SEP, SARSEP and SIMPLE Plans

1,420 topics in this forum

1. Replacing SIMPLE with 401(k) Plan Mid-Year After Correcting SIMPLE Employer Eligibility Failure

   By ERISA11, April 30
   • 4 replies
   • 241 views
   • 
   • ERISA11
   • May 2

2. Application of Grace Period for SIMPLE

   By ERISA11, April 24
   • 4 replies
   • 128 views
   • 
   • ERISA11
   • April 30

3. VCP correction for SIMPLE IRA gone bad

   By Flyboyjohn, April 23
   • 5 replies
   • 196 views
   • 
   • Luke Bailey
   • April 26

4. IRS Audit-CAP Requirement

   By jireh87, April 17
   • 2 replies
   • 136 views
   • 
   • jireh87
   • April 17

5. Partner SEP Contribution

   By mjf06241972, April 9
   • 6 replies
   • 165 views
   • 
   • mjf06241972
   • April 11

6. SEP AND CASH BALANCE PLANS

   By gcrechale, April 1   

   • sep cash balance
   • 5 replies
   • 156 views
   • 
   • Flyboyjohn
   • April 3

7. SEP PLAN DOCUMENT

   By gcrechale, April 1   

   • sep document
   • 1 reply
   • 99 views
   • 
   • Flyboyjohn
   • April 1

8. SEP sponsor changes from Sch C to sub-S corp

   By M Norton, March 21   

   • sep sponsor
   • 6 replies
   • 232 views
   • 
   • FPGuy
   • March 29

9. SEP IRA with no corporation or LLC

   By Dfwguy, March 28   

   • sepira simple ira 401k
   • 3 replies
   • 109 views
   • 
   • jpod
   • March 29

10. SIMPLE IRA gone "bad"

    By Flyboyjohn, March 8   

    • simple ira
    • 2 replies
    • 158 views
    • 
    • shERPA
    • March 18

11. limits SIMPLE IRA and SIMPLE 401k Catchup Limits

    By Renier, March 13   

    • simple 401k
    • simple ira
    • (and 2 more)

      Tagged with:

      • simple 401k
      • simple ira
      • simple plan
      • catchup
    • 3 replies
    • 150 views
    • 
    • Appleby
    • March 18

12. SIMPLE IRA sponsor wants to skip true-up

    By M Norton, February 28   

    • simple ira
    • true up
    • 5 replies
    • 265 views
    • 
    • austin3515
    • March 5

13. SIMPLE IRA / Excluding 125 Contributions

    By austin3515, February 11
    • 1 reply
    • 171 views
    • 
    • Belgarath
    • February 12

14. comp to use for SIMPLE IRA started October 1st

    By M Norton, February 11   

    • simple ira comp
    • 1 reply
    • 101 views
    • 
    • austin3515
    • February 11

15. LLC partners draws only making pretax contributions?

    By mfs - Jackson, January 16   

    • llc
    • simple
    • (and 3 more)

      Tagged with:

      • llc
      • simple
      • draws
      • no wages
      • ira
    • 7 replies
    • 364 views
    • 
    • Luke Bailey
    • January 22

16. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown, December 31, 2018
    • 5 replies
    • 212 views
    • 
    • Larry Starr
    • January 2

17. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 2,608 views
    • 
    • Belgarath
    • January 2

18. Terminating 401(k); Starting SIMPLE

    By MJBais1489, December 19, 2018
    • 8 replies
    • 356 views
    • 
    • ETA Consulting LLC
    • December 23, 2018

19. Sch C SEP for 401(k) participant

    By M Norton, December 18, 2018   

    • sep
    • 401(k)
    • 3 replies
    • 165 views
    • 
    • Appleby
    • December 20, 2018

20. Client with SIMPLE IRA wants to start a 401(k) Plan

    By RatherBeGolfing, October 30, 2018
    • 9 replies
    • 540 views
    • 
    • Sully
    • November 2, 2018

21. SEP sponsored by ineligible employer

    By mariemonroe, October 22, 2018
    • 12 replies
    • 288 views
    • 
    • Luke Bailey
    • October 25, 2018

22. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

    • simple ira
    • 8 replies
    • 254 views
    • 
    • Luke Bailey
    • October 25, 2018

23. Is a SEP IRA Included?

    By BT, October 24, 2018
    • 3 replies
    • 155 views
    • 
    • BT
    • October 25, 2018

24. W2 income from one company used to fund SEP (?)

    By AKconsult, September 25, 2018
    • 3 replies
    • 281 views
    • 
    • Larry Starr
    • September 25, 2018

25. Correct SEP Compensation for S-Corp Owner

    By Jed Macy, October 21, 2016   

    • S-Corp SEP Comp Health Ins
    • 2 replies
    • 4,280 views
    • 
    • ERICH LAW, PLLC
    • September 22, 2018