SEP, SARSEP and SIMPLE Plans

1,448 topics in this forum

1. SEP, Simple Plans and ERISA

   By Guest Learner, May 24, 2006
   • 6 replies
   • 16,711 views
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   • Guest mjb
   • October 28, 2006

2. Defined Benefit and SEP IRA

   By Guest AbbyP, October 26, 2009
   • 4 replies
   • 16,670 views
   • 
   • mwyatt
   • October 27, 2009

3. Fidelity Bond required?

   By Guest m.n.ouellette, July 16, 2008
   • 11 replies
   • 10,708 views
   • 
   • Gary Lesser
   • July 21, 2008

4. SIMPLE IRA transfer to regular IRA while still employed with the company?

   By Guest bsmith12, January 18, 2009
   • 11 replies
   • 10,603 views
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   • Guest bsmith12
   • January 28, 2009

5. Individual SEP IRA's for for LLC Partners

   By Guest smiceli, December 12, 2003
   • 4 replies
   • 10,417 views
   • 
   • panther
   • June 1, 2016

6. 401(k) Rollover to SIMPLE IRA

   By Guest Bob Lees, December 26, 2002
   • 5 replies
   • 10,183 views
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   • Gary Lesser
   • January 2, 2003

7. Terminating a SIMPLE IRA Plan

   By Guest Suanne, September 28, 2006
   • 1 reply
   • 9,390 views
   • 
   • Gary Lesser
   • October 10, 2006

8. Termination of Simple IRA -- How does story end?

   By Guest CMC, December 6, 2007
   • 11 replies
   • 9,322 views
   • 
   • Guest CMC
   • March 24, 2008

9. Late Contributions & No Match to a SIMPLE IRA

   By Guest ButchElfers, March 3, 2004
   • 3 replies
   • 9,115 views
   • 
   • Gary Lesser
   • March 4, 2004

10. SIMPLE IRA mid-yr plan termination due to acquisition?

    By Borsley, August 8, 2012
    • 2 replies
    • 9,079 views
    • 
    • Borsley
    • August 9, 2012

11. SEP IRA--Using the integrated formula

    By Guest ButchElfers, October 23, 2003
    • 4 replies
    • 8,966 views
    • 
    • Gary Lesser
    • March 22, 2005

12. 5304 or 5305

    By rfahey, August 31, 2006
    • 1 reply
    • 8,966 views
    • 
    • WDIK
    • August 31, 2006

13. SIMPLE IRA for an LLC owner

    By Guest Elfman, July 6, 2005
    • 13 replies
    • 8,850 views
    • 
    • Flyboyjohn
    • February 15, 2018

14. Impact of changing from a non-DFI to a DFI plan

    By Guest Richard Plant, August 8, 2007
    • 1 reply
    • 7,365 views
    • 
    • Gary Lesser
    • August 28, 2007

15. Making SEP contributions for terminated employees

    By Guest bmurphy, October 14, 2004
    • 16 replies
    • 7,248 views
    • 
    • Guest gbandy
    • January 25, 2005

16. SEP Contributions after 70-1/2

    By Guest Randy Ehle, October 11, 2000
    • 1 reply
    • 7,104 views
    • 
    • Michael Devault
    • October 11, 2000

17. SEP contribution - sole proprietor's spouse

    By Lori Friedman, June 29, 2006
    • 7 replies
    • 7,065 views
    • 
    • Lori Friedman
    • June 29, 2006

18. Correct SEP Compensation for S-Corp Owner

    By Jed Macy, October 21, 2016   

    • S-Corp SEP Comp Health Ins
    • 2 replies
    • 6,900 views
    • 
    • ERICH LAW, PLLC
    • September 22, 2018

19. Self-employed: SEP-IRA plus traditional IRA

    By Lori Friedman, April 12, 2012
    • 3 replies
    • 6,642 views
    • 
    • Lori Friedman
    • April 12, 2012

20. Eligibility for a SIMPLE IRA

    By Guest Jensen, May 27, 2008
    • 3 replies
    • 6,625 views
    • 
    • jevd
    • May 28, 2008

21. Simple IRA to Simple 401(k) Midyear Conversion

    By Guest mfitzgerald, March 31, 2008
    • 5 replies
    • 6,574 views
    • 
    • Bird
    • July 21, 2008

22. Procedure for correcting 2012 excess SEP/IRA contribution

    By Guest Taxlady1040, March 7, 2014   

    • excess contribution
    • 6 replies
    • 6,515 views
    • 
    • masteff
    • March 7, 2014

23. LLC, K-1 and SEP

    By Guest dbvail, May 21, 2010
    • 8 replies
    • 6,155 views
    • 
    • Guest dbvail
    • May 23, 2010

24. IRAs and Escheatment Fees

    By Guest LeslieMM, November 3, 2003
    • 9 replies
    • 5,866 views
    • 
    • Gary Lesser
    • November 8, 2003

25. Freeze or Terminate 401(k), Start SIMPLE

    By MarZDoates, November 1, 2005
    • 7 replies
    • 5,777 views
    • 
    • Guest mjb
    • November 22, 2005