SEP, SARSEP and SIMPLE Plans

1,454 topics in this forum

1. Employer wants to pay investment management fees of SEP participants

   By Dave Baker, July 16
   • 7 replies
   • 355 views
   • 
   • Luke Bailey
   • July 23

2. Exceeding 100 employees

   By bzorc, July 13
   • 2 replies
   • 217 views
   • 
   • Luke Bailey
   • July 14

3. SEP Contribution for 2019. When does SEP need to be established.

   By Ken_BenefitScape, July 7   

   • sep
   • plan entry
   • 2 replies
   • 169 views
   • 
   • Larry Starr
   • July 7

4. 25% penalty - corrected contributions?

   By DR245, June 18
   • 3 replies
   • 270 views
   • 
   • Luke Bailey
   • June 19

5. SIMPLE IRA employee contributon - sole prop

   By Santo Gold, April 30
   • 2 replies
   • 345 views
   • 
   • Santo Gold
   • May 3

6. SEP IRA missed employee contribution correction

   By JTWeave, April 24
   • 4 replies
   • 243 views
   • 
   • Luke Bailey
   • April 25

7. Can SIMPLE IRA suspend match

   By Joe Rak, April 1
   • 5 replies
   • 599 views
   • 
   • Luke Bailey
   • April 17

8. 2 companies - Simple IRA Offering?

   By Doogan, March 4
   • 3 replies
   • 288 views
   • 
   • Bill Presson
   • April 13

9. 25% Excise tax waived right?

   By austin3515, April 2
   • 2 replies
   • 265 views
   • 
   • Appleby
   • April 9

10. SEP and 401k in same year

    By AKconsult, February 12, 2018
    • 11 replies
    • 3,876 views
    • 
    • Bill Presson
    • March 16

11. Existing DB plan - adding SEP and deduction

    By Jakyasar, March 11
    • 2 replies
    • 207 views
    • 
    • Jakyasar
    • March 12

12. SIMPLE with No NHCE?

    By justanotheradmin, February 20
    • 7 replies
    • 381 views
    • 
    • justanotheradmin
    • February 24

13. Election Period

    By Doogan, February 21
    • 4 replies
    • 216 views
    • 
    • Doogan
    • February 24

14. SIMPLE IRA Late Salary Reduction Contributions

    By Roger389, February 19
    • 5 replies
    • 294 views
    • 
    • Larry Starr
    • February 20

15. SIMPLE IRA excess ER contribution

    By M Norton, February 10
    • 2 replies
    • 239 views
    • 
    • M Norton
    • February 18

16. SIMPLE IRA - many issues, many years - Fixable?

    By DR245, February 11
    • 5 replies
    • 386 views
    • 
    • Gary Lesser
    • February 18

17. Contributions to SEP that violate 415(c)

    By Luke Bailey, December 10, 2019
    • 6 replies
    • 371 views
    • 
    • Gary Lesser
    • February 18

18. SIMPLE IRA for 2020 - too late to stop and replace with 401(k)?

    By lisabroc, January 27
    • 3 replies
    • 655 views
    • 
    • lisabroc
    • January 29

19. SEP IRA question

    By Doublehill, January 3
    • 3 replies
    • 480 views
    • 
    • spiritrider
    • January 6

20. SEP Contribution in year of business closure

    By K. Hutcherson, December 12, 2019
    • 2 replies
    • 570 views
    • 
    • Larry Starr
    • December 12, 2019

21. SIMPLE IRA for 1 of 2 Sch-C spouses

    By M Norton, December 10, 2019
    • 3 replies
    • 282 views
    • 
    • spiritrider
    • December 11, 2019

22. LLC partner draws to C Corp for SEP IRA

    By TKH, December 6, 2019   

    • controlled group or not?
    • sep ira
    • 2 replies
    • 289 views
    • 
    • Larry Starr
    • December 7, 2019

23. SIMPLE IRA - Move from 5305 to 5304

    By MjInvestments, December 3, 2019
    • 2 replies
    • 418 views
    • 
    • Appleby
    • December 4, 2019

24. SIMPLE IRA Termination

    By mlp0816, November 18, 2019
    • 12 replies
    • 505 views
    • 
    • Larry Starr
    • November 24, 2019

25. Concerns w/ Financial Advisor Handling SIMPLE IRA

    By EDB, November 6, 2019
    • 5 replies
    • 500 views
    • 
    • Bird
    • November 8, 2019