SEP, SARSEP and SIMPLE Plans

1,451 topics in this forum

1. SIMPLE IRA excluded eligible employees

   By ChrisP, 13 hours ago
   • 4 replies
   • 45 views
   • 
   • Luke Bailey
   • 1 hour ago

2. SIMPLE IRA employee contributon - sole prop

   By Santo Gold, April 30
   • 2 replies
   • 286 views
   • 
   • Santo Gold
   • May 3

3. SEP IRA missed employee contribution correction

   By JTWeave, April 24
   • 4 replies
   • 164 views
   • 
   • Luke Bailey
   • April 25

4. Can SIMPLE IRA suspend match

   By Joe Rak, April 1
   • 5 replies
   • 419 views
   • 
   • Luke Bailey
   • April 17

5. 2 companies - Simple IRA Offering?

   By Doogan, March 4
   • 3 replies
   • 220 views
   • 
   • Bill Presson
   • April 13

6. 25% Excise tax waived right?

   By austin3515, April 2
   • 2 replies
   • 194 views
   • 
   • Appleby
   • April 9

7. SEP and 401k in same year

   By AKconsult, February 12, 2018
   • 11 replies
   • 3,566 views
   • 
   • Bill Presson
   • March 16

8. Existing DB plan - adding SEP and deduction

   By Jakyasar, March 11
   • 2 replies
   • 147 views
   • 
   • Jakyasar
   • March 12

9. SIMPLE with No NHCE?

   By justanotheradmin, February 20
   • 7 replies
   • 314 views
   • 
   • justanotheradmin
   • February 24

10. Election Period

    By Doogan, February 21
    • 4 replies
    • 154 views
    • 
    • Doogan
    • February 24

11. SIMPLE IRA Late Salary Reduction Contributions

    By Roger389, February 19
    • 5 replies
    • 211 views
    • 
    • Larry Starr
    • February 20

12. SIMPLE IRA excess ER contribution

    By M Norton, February 10
    • 2 replies
    • 177 views
    • 
    • M Norton
    • February 18

13. SIMPLE IRA - many issues, many years - Fixable?

    By DR245, February 11
    • 5 replies
    • 314 views
    • 
    • Gary Lesser
    • February 18

14. Contributions to SEP that violate 415(c)

    By Luke Bailey, December 10, 2019
    • 6 replies
    • 276 views
    • 
    • Gary Lesser
    • February 18

15. SIMPLE IRA for 2020 - too late to stop and replace with 401(k)?

    By lisabroc, January 27
    • 3 replies
    • 591 views
    • 
    • lisabroc
    • January 29

16. SEP IRA question

    By Doublehill, January 3
    • 3 replies
    • 409 views
    • 
    • spiritrider
    • January 6

17. SEP Contribution in year of business closure

    By K. Hutcherson, December 12, 2019
    • 2 replies
    • 517 views
    • 
    • Larry Starr
    • December 12, 2019

18. SIMPLE IRA for 1 of 2 Sch-C spouses

    By M Norton, December 10, 2019
    • 3 replies
    • 225 views
    • 
    • spiritrider
    • December 11, 2019

19. LLC partner draws to C Corp for SEP IRA

    By TKH, December 6, 2019   

    • controlled group or not?
    • sep ira
    • 2 replies
    • 210 views
    • 
    • Larry Starr
    • December 7, 2019

20. SIMPLE IRA - Move from 5305 to 5304

    By MjInvestments, December 3, 2019
    • 2 replies
    • 288 views
    • 
    • Appleby
    • December 4, 2019

21. SIMPLE IRA Termination

    By mlp0816, November 18, 2019
    • 12 replies
    • 438 views
    • 
    • Larry Starr
    • November 24, 2019

22. Concerns w/ Financial Advisor Handling SIMPLE IRA

    By EDB, November 6, 2019
    • 5 replies
    • 436 views
    • 
    • Bird
    • November 8, 2019

23. 5305-SEP to 401k plan in same yr; ps start date 1/1?

    By TPApril, September 25, 2019
    • 2 replies
    • 1,031 views
    • 
    • Larry Starr
    • September 25, 2019

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

    By Beltane, September 24, 2019
    • 1 reply
    • 232 views
    • 
    • Larry Starr
    • September 24, 2019

25. Company Sponsored SIMPLE IRA PLans

    By mlp0816, September 19, 2019   

    • advising
    • 1 reply
    • 263 views
    • 
    • Bird
    • September 19, 2019