SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. Failure of employer to follow all Simple-IRA steps 1 2

   By Guest Moe Howard2, July 18, 2005
   • 40 replies
   • 7.1k views
   • 
   • Belgarath
   • August 4, 2005

2. Catch-up with SEP & 401k 1 2

   By DP, April 12, 2005
   • 30 replies
   • 6.4k views
   • 
   • Belgarath
   • February 8, 2007

3. Qualification failure ..... Plan Document Failure...?

   By Guest Moe Howard2, April 19, 2005
   • 24 replies
   • 4.2k views
   • 
   • mbozek
   • May 10, 2005

4. integrated SEP for sole prop

   By Guest Bob Monte, August 31, 2001
   • 22 replies
   • 3.6k views
   • 
   • Gary Lesser
   • March 18, 2002

5. SEP

   By Guest lskin, April 12, 2006
   • 21 replies
   • 3.4k views
   • 
   • Bird
   • June 8, 2006

6. RMD Calculation

   By rfahey, January 15, 2013
   • 21 replies
   • 3.3k views
   • 
   • Gary Lesser
   • January 31, 2013

7. partner in law firm wants SEP

   By k man, January 12, 2009
   • 18 replies
   • 2.7k views
   • 
   • QDROphile
   • January 14, 2009

8. Making SEP contributions for terminated employees

   By Guest bmurphy, October 14, 2004
   • 16 replies
   • 9.9k views
   • 
   • Guest
   • January 25, 2005

9. Termination of SIMPLE IRA

   By BTG, December 5, 2008
   • 16 replies
   • 5.9k views
   • 
   • BadgerDon
   • December 16, 2021

10. Simple 401(k) (basics)

    By Basically, November 8, 2022
    • 16 replies
    • 450 views
    • 
    • Basically
    • December 1, 2022

11. Setting up a SIMPLE for Domestic Help

    By Guest TaxBill, June 21, 2002
    • 15 replies
    • 2.2k views
    • 
    • Gary Lesser
    • July 2, 2002

12. SIMPLE IRA SET UP

    By Guest Gary S, January 9, 2007
    • 15 replies
    • 3.5k views
    • 
    • Gary Lesser
    • January 19, 2007

13. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 3.8k views
    • 
    • Belgarath
    • January 2, 2019

14. Prohibited transaction

    By Guest Shelton, April 12, 2002
    • 14 replies
    • 3k views
    • 
    • KJohnson
    • April 29, 2002

15. SEP Integration: Reduction of $40,000 limit

    By katieinny, January 7, 2003
    • 14 replies
    • 2.9k views
    • 
    • Gary Lesser
    • March 17, 2003

16. SIMPLE established by ineligible employer

    By Belgarath, March 1, 2005
    • 14 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 8, 2005

17. SIMPLE IRA, company dissolved, new company 401k?

    By pmacduff, June 29, 2015
    • 14 replies
    • 1.4k views
    • 
    • austin3515
    • June 30, 2015

18. SEP IRA - participant question

    By st3rv, January 27, 2021
    • 14 replies
    • 942 views
    • 
    • Mike Preston
    • January 29, 2021

19. SIMPLE Employer contribution limit

    By Guest Taxwoman, June 29, 2001
    • 13 replies
    • 2.5k views
    • 
    • Gary Lesser
    • July 26, 2001

20. SARSEP - effect of unsigned original adoption agreement

    By Guest blaum8, March 21, 2003
    • 13 replies
    • 3.5k views
    • 
    • Gary Lesser
    • April 10, 2003

21. SIMPLE IRA for an LLC owner

    By Guest Elfman, July 6, 2005
    • 13 replies
    • 10k views
    • 
    • Flyboyjohn
    • February 15, 2018

22. SIMPLE Plan is terminated and new plan is started

    By k man, July 17, 2002
    • 12 replies
    • 1.8k views
    • 
    • R. Butler
    • July 24, 2002

23. Who is included in a SEP?

    By Guest Pat Metallic, June 30, 2005
    • 12 replies
    • 1.9k views
    • 
    • Guest
    • September 8, 2005

24. SIMPLE or SEP for freelance income? (first time post)

    By Guest cn22, March 26, 2007
    • 12 replies
    • 4.3k views
    • 
    • Gary Lesser
    • July 20, 2007

25. SEP sponsored by ineligible employer

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