SEP, SARSEP and SIMPLE Plans

1,398 topics in this forum

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

   By AKconsult, September 25
   • 3 replies
   • 199 views
   • 
   • Larry Starr
   • September 25

2. Correct SEP Compensation for S-Corp Owner

   By Jed Macy, October 21, 2016   

   • S-Corp SEP Comp Health Ins
   • 2 replies
   • 2,840 views
   • 
   • ERICH LAW, PLLC
   • September 22

3. Starting Qualified Plan When SIMPLE-IRA exists

   By Lou S., July 31
   • 7 replies
   • 285 views
   • 
   • Larry Starr
   • September 20

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

   By AlbanyConsultant, September 12
   • 1 reply
   • 160 views
   • 
   • PensionPro
   • September 12

5. SEP Eligibility Dumb Question #2

   By bzorc, August 31
   • 2 replies
   • 162 views
   • 
   • bzorc
   • September 4

6. SEP IRA deductions for non-calendar year question

   By Justin, August 7   

   • sep ira
   • sep
   • 2 replies
   • 149 views
   • 
   • Justin
   • August 21

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

   By Pammie57, August 20
   • 3 replies
   • 87 views
   • 
   • PensionPro
   • August 21

8. SIMPLE IRA Match Question

   By coleboy, August 16
   • 1 reply
   • 99 views
   • 
   • Belgarath
   • August 16

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

   By Meem, August 10   

   • simple plan
   • erisa no match or plan set up
   • 2 replies
   • 163 views
   • 
   • Larry Starr
   • August 13

10. Re-Characterization as Catch up

    By coleboy, August 8
    • 2 replies
    • 108 views
    • 
    • coleboy
    • August 8

11. SEP Eligibility - Dumb Question

    By bzorc, June 27
    • 4 replies
    • 356 views
    • 
    • Bird
    • June 28

12. SIMPLE contribution not really "receivable"?

    By pmacduff, June 25
    • 1 reply
    • 152 views
    • 
    • Larry Starr
    • June 26

13. Nonresponsive participant

    By austin3515, June 11
    • 3 replies
    • 268 views
    • 
    • Larry Starr
    • June 11

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

    By coleboy, May 16
    • 7 replies
    • 419 views
    • 
    • coleboy
    • May 24

15. Controlled group and SImple IRA

    By Tom, May 9
    • 4 replies
    • 300 views
    • 
    • Larry Starr
    • May 11

16. SEP and 401k in same year

    By AKconsult, February 12
    • 8 replies
    • 966 views
    • 
    • JackS
    • May 10

17. Acquired Company with SIMPLE IRA

    By 52626, April 19
    • 0 replies
    • 231 views
    • 
    • 52626
    • April 19

18. SIMPLE IRA deposit error

    By lisabroc, April 17
    • 1 reply
    • 175 views
    • 
    • Larry Starr
    • April 17

19. One Spouse is self employed and has SEP

    By Scuba 401, April 10
    • 1 reply
    • 220 views
    • 
    • spiritrider
    • April 11

20. Can acquired employer with SIMPLE IRA continue to maintain the plan after acquisition?

    By calexbraska, March 20
    • 5 replies
    • 656 views
    • 
    • Luke Bailey
    • March 22

21. Can employer not provide SIMPLE match for one former employee?

    By frank1971, March 7
    • 2 replies
    • 230 views
    • 
    • Bob the Swimmer
    • March 19
22. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    Topic was merged with Question: SIMPLE and Profit Sharing, off-calendar fiscal year

23. SIMPLE IRA for an LLC owner

    By Guest Elfman, July 6, 2005
    • 13 replies
    • 7,658 views
    • 
    • Flyboyjohn
    • February 15

24. Simple IRA Late Employee Contribution

    By Kally, February 1
    • 4 replies
    • 431 views
    • 
    • spiritrider
    • February 5

25. Engineering SARSEP Plan

    By ERISA-Bubs, February 1
    • 6 replies
    • 447 views
    • 
    • Alex
    • February 2