SEP, SARSEP and SIMPLE Plans

1,423 topics in this forum

1. SIMPLE IRA + 401(k) Plan

   By JustMe, July 11
   • 5 replies
   • 139 views
   • 
   • JustMe
   • Tuesday at 07:03 PM

2. SIMPLE IRA "Plan Number" on Form 14568-D

   By AJC, June 25
   • 1 reply
   • 116 views
   • 
   • jpod
   • June 25

3. Late deposit of SIMPLE IRA deferrals - exclusive plan rule

   By MarZDoates, May 30
   • 0 replies
   • 173 views
   • 
   • MarZDoates
   • May 30

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

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

5. Application of Grace Period for SIMPLE

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

6. VCP correction for SIMPLE IRA gone bad

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

7. IRS Audit-CAP Requirement

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

8. Partner SEP Contribution

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

9. SEP AND CASH BALANCE PLANS

   By gcrechale, April 1   

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

10. SEP PLAN DOCUMENT

    By gcrechale, April 1   

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

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

    By M Norton, March 21   

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

12. SEP IRA with no corporation or LLC

    By Dfwguy, March 28   

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

13. SIMPLE IRA gone "bad"

    By Flyboyjohn, March 8   

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

14. 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
    • 166 views
    • 
    • Appleby
    • March 18

15. SIMPLE IRA sponsor wants to skip true-up

    By M Norton, February 28   

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

16. SIMPLE IRA / Excluding 125 Contributions

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

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

    By M Norton, February 11   

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

18. 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
    • 399 views
    • 
    • Luke Bailey
    • January 22

19. 5305 (model) SEP contributions with Solo 401(k)

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

20. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 2,651 views
    • 
    • Belgarath
    • January 2

21. Terminating 401(k); Starting SIMPLE

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

22. Sch C SEP for 401(k) participant

    By M Norton, December 18, 2018   

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

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

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

24. SEP sponsored by ineligible employer

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

25. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

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