SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. SEP IRA Excess Contributions

   By Guest bill280, November 21, 2014   

   • SEP IRA
   • Tax Problems
   • 9 replies
   • 2.4k views
   • 
   • Bird
   • December 2, 2014

2. Does DOL have jurisdiction over SIMPLE IRAs?

   By Flyboyjohn, November 21, 2014
   • 1 reply
   • 1.4k views
   • 
   • Kevin C
   • November 21, 2014

3. SIMPLE IRA - more than 2% NEC?

   By Spencer, November 6, 2014
   • 3 replies
   • 895 views
   • 
   • Spencer
   • November 6, 2014

4. SEP and 401(k) question

   By cpc0506, October 31, 2014
   • 3 replies
   • 1k views
   • 
   • Lou S.
   • October 31, 2014

5. Off Calendar SEP - Terminating Employees

   By ubermax, August 6, 2014
   • 10 replies
   • 1.2k views
   • 
   • Gary Lesser
   • October 31, 2014

6. SEP IRA - Short Plan YEar?

   By austin3515, September 10, 2014
   • 8 replies
   • 1.3k views
   • 
   • Gary Lesser
   • October 31, 2014

7. SEP IRA - contribution classification

   By Guest br6k, October 12, 2014
   • 2 replies
   • 1.4k views
   • 
   • Appleby
   • October 20, 2014

8. Can you roll annual SEP contributions into 401(k) each year?

   By UM1234, September 26, 2014
   • 8 replies
   • 1.8k views
   • 
   • Belgarath
   • October 9, 2014

9. Terminationg SIMPLE IRA - New 401(k) Plan

   By 52626, September 24, 2014
   • 1 reply
   • 999 views
   • 
   • Flyboyjohn
   • September 24, 2014

10. Sep IRA exception to age 70 1/2 RMD?

    By Jim Chad, September 9, 2014
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 9, 2014

11. Can a small business owner offer both a SIMPLE IRA and a SEP IRA?

    By Gudgergirl, August 6, 2014
    • 3 replies
    • 1.7k views
    • 
    • sbutler
    • August 29, 2014

12. Newer Employer

    By austin3515, August 14, 2014
    • 3 replies
    • 818 views
    • 
    • Bird
    • August 15, 2014

13. Funding SIMPLE receivable after rollovers to 401(k)

    By Young Curmudgeon, July 15, 2014
    • 4 replies
    • 1.2k views
    • 
    • masteff
    • July 17, 2014

14. SIMPLE IRA / 401(k) Scenario

    By amcorson, July 8, 2014
    • 1 reply
    • 1k views
    • 
    • masteff
    • July 8, 2014

15. How to stop a SIMPLE IRA plan mid year

    By rfahey, July 3, 2014
    • 2 replies
    • 1.6k views
    • 
    • Flyboyjohn
    • July 7, 2014

16. SIMPLE IRA - amending the plan to change eligibility requirements

    By taxllm, June 18, 2014
    • 2 replies
    • 2.4k views
    • 
    • taxllm
    • June 19, 2014

17. Rollover from SIMPLE IRA to 401K

    By rfahey, June 16, 2014
    • 1 reply
    • 970 views
    • 
    • masteff
    • June 16, 2014

18. SEP & SIMPLE IRAS

    By Felicia, June 12, 2014   

    • ERISA
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • June 13, 2014

19. Can SIMPLE IRAs be setup in an Omnibus environment

    By Guest dmmst3, June 9, 2014   

    • simple ira omnibus
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 9, 2014

20. Adoption of 401k with SIMPLE

    By Earl, May 28, 2014
    • 3 replies
    • 1k views
    • 
    • Earl
    • May 28, 2014

21. Eligible for SEP?

    By Dougsbpc, May 24, 2014
    • 1 reply
    • 923 views
    • 
    • Bird
    • May 27, 2014

22. SAR SEP Plan with aduld child and wife of owner

    By rfahey, May 9, 2014
    • 2 replies
    • 971 views
    • 
    • Jim Chad
    • May 9, 2014

23. Simple IRA & VCP

    By B21, March 26, 2014
    • 5 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • April 24, 2014

24. SEP-IRA deduction for part of year as solo

    By Guest noans, April 10, 2014
    • 8 replies
    • 1.3k views
    • 
    • Flyboyjohn
    • April 23, 2014

25. Eligibility for SEP plans - entry date - employed as of certain date

    By Guest dvandaeler, April 16, 2014   

    • Eligibility
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • April 17, 2014