SEP, SARSEP and SIMPLE Plans

1,432 topics in this forum

1. SIMPLE IRA Termination

   By mlp0816, Monday at 09:26 PM
   • 5 replies
   • 103 views
   • 
   • Larry Starr
   • Tuesday at 06:28 PM

2. Concerns w/ Financial Advisor Handling SIMPLE IRA

   By EDB, November 6
   • 5 replies
   • 229 views
   • 
   • Bird
   • November 8

3. 5305-SEP to 401k plan in same yr; ps start date 1/1?

   By TPApril, September 25
   • 2 replies
   • 918 views
   • 
   • Larry Starr
   • September 25

4. How early may an employer distribute the SIMPLE notice for the next year?

   By Beltane, September 24
   • 1 reply
   • 126 views
   • 
   • Larry Starr
   • September 24

5. Company Sponsored SIMPLE IRA PLans

   By mlp0816, September 19   

   • advising
   • 1 reply
   • 136 views
   • 
   • Bird
   • September 19

6. SIMPLE DFI Wont accept late deposit

   By shERPA, September 10
   • 5 replies
   • 166 views
   • 
   • M Norton
   • September 11

7. from SH 401(k) to SIMPLE

   By M Norton, August 14
   • 3 replies
   • 383 views
   • 
   • ugueth
   • August 20

8. Terminate 401k Mid-Year and the fund SEP-IRA

   By Chris Thomas, August 19
   • 0 replies
   • 100 views
   • 
   • Chris Thomas
   • August 19

9. multiple SIMPLE vendors?

   By AlbanyConsultant, August 5
   • 4 replies
   • 282 views
   • 
   • AlbanyConsultant
   • August 6

10. SIMPLE IRA + 401(k) Plan

    By JustMe, July 11
    • 5 replies
    • 323 views
    • 
    • JustMe
    • July 16

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

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

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

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

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

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

14. Application of Grace Period for SIMPLE

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

15. VCP correction for SIMPLE IRA gone bad

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

16. IRS Audit-CAP Requirement

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

17. Partner SEP Contribution

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

18. SEP AND CASH BALANCE PLANS

    By gcrechale, April 1   

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

19. SEP PLAN DOCUMENT

    By gcrechale, April 1   

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

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

    By M Norton, March 21   

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

21. SEP IRA with no corporation or LLC

    By Dfwguy, March 28   

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

22. SIMPLE IRA gone "bad"

    By Flyboyjohn, March 8   

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

23. 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
    • 264 views
    • 
    • Appleby
    • March 18

24. SIMPLE IRA sponsor wants to skip true-up

    By M Norton, February 28   

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

25. SIMPLE IRA / Excluding 125 Contributions

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