SEP, SARSEP and SIMPLE Plans

1,488 topics in this forum

1. SIMPLE contribution limit

   By guaccounts, August 24
   • 2 replies
   • 219 views
   • 
   • Bill Presson
   • August 25

2. SEP IRA with Multiple Businesses

   By austincpa, August 15
   • 0 replies
   • 155 views
   • 
   • austincpa
   • August 15

3. Simple IRA Eligible Compensation in first year

   By Tom, July 11
   • 2 replies
   • 182 views
   • 
   • Patricia Neal Jensen
   • July 13

4. Unable to fund SEP-IRA for undocumented employee

   By Francis, March 9
   • 12 replies
   • 657 views
   • 
   • Luke Bailey
   • March 11

5. SIMPLE contributions not made 2019-2021

   By DHoff, November 30, 2021
   • 1 reply
   • 220 views
   • 
   • gc@chimentowebb.com
   • March 6

6. Excess employer contributions to SIMPLE IRA since 2007

   By gc@chimentowebb.com, February 14
   • 3 replies
   • 308 views
   • 
   • Bird
   • February 15

7. Rehired employee

   By Jeff, July 13, 2017   

   • simple ira plan
   • 4 replies
   • 777 views
   • 
   • Gary Lesser
   • February 13

8. Related employers for SEP?

   By cathyw, February 3
   • 3 replies
   • 218 views
   • 
   • cathyw
   • February 5

9. Invalidate SEP IRA and New DB Plan for 2021

   By Ananda, December 17, 2021
   • 3 replies
   • 297 views
   • 
   • CuseFan
   • December 17, 2021

10. Termination of SIMPLE IRA

    By BTG, December 5, 2008
    • 16 replies
    • 5.5k views
    • 
    • BadgerDon
    • December 16, 2021

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

    By pmacduff, November 29, 2021
    • 4 replies
    • 284 views
    • 
    • pmacduff
    • November 30, 2021

12. SEP + 401(k) contribution

    By Dobber, November 18, 2021
    • 2 replies
    • 396 views
    • 
    • spiritrider
    • November 30, 2021

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

    By AJC, August 22, 2021
    • 4 replies
    • 414 views
    • 
    • AJC
    • September 3, 2021

14. Self-employed earnings for SEP

    By B21, August 31, 2021
    • 2 replies
    • 332 views
    • 
    • Bird
    • September 1, 2021

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

    By Old Reliable, August 24, 2021
    • 2 replies
    • 330 views
    • 
    • CuseFan
    • August 25, 2021

16. Correction of Ineligible Employer for SIMPLE

    By 401 Chaos, July 30, 2021
    • 0 replies
    • 381 views
    • 
    • 401 Chaos
    • July 30, 2021

17. Engineering SARSEP Plan

    By ERISA-Bubs, February 1, 2018
    • 9 replies
    • 1.3k views
    • 
    • Suzanne85
    • July 9, 2021

18. Remove SEP Contributions?

    By Dazednconfused, July 8, 2021
    • 2 replies
    • 622 views
    • 
    • JackS
    • July 8, 2021

19. Schedule C Negative but 401k already funded

    By austin3515, July 7, 2021
    • 10 replies
    • 551 views
    • 
    • bito'money
    • July 7, 2021

20. SEP IRA 3-Year Eligibility Requirement

    By Claude, May 17, 2021
    • 2 replies
    • 477 views
    • 
    • CuseFan
    • May 18, 2021

21. Per Diem Employees

    By Doogan, March 23, 2021
    • 4 replies
    • 593 views
    • 
    • Doogan
    • March 23, 2021

22. SEP Transition to Simple with Funding

    By NeedhelpREsep, March 12, 2021
    • 2 replies
    • 387 views
    • 
    • NeedhelpREsep
    • March 16, 2021

23. 410(b) Coverage Transition Period and SIMPLE IRA

    By JustMe, February 26, 2021
    • 0 replies
    • 512 views
    • 
    • JustMe
    • February 26, 2021

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

    By AnnM, February 16, 2021   

    • sep
    • cross test
    • (and 3 more)

      Tagged with:

      • sep
      • cross test
      • abpt
      • abt
      • gateway minimum
    • 2 replies
    • 536 views
    • 
    • AnnM
    • February 18, 2021

25. Multiple SEP Plans for One Employer

    By JustMe, February 16, 2021
    • 3 replies
    • 655 views
    • 
    • JustMe
    • February 17, 2021