SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Contribution deadline - Employee contributions to SEP-IRA

   By Borsley, July 11, 2013   

   • employee contributions
   • SEP-IRA
   • (and 1 more)

     Tagged with:

     • employee contributions
     • SEP-IRA
     • deadline
   • 3 replies
   • 3.4k views
   • 
   • Mike Preston
   • April 1, 2015

2. SEP Problem

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

3. Salary Reduction SEP Contribution for Self Employed

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

4. Participation in multiple SEPs

   By Young Curmudgeon, May 14, 2013
   • 1 reply
   • 1.6k views
   • 
   • ETA Consulting LLC
   • May 14, 2013

5. SEP and 401(k) Profit Sharing

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

6. SEP IRA and another IRA?

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

7. SAR SEP Plan ADP test

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

8. SIMPLE + 401(k)

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

9. Frozen SEPS

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

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

    By Guest hb95, April 3, 2013
    • 6 replies
    • 4.8k views
    • 
    • Bird
    • April 4, 2013

11. 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

12. 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

13. SEP & statutory employee W2 income

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

14. SEP employee contributions

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

15. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 5k views
    • 
    • Belgarath
    • January 2, 2019

16. SEP - 01/31 FIscal Year End

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

17. "benefitting": includes loan repayments?

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

18. SIMPLE IRA rollovers

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

19. SIMPLE IRA - over and under matching contributions

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

20. Operational Failure in SARSEP

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

21. SIMPLE IRA ELIGIBILITY

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

22. SEP HEC exclusion?

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

23. RMD Calculation

    By rfahey, January 15, 2013
    • 21 replies
    • 4.3k views
    • 
    • Gary Lesser
    • January 31, 2013

24. Annuity in SEP

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

25. Acquired company with a Simple 401(k)

    By AndyH, December 7, 2012
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • December 7, 2012

26. SEP Plan Contribution 2012

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

27. New SIMPLE PLan for 2012

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

28. SEP-IRA account title

    By B21, October 11, 2012
    • 1 reply
    • 4k views
    • 
    • Gary Lesser
    • October 11, 2012

29. Integrated SAR SEP PLan

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

30. 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

31. 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

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

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

33. 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

34. SEP Document - Help or 5305

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

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

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

36. Simple: ER contribs and Comp

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

37. Mistaken Contribution to SEP

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

38. 401(k) Started in year Simple Plan existed

    By rblum50, May 29, 2012
    • 2 replies
    • 1.4k views
    • 
    • rblum50
    • May 30, 2012

39. small business owner needing help with 410K and SIMPLE

    By Guest babysilvertooth, May 16, 2012
    • 4 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • May 16, 2012

40. SIMPLE IRA in VCP

    By Guest BED, April 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 9, 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. Self-employed: SEP-IRA plus traditional IRA

    By Lori Friedman, April 12, 2012
    • 3 replies
    • 7.6k views
    • 
    • Lori Friedman
    • April 12, 2012

43. SIMPLE IRA Transfer of Custodian

    By CLE401kGuy, April 9, 2012
    • 2 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • April 9, 2012

44. International student

    By CassandraS, April 9, 2012
    • 7 replies
    • 1.7k views
    • 
    • CassandraS
    • April 10, 2012

45. Compensation definition in SIMPLE

    By rfahey, April 4, 2012
    • 2 replies
    • 1.3k views
    • 
    • PensionPro
    • April 4, 2012

46. Intentional Disqualification of a SIMPLE 401(k)

    By Guest Dressageho, April 2, 2012
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • April 3, 2012

47. SEP IRA and 401(k) Plan

    By Guest MTransue, April 2, 2012
    • 7 replies
    • 3.3k views
    • 
    • Bird
    • April 3, 2012

48. Sch. C, Sch. F - aggregate for SEP max?

    By steve-o, March 30, 2012
    • 0 replies
    • 1.1k views
    • 
    • steve-o
    • March 30, 2012

49. Is SIMPLE allowed if 100% refund of excess contribution occurs

    By Pension Panda, March 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • March 29, 2012

50. SEP - 2 Partners - K1 Income - Contribution

    By K-t-F, March 29, 2012
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • March 30, 2012