • 428 views
   • 
   • jpod
   • March 29, 2019

2. Late deposit of SIMPLE IRA deferrals - exclusive plan rule

   By MarZDoates, May 30, 2019
   • 0 replies
   • 428 views
   • 
   • MarZDoates
   • May 30, 2019

3. SIMPLE DFI Wont accept late deposit

   By shERPA, September 10, 2019
   • 5 replies
   • 426 views
   • 
   • M Norton
   • September 11, 2019

4. old SIMPLE / New 401k

   By Santo Gold, August 8, 2017
   • 3 replies
   • 416 views
   • 
   • Santo Gold
   • August 9, 2017

5. Related employers for SEP?

   By cathyw, February 3, 2022
   • 3 replies
   • 410 views
   • 
   • cathyw
   • February 5, 2022

6. Contribution Deduction for SEP

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

7. SIMPLE contribution limit

   By guaccounts, August 24, 2022
   • 2 replies
   • 392 views
   • 
   • Bill Presson
   • August 25, 2022

8. Terminate 401k Mid-Year and the fund SEP-IRA

   By Chris Thomas, August 19, 2019
   • 0 replies
   • 385 views
   • 
   • Chris Thomas
   • August 19, 2019

9. SERIOUS mishandling of the VCP??

   By DR245, August 21, 2020
   • 0 replies
   • 385 views
   • 
   • DR245
   • August 21, 2020

10. How early may an employer distribute the SIMPLE notice for the next year?

    By Beltane, September 24, 2019
    • 1 reply
    • 384 views
    • 
    • Larry Starr
    • September 24, 2019

11. SIMPLE IRA (Roth)

    By M Norton, September 18   

    • secure 2.0
    • simple ira
    • (and 1 more)

      Tagged with:

      • secure 2.0
      • simple ira
      • roth option
    • 2 replies
    • 375 views
    • 
    • M Norton
    • September 18

12. comp to use for SIMPLE IRA started October 1st

    By M Norton, February 11, 2019   

    • simple ira comp
    • 1 reply
    • 364 views
    • 
    • austin3515
    • February 11, 2019

13. new sep

    By sheadan@aol.com, October 4, 2017
    • 1 reply
    • 338 views
    • 
    • Gary Lesser
    • December 17, 2017

14. Terminating a SEP using a 5305 Model SEP form

    By Belgarath, August 28
    • 3 replies
    • 337 views
    • 
    • Calavera
    • August 28

15. SIMPLE contribution not really "receivable"?

    By pmacduff, June 25, 2018
    • 1 reply
    • 334 views
    • 
    • Larry Starr
    • June 26, 2018

16. Simple IRA Eligible Compensation in first year

    By Tom, July 11, 2022
    • 2 replies
    • 323 views
    • 
    • Patricia Neal Jensen
    • July 13, 2022

17. Re-Characterization as Catch up

    By coleboy, August 8, 2018
    • 2 replies
    • 316 views
    • 
    • coleboy
    • August 8, 2018

18. SEP Conversion?

    By Tinman, December 6, 2022
    • 2 replies
    • 310 views
    • 
    • Bird
    • December 6, 2022

19. SIMPLE and VCP for over 100 ees

    By cdavis25, August 25, 2020
    • 0 replies
    • 292 views
    • 
    • cdavis25
    • August 25, 2020

20. Starting 401(k) and Defined Benefit Plan when a SEP is being "maintained."

    By rblum50, June 28
    • 2 replies
    • 251 views
    • 
    • rblum50
    • July 9

21. 60 day notice for ending SIMPLE IRA? mid-year replacement with SH 401k?

    By justanotheradmin, November 13   

    • secure 2.0
    • simple ira
    • 0 replies
    • 222 views
    • 
    • justanotheradmin
    • November 13

22. SEP documents provided by the big houses

    By Bri, August 15
    • 2 replies
    • 201 views
    • 
    • Appleby
    • August 16

23. Incorrect deductions for 1/2 year for Simple IRA

    By DR245, June 28
    • 3 replies
    • 201 views
    • 
    • Belgarath
    • June 29

24. Open enrollment

    By Doogan, November 9, 2022
    • 2 replies
    • 194 views
    • 
    • Doogan
    • November 9, 2022

25. SIMPLE Plan for sole proprietor who has passed away

    By Jennifer, December 21, 2022
    • 1 reply
    • 178 views
    • 
    • Bird
    • December 21, 2022