SEP, SARSEP and SIMPLE Plans

1,406 topics in this forum

  1. LLC partners draws only making pretax contributions?

    By mfs - Jackson,   
    • 6 replies
    • 148 views

  2. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown,
    • 5 replies
    • 180 views

  3. Is amendment to SEP discriminatory?

    By Craig Schiller,   
    • 15 replies
    • 2,514 views

  4. Terminating 401(k); Starting SIMPLE

    By MJBais1489,
    • 8 replies
    • 283 views

  5. Sch C SEP for 401(k) participant

    By M Norton,   
    • 3 replies
    • 120 views

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

    By RatherBeGolfing,
    • 9 replies
    • 443 views

  7. SEP sponsored by ineligible employer

    By mariemonroe,
    • 12 replies
    • 239 views

  8. SIMPLE IRA sponsor sells practice

    By M Norton,   
    • 8 replies
    • 221 views

  9. Is a SEP IRA Included?

    By BT,
    • 3 replies
    • 123 views

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

    By AKconsult,
    • 3 replies
    • 248 views

  11. Correct SEP Compensation for S-Corp Owner

    By Jed Macy,   
    • 2 replies
    • 3,358 views

  12. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S.,
    • 7 replies
    • 349 views

  13. SIMPLE rollover to 401(k): related?

    By AlbanyConsultant,
    • 1 reply
    • 201 views

  14. SEP Eligibility Dumb Question #2

    By bzorc,
    • 2 replies
    • 209 views

  15. SEP IRA deductions for non-calendar year question

    By Justin,   
    • 2 replies
    • 182 views

  16. SEP Contribution Allowable? becomes Controlled group mid year?

    By Pammie57,
    • 3 replies
    • 149 views

  17. SIMPLE IRA Match Question

    By coleboy,
    • 1 reply
    • 123 views

  18. Deducted Simple Contributions from Employee but never signed employee up for plan nor ever gave any notice of participation

    By Meem,   
    • 2 replies
    • 190 views

  19. Re-Characterization as Catch up

    By coleboy,
    • 2 replies
    • 137 views

  20. SEP Eligibility - Dumb Question

    By bzorc,
    • 4 replies
    • 395 views

  21. SIMPLE contribution not really "receivable"?

    By pmacduff,
    • 1 reply
    • 173 views

  22. Nonresponsive participant

    By austin3515,
    • 3 replies
    • 333 views

  23. Company with SIMPLE IRA bought by Company with 401k

    By coleboy,
    • 7 replies
    • 471 views

  24. Controlled group and SImple IRA

    By Tom,
    • 4 replies
    • 411 views

  25. SEP and 401k in same year

    By AKconsult,
    • 8 replies
    • 1,284 views