SEP, SARSEP and SIMPLE Plans

1,532 topics in this forum

1. SARSEP Plan with son of business owner eligible

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

2. Successor Employer

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

3. Small Doctor Group - Emergency Room Setting

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

4. SEP

   By Guest ingridak, January 22, 2014   

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

5. SARSEP - Can EE opt out?

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

6. Moving the assets of a SIMPLE

   By K-t-F, January 10, 2014
   • 10 replies
   • 4.1k views
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   • Borsley
   • January 13, 2014

7. 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

8. Individually-Designed SEP

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

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

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

10. Salary Reduction SEP Contribution for Self Employed

    By rfahey, May 21, 2013
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • December 21, 2013

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

    By Bird, September 21, 2013
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • December 21, 2013

12. SIMPLE IRA Question

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

13. SIMPLE IRA Investment Election

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

14. Who can sponsor a SIMPLE?

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

15. SEP Problem

    By Guest ohioattorney, June 28, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 28, 2013

16. SEP and 401(k) Profit Sharing

    By ombskid, May 10, 2013
    • 4 replies
    • 2k views
    • 
    • ombskid
    • June 19, 2013

17. Participation in multiple SEPs

    By Young Curmudgeon, May 14, 2013
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • May 14, 2013

18. SEP IRA and another IRA?

    By Spencer, May 9, 2013
    • 2 replies
    • 1.3k views
    • 
    • Spencer
    • May 10, 2013

19. SAR SEP Plan ADP test

    By rfahey, May 9, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • May 10, 2013

20. SIMPLE + 401(k)

    By Just Me, May 8, 2013
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

21. Frozen SEPS

    By thepensionmaven, April 4, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • April 5, 2013

22. SEP IRA contributions for owner, but not employees?

    By Guest hb95, April 3, 2013
    • 6 replies
    • 4.9k views
    • 
    • Bird
    • April 4, 2013

23. Timing of SIMPLE funding for a self employed person

    By rfahey, April 1, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • April 2, 2013

24. New SIMPLE PLan for 2012

    By rfahey, December 4, 2012
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • March 28, 2013

25. Exactly what happens to a SIMPLE IRA Plan when a 401(k) is started same year?

    By Jim Chad, March 27, 2013
    • 0 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 27, 2013

26. SEP - 01/31 FIscal Year End

    By clangeland, March 7, 2013
    • 2 replies
    • 1.4k views
    • 
    • clangeland
    • March 27, 2013

27. SEP & statutory employee W2 income

    By B21, March 13, 2013
    • 4 replies
    • 3.4k views
    • 
    • masteff
    • March 14, 2013

28. SEP employee contributions

    By Guest robmc, March 12, 2013
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • March 13, 2013

29. Operational Failure in SARSEP

    By Spodie, February 5, 2013
    • 3 replies
    • 1.4k views
    • 
    • Spodie
    • March 13, 2013

30. SIMPLE IRA rollovers

    By Benefits 101, February 25, 2013
    • 5 replies
    • 1.8k views
    • 
    • Benefits 101
    • February 25, 2013

31. "benefitting": includes loan repayments?

    By AlbanyConsultant, February 25, 2013
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 25, 2013

32. SIMPLE IRA - over and under matching contributions

    By rblum50, February 19, 2013
    • 1 reply
    • 937 views
    • 
    • Bird
    • February 19, 2013

33. SIMPLE IRA ELIGIBILITY

    By Guest robmc, January 31, 2013
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

34. RMD Calculation

    By rfahey, January 15, 2013
    • 21 replies
    • 4.4k views
    • 
    • Gary Lesser
    • January 31, 2013

35. SEP HEC exclusion?

    By PAL, January 30, 2013
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • January 31, 2013

36. SEP Plan Contribution 2012

    By Guest Curt Stoller, December 7, 2012
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 3, 2013

37. Annuity in SEP

    By KateSmithPA, December 18, 2012
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • December 18, 2012

38. Acquired company with a Simple 401(k)

    By AndyH, December 7, 2012
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • December 7, 2012

39. SEP Short Plan Year

    By Guest CJDwyer, September 4, 2002
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • November 26, 2012

40. SEP-IRA account title

    By B21, October 11, 2012
    • 1 reply
    • 4.1k views
    • 
    • Gary Lesser
    • October 11, 2012

41. Definition of service for SEP

    By Guest Karis Schwent, April 14, 2012
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 10, 2012

42. Sole Proprietorship to Adopt 2011 SEP by Oct 15, 2012

    By Richard Anderson, October 4, 2012
    • 3 replies
    • 1.2k views
    • 
    • Gary Lesser
    • October 9, 2012

43. SIMPLE IRA in VCP

    By Guest BED, April 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 9, 2012

44. Integrated SAR SEP PLan

    By rfahey, October 9, 2012
    • 1 reply
    • 993 views
    • 
    • Gary Lesser
    • October 9, 2012

45. Can owner of business also have a SEP for 1099 income?

    By AKconsult, September 6, 2012
    • 3 replies
    • 1.7k views
    • 
    • shERPA
    • September 7, 2012

46. 5305-SEP, okay to submit a March 2002 version under VCP

    By katieinny, August 10, 2012
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • September 7, 2012

47. SEP Document - Help or 5305

    By HarleyBabe, August 10, 2012
    • 2 replies
    • 2.2k views
    • 
    • HarleyBabe
    • August 10, 2012

48. SIMPLE IRA mid-yr plan termination due to acquisition?

    By Borsley, August 8, 2012
    • 2 replies
    • 13.2k views
    • 
    • Borsley
    • August 9, 2012

49. Simple: ER contribs and Comp

    By ombskid, August 7, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 7, 2012

50. Mistaken Contribution to SEP

    By Dougsbpc, July 31, 2012
    • 3 replies
    • 1.9k views
    • 
    • Borsley
    • August 2, 2012