SEP, SARSEP and SIMPLE Plans

1,362 topics in this forum

1. SEP and DC/DB plan from Husband's company

   By Cynchbeast, June 2
   • 3 replies
   • 203 views
   • 
   • Mike Preston
   • June 7

2. SEP Contributions Schedule C Business

   By lktp57, May 25
   • 2 replies
   • 82 views
   • 
   • kcbirm
   • May 25

3. Less restrictive guidance on a SEP IRA

   By senorsassy, May 10   

   • sep ira
   • less restrictive sep ira
   • (and 1 more)

     Tagged with:

     • sep ira
     • less restrictive sep ira
     • 408k restriction
   • 9 replies
   • 215 views
   • 
   • spiritrider
   • May 13

4. Exclude HCE from SEP (related company)

   By 401(k)athryn, May 3
   • 1 reply
   • 123 views
   • 
   • ETA Consulting LLC
   • May 3

5. New tax laws that affects SIMPLE IRA?

   By Lori H, April 25
   • 2 replies
   • 155 views
   • 
   • Flyboyjohn
   • April 26

6. Unreimbursed Partner Expense impact on Partnership SEP Contributions

   By John, April 1   

   • sep
   • upe
   • (and 1 more)

     Tagged with:

     • sep
     • upe
     • partnership
   • 3 replies
   • 260 views
   • 
   • John
   • April 5

7. Establishing a SIMPLE

   By Responsible4Employees, April 3   

   • simple
   • ira
   • (and 2 more)

     Tagged with:

     • simple
     • ira
     • establish
     • notification period
   • 1 reply
   • 155 views
   • 
   • Flyboyjohn
   • April 3

8. Excess Employer Sep contributions

   By Raine, April 1
   • 1 reply
   • 141 views
   • 
   • Mike Preston
   • April 1

9. Egregious SIMPLE IRA violations by employer

   By Ferroplasm, January 13
   • 4 replies
   • 474 views
   • 
   • Kevin C
   • March 22

10. Termination of SIMPLE IRA

    By BTG, December 5, 2008
    • 13 replies
    • 2,687 views
    • 
    • austin3515
    • February 27

11. Contribution Deduction for SEP

    By Dougsbpc, February 20
    • 1 reply
    • 147 views
    • 
    • Bird
    • February 21

12. S corp shareholder simple deferrals not deposited

    By cpa2000, January 23
    • 6 replies
    • 428 views
    • 
    • cpa2000
    • February 13

13. SIMPLE IRA Force-Out Distribution

    By HafnerN1, February 9   

    • simple
    • ira
    • 2 replies
    • 169 views
    • 
    • HafnerN1
    • February 10

14. SIMPLE IRA & VCP Submission

    By SadieJane, February 6
    • 3 replies
    • 167 views
    • 
    • Gary Lesser
    • February 10

15. Acquisition

    By austin3515, November 30, 2016
    • 1 reply
    • 358 views
    • 
    • Gary Lesser
    • February 4

16. Comp Reduced by 125

    By austin3515, January 20
    • 3 replies
    • 221 views
    • 
    • Belgarath
    • January 23

17. SEP and 401k in same year (husband & wife)

    By MGOAdmin, January 12   

    • sep
    • 401k
    • 3 replies
    • 312 views
    • 
    • Gary Lesser
    • January 19

18. SIMPLE IRA for an LLC owner

    By Guest Elfman, July 6, 2005
    • 11 replies
    • 6,193 views
    • 
    • spiritrider
    • December 25, 2016

19. SIMPLE and 401(k) in a controlled group

    By MarZDoates, August 13, 2013
    • 7 replies
    • 3,163 views
    • 
    • anspai
    • December 14, 2016

20. SIMPLE 401k and regular 401k in same year

    By MGOAdmin, October 19, 2016   

    • SIMPLE 401k
    • Multiple Plans
    • 3 replies
    • 680 views
    • 
    • shERPA
    • November 23, 2016

21. Establishing a new plan

    By austin3515, October 22, 2016
    • 2 replies
    • 371 views
    • 
    • austin3515
    • November 21, 2016

22. Prototype SIMPLE IRA's

    By Belgarath, November 7, 2016
    • 1 reply
    • 294 views
    • 
    • ETA Consulting LLC
    • November 7, 2016

23. Midyear amendment to SEP eligible?

    By AlbanyConsultant, October 25, 2016
    • 1 reply
    • 332 views
    • 
    • Belgarath
    • October 25, 2016

24. Correct SEP Compensation for S-Corp Owner

    By Jed Macy, October 21, 2016   

    • S-Corp SEP Comp Health Ins
    • 1 reply
    • 585 views
    • 
    • Lou S.
    • October 21, 2016

25. SEP contribution and 401k match

    By WCC, September 29, 2016
    • 4 replies
    • 402 views
    • 
    • K2retire
    • October 3, 2016