SEP, SARSEP and SIMPLE Plans

1,457 topics in this forum

1. Can I have a plan if I have SIMPLE?

   By Jakyasar, August 25
   • 6 replies
   • 395 views
   • 
   • Bill Presson
   • August 31

2. SIMPLE and VCP for over 100 ees

   By cdavis25, August 25
   • 0 replies
   • 92 views
   • 
   • cdavis25
   • August 25

3. SERIOUS mishandling of the VCP??

   By DR245, August 21
   • 0 replies
   • 194 views
   • 
   • DR245
   • August 21

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

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

5. Exceeding 100 employees

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

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

   By Ken_BenefitScape, July 7   

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

7. 25% penalty - corrected contributions?

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

8. SIMPLE IRA employee contributon - sole prop

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

9. SEP IRA missed employee contribution correction

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

10. Can SIMPLE IRA suspend match

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

11. 2 companies - Simple IRA Offering?

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

12. 25% Excise tax waived right?

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

13. SEP and 401k in same year

    By AKconsult, February 12, 2018
    • 11 replies
    • 4,119 views
    • 
    • Bill Presson
    • March 16

14. Existing DB plan - adding SEP and deduction

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

15. SIMPLE with No NHCE?

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

16. Election Period

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

17. SIMPLE IRA Late Salary Reduction Contributions

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

18. SIMPLE IRA excess ER contribution

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

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

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

20. Contributions to SEP that violate 415(c)

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

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

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

22. SEP IRA question

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

23. SEP Contribution in year of business closure

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

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

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

25. LLC partner draws to C Corp for SEP IRA

    By TKH, December 6, 2019   

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