SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. Unable to fund SEP-IRA for undocumented employee

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

2. SIMPLE contributions not made 2019-2021

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

3. Excess employer contributions to SIMPLE IRA since 2007

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

4. Rehired employee

   By Jeff, July 13, 2017   

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

5. Related employers for SEP?

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

6. Invalidate SEP IRA and New DB Plan for 2021

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

7. Termination of SIMPLE IRA

   By BTG, December 5, 2008
   • 16 replies
   • 5.2k views
   • 
   • BadgerDon
   • December 16, 2021

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

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

9. SEP + 401(k) contribution

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

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

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

11. Self-employed earnings for SEP

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

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

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

13. Correction of Ineligible Employer for SIMPLE

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

14. Engineering SARSEP Plan

    By ERISA-Bubs, February 1, 2018
    • 9 replies
    • 1.2k views
    • 
    • Suzanne85
    • July 9, 2021

15. Remove SEP Contributions?

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

16. Schedule C Negative but 401k already funded

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

17. SEP IRA 3-Year Eligibility Requirement

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

18. Per Diem Employees

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

19. SEP Transition to Simple with Funding

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

20. 410(b) Coverage Transition Period and SIMPLE IRA

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

21. 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
    • 483 views
    • 
    • AnnM
    • February 18, 2021

22. Multiple SEP Plans for One Employer

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

23. SARSEP possible for Non-Profits?

    By NonProfit GC, February 10, 2021
    • 4 replies
    • 468 views
    • 
    • Luke Bailey
    • February 13, 2021

24. SEP IRA - participant question

    By st3rv, January 27, 2021
    • 14 replies
    • 646 views
    • 
    • Mike Preston
    • January 29, 2021

25. SIMPLE IRA 401(k) Controlled Group

    By R. Butler, May 12, 2016
    • 2 replies
    • 1k views
    • 
    • Scuba 401
    • January 11, 2021