SEP, SARSEP and SIMPLE Plans

1,481 topics in this forum

1. SIMPLE and 401(k) Plans in stock sale

   By pmacduff, Monday at 07:38 PM
   • 4 replies
   • 106 views
   • 
   • pmacduff
   • Tuesday at 09:07 PM

2. SIMPLE contributions not made 2019-2021

   By DHoff, Tuesday at 04:19 PM
   • 0 replies
   • 53 views
   • 
   • DHoff
   • Tuesday at 04:19 PM

3. SEP + 401(k) contribution

   By Dobber, November 18
   • 2 replies
   • 216 views
   • 
   • spiritrider
   • Tuesday at 04:03 AM

4. SIMPLE-IRA Plan Terminating Mid-Year - Is Notice Required

   By AJC, August 22
   • 4 replies
   • 233 views
   • 
   • AJC
   • September 3

5. Self-employed earnings for SEP

   By B21, August 31
   • 2 replies
   • 184 views
   • 
   • Bird
   • September 1

6. Adopted 2020 DB plan retroactive, after already contributed to SEP at broker

   By Old Reliable, August 24
   • 2 replies
   • 198 views
   • 
   • CuseFan
   • August 25

7. Correction of Ineligible Employer for SIMPLE

   By 401 Chaos, July 30
   • 0 replies
   • 264 views
   • 
   • 401 Chaos
   • July 30

8. Engineering SARSEP Plan

   By ERISA-Bubs, February 1, 2018
   • 9 replies
   • 1.1k views
   • 
   • Suzanne85
   • July 9

9. Remove SEP Contributions?

   By Dazednconfused, July 8
   • 2 replies
   • 321 views
   • 
   • JackS
   • July 8

10. Schedule C Negative but 401k already funded

    By austin3515, July 7
    • 10 replies
    • 394 views
    • 
    • bito'money
    • July 7

11. SEP IRA 3-Year Eligibility Requirement

    By Claude, May 17
    • 2 replies
    • 356 views
    • 
    • CuseFan
    • May 18

12. Per Diem Employees

    By Doogan, March 23
    • 4 replies
    • 320 views
    • 
    • Doogan
    • March 23

13. SEP Transition to Simple with Funding

    By NeedhelpREsep, March 12
    • 2 replies
    • 267 views
    • 
    • NeedhelpREsep
    • March 16

14. 410(b) Coverage Transition Period and SIMPLE IRA

    By JustMe, February 26
    • 0 replies
    • 352 views
    • 
    • JustMe
    • February 26

15. Cross Testing a SEP and 401k Plan together?

    By AnnM, February 16   

    • sep
    • cross test
    • (and 3 more)

      Tagged with:

      • sep
      • cross test
      • abpt
      • abt
      • gateway minimum
    • 2 replies
    • 397 views
    • 
    • AnnM
    • February 18

16. Multiple SEP Plans for One Employer

    By JustMe, February 16
    • 3 replies
    • 385 views
    • 
    • JustMe
    • February 17

17. SARSEP possible for Non-Profits?

    By NonProfit GC, February 10
    • 4 replies
    • 377 views
    • 
    • Luke Bailey
    • February 13

18. SEP IRA - participant question

    By st3rv, January 27
    • 14 replies
    • 553 views
    • 
    • Mike Preston
    • January 29

19. SIMPLE IRA 401(k) Controlled Group

    By R. Butler, May 12, 2016
    • 2 replies
    • 908 views
    • 
    • Scuba 401
    • January 11

20. SIMPLE IRA - VCP

    By Scuba 401, December 29, 2020
    • 0 replies
    • 314 views
    • 
    • Scuba 401
    • December 29, 2020

21. Forgot to take tax deduction for SEP contribution

    By arthurkagan, December 25, 2020
    • 2 replies
    • 366 views
    • 
    • spiritrider
    • December 28, 2020

22. SIMPLE IRA - Omit Former Employees - Loopholes?

    By DR245, December 22, 2020
    • 8 replies
    • 364 views
    • 
    • acm_acm
    • December 23, 2020

23. Simple 401(k) Plan converted to Regular 401(k) Plan - 2 year penalty exception

    By TPA Bob, December 7, 2020   

    • simple 401(k)
    • regular 401(k)
    • 1 reply
    • 361 views
    • 
    • AbsolutelyOkayPossibly
    • December 9, 2020

24. Can a SEP operate on a fiscal year?

    By M Norton, November 30, 2020
    • 2 replies
    • 459 views
    • 
    • StephenD
    • December 3, 2020

25. SIMPLE IRA - VCP Correction & New 401(k)

    By EBECatty, December 1, 2020
    • 2 replies
    • 274 views
    • 
    • EBECatty
    • December 1, 2020