SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Simple IRA for W-2 employees and 1099s

   By Jeannine, January 13
   • 3 replies
   • 211 views
   • 
   • Bri
   • January 16

2. SIMPLE IRA w/Match, failed to withhold for new employees

   By JHalligan, December 16, 2022
   • 2 replies
   • 249 views
   • 
   • JHalligan
   • December 23, 2022

3. SIMPLE Plan for sole proprietor who has passed away

   By Jennifer, December 21, 2022
   • 1 reply
   • 76 views
   • 
   • Bird
   • December 21, 2022

4. SEP Conversion?

   By Tinman, December 6, 2022
   • 2 replies
   • 179 views
   • 
   • Bird
   • December 6, 2022

5. Simple 401(k) (basics)

   By Basically, November 8, 2022
   • 16 replies
   • 389 views
   • 
   • Basically
   • December 1, 2022

6. Open enrollment

   By Doogan, November 9, 2022
   • 2 replies
   • 117 views
   • 
   • Doogan
   • November 9, 2022

7. SEP IRA with Multiple Businesses

   By austincpa, August 15, 2022
   • 1 reply
   • 297 views
   • 
   • Gary Lesser
   • October 9, 2022

8. SIMPLE contribution limit

   By guaccounts, August 24, 2022
   • 2 replies
   • 283 views
   • 
   • Bill Presson
   • August 25, 2022

9. Simple IRA Eligible Compensation in first year

   By Tom, July 11, 2022
   • 2 replies
   • 239 views
   • 
   • Patricia Neal Jensen
   • July 13, 2022

10. Unable to fund SEP-IRA for undocumented employee

    By Francis, March 9, 2022
    • 12 replies
    • 744 views
    • 
    • Luke Bailey
    • March 11, 2022

11. SIMPLE contributions not made 2019-2021

    By DHoff, November 30, 2021
    • 1 reply
    • 268 views
    • 
    • gc@chimentowebb.com
    • March 6, 2022

12. Excess employer contributions to SIMPLE IRA since 2007

    By gc@chimentowebb.com, February 14, 2022
    • 3 replies
    • 356 views
    • 
    • Bird
    • February 15, 2022

13. Rehired employee

    By Jeff, July 13, 2017   

    • simple ira plan
    • 4 replies
    • 849 views
    • 
    • Gary Lesser
    • February 13, 2022

14. Related employers for SEP?

    By cathyw, February 3, 2022
    • 3 replies
    • 274 views
    • 
    • cathyw
    • February 5, 2022

15. Invalidate SEP IRA and New DB Plan for 2021

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

16. Termination of SIMPLE IRA

    By BTG, December 5, 2008
    • 16 replies
    • 5.7k views
    • 
    • BadgerDon
    • December 16, 2021

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

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

18. SEP + 401(k) contribution

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

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

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

20. Self-employed earnings for SEP

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

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

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

22. Correction of Ineligible Employer for SIMPLE

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

23. Engineering SARSEP Plan

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

24. Remove SEP Contributions?

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

25. Schedule C Negative but 401k already funded

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