SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Self-employed: SEP-IRA plus traditional IRA

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

2. International student

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

3. SIMPLE IRA Transfer of Custodian

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

4. Compensation definition in SIMPLE

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

5. SEP IRA and 401(k) Plan

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

6. Intentional Disqualification of a SIMPLE 401(k)

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

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

   By steve-o, March 30, 2012
   • 0 replies
   • 1.2k views
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   • steve-o
   • March 30, 2012

8. SEP - 2 Partners - K1 Income - Contribution

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

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

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

10. Simple IRA missed matching contributions

    By B21, March 28, 2012
    • 1 reply
    • 1.5k views
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    • ETA Consulting LLC
    • March 28, 2012

11. Excess employer match into SIMPLE IRA

    By Guest Diane DuFresne, March 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 27, 2012

12. SEP withdrawal for qualified higher education purposes

    By Beltane, February 20, 2012
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • February 21, 2012

13. Are SEP contributions required on compensation received under a salary continuation arrangement?

    By katieinny, February 17, 2012
    • 0 replies
    • 815 views
    • 
    • katieinny
    • February 17, 2012

14. Rules For Sponsoring Both a SEP and a Profit Sharing Plan

    By mming, February 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 2, 2012

15. SIMPLE IRA -Exclusive Benefit Plan Rule

    By Fisher, January 25, 2012
    • 1 reply
    • 1.8k views
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    • ETA Consulting LLC
    • January 25, 2012

16. Non-elective contributions limit

    By steve-o, January 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

17. SEP rollover to 401k Plan

    By cpc0506, January 20, 2012
    • 10 replies
    • 6.2k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

18. Is Gift for Establishing Rollover IRA or Roth IRA a PT?

    By Gary Lesser, March 29, 2011
    • 9 replies
    • 3.4k views
    • 
    • jpod
    • January 20, 2012

19. Affiliated Service Group w/ SEP & 401K

    By ERISA13, January 5, 2012
    • 2 replies
    • 3k views
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    • ERISA13
    • January 11, 2012

20. Requiring Participation in SIMPLE IRA

    By holdco, December 29, 2011
    • 4 replies
    • 6.3k views
    • 
    • masteff
    • December 30, 2011

21. Terminating SIMPLE IRA and starting 401(k)

    By cdavis25, December 28, 2011
    • 3 replies
    • 1.8k views
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    • ETA Consulting LLC
    • December 28, 2011

22. ER uses comp from wrong year to calculate SEP contribution

    By katieinny, December 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • December 21, 2011

23. Discontinuing SIMPLE IRA

    By austin3515, September 20, 2011
    • 6 replies
    • 3.3k views
    • 
    • shERPA
    • December 14, 2011

24. Employee claim for SEP benefits

    By shERPA, December 10, 2011
    • 1 reply
    • 1.2k views
    • 
    • shERPA
    • December 14, 2011

25. F5305 - shouldn't use model if ever had DB?

    By Guest kprhok, January 29, 2010
    • 2 replies
    • 1.9k views
    • 
    • katieinny
    • December 13, 2011

26. Acquiring SIMPLE IRA

    By Guest CJErisa, November 17, 2011
    • 3 replies
    • 1.8k views
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    • Bird
    • November 18, 2011

27. S Corp SEP funded by C Corp ctrbs?

    By Guest GreenERISA, November 17, 2011
    • 5 replies
    • 1.7k views
    • 
    • masteff
    • November 17, 2011

28. MDRT Information retrieval system

    By Jim Chad, November 11, 2011
    • 0 replies
    • 1.3k views
    • 
    • Jim Chad
    • November 11, 2011

29. 401K and SEP IRA

    By ERISA13, October 11, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 11, 2011

30. Control Group Question - 415(h)

    By Guest Steve Palmer, March 25, 2009
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • September 13, 2011

31. Do SEPS have the same level of protection from creditors as does let's say a 401(k)?

    By Guest sugar daddy, September 7, 2011
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 10, 2011

32. 401k and SIMPLE total deferral limit

    By Guest Peggy806, August 31, 2011
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

33. SEP and new 401k plan same year?

    By Guest Boots, August 10, 2011
    • 5 replies
    • 5.1k views
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    • ETA Consulting LLC
    • August 24, 2011

34. Differential Pay

    By Felicia, August 22, 2011
    • 2 replies
    • 2.1k views
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    • Felicia
    • August 24, 2011

35. Withdraw a SEP contribution

    By Earl, August 19, 2011
    • 10 replies
    • 3.9k views
    • 
    • Gary Lesser
    • August 23, 2011

36. Disallowed Deferrals

    By Beemer, February 14, 2011
    • 5 replies
    • 2k views
    • 
    • Gary Lesser
    • August 23, 2011

37. SIMPLE IRA EE and ER contributions made late; correction done and filed under VCP

    By katieinny, July 18, 2011
    • 1 reply
    • 3.5k views
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    • Gary Lesser
    • August 22, 2011

38. Correcting a SEP with Excess Contributions

    By Guest bpsep, August 12, 2011
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 13, 2011

39. SIMPLE 401 (k)

    By 12AX7, August 4, 2011
    • 3 replies
    • 1.4k views
    • 
    • 12AX7
    • August 10, 2011

40. Rolling profit sharing to a SEP IRA?

    By Guest sugar daddy, August 3, 2011
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • August 4, 2011

41. SEP's for S-Corps in 2012

    By mgcpension, July 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • masteff
    • July 15, 2011

42. Simple 401k Plan, Roth Contributions

    By Guest sviola, May 18, 2011
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 14, 2011

43. SIMPLE and Profit Sharing

    By Dougsbpc, June 29, 2011
    • 7 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • June 30, 2011

44. SEP eligibility, exclusions

    By DMcGovern, June 29, 2011
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • June 29, 2011

45. Can we charge ee for work to find lost Participant, to Participant

    By Jim Chad, June 27, 2011
    • 1 reply
    • 1k views
    • 
    • Bird
    • June 28, 2011

46. SIMPLE IRA and 401k in acquisition

    By Golgi, May 26, 2011
    • 1 reply
    • 1.8k views
    • 
    • PensionPro
    • May 26, 2011

47. SIMPLE IRA - when employer goes out of business

    By Guest GB07, May 23, 2011
    • 1 reply
    • 4.3k views
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    • ETA Consulting LLC
    • May 24, 2011

48. Various SEP Questions

    By Guest Newspeak1, May 16, 2011
    • 6 replies
    • 1.6k views
    • 
    • Jim Chad
    • May 18, 2011

49. SEP

    By Fisher, March 3, 2011
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • May 16, 2011

50. 60 Day Rule

    By Dazednconfused, May 11, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • May 11, 2011