SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

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

   By pmacduff, June 29, 2015
   • 14 replies
   • 1.6k views
   • 
   • austin3515
   • June 30, 2015

2. SEP eligibility requirement

   By Zorro1k, June 25, 2015   

   • SEP
   • Eligibility
   • (and 1 more)

     Tagged with:

     • SEP
     • Eligibility
     • Eligible employee
   • 3 replies
   • 1.5k views
   • 
   • QDROphile
   • June 26, 2015

3. SEP Contributions in Error

   By Gilligan, June 2, 2015
   • 1 reply
   • 977 views
   • 
   • Lou S.
   • June 2, 2015

4. SEP & 401(k) same company

   By mathead, May 14, 2015
   • 1 reply
   • 935 views
   • 
   • Lou S.
   • May 14, 2015

5. SIMPLE-IRA contributions made in 2015, 401k to be adopted

   By Belgarath, January 22, 2015
   • 3 replies
   • 1.5k views
   • 
   • Monica Barnard
   • April 30, 2015

6. SEP & traditional IRA

   By ssiesser, April 9, 2015   

   • contribute to both?
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • April 9, 2015

7. Contribution deadline - Employee contributions to SEP-IRA

   By Borsley, July 11, 2013   

   • employee contributions
   • SEP-IRA
   • (and 1 more)

     Tagged with:

     • employee contributions
     • SEP-IRA
     • deadline
   • 3 replies
   • 3.2k views
   • 
   • Mike Preston
   • April 1, 2015

8. SIMPLE-IRA correction under Rev Proc 2013-12 - W-2 coding?

   By Belgarath, March 12, 2015
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • March 12, 2015

9. SIMPLE IRA limits for self employed

   By steve-o, February 24, 2015
   • 0 replies
   • 1.1k views
   • 
   • steve-o
   • February 24, 2015

10. SARSEP restatement

    By B21, February 24, 2015
    • 0 replies
    • 937 views
    • 
    • B21
    • February 24, 2015

11. Simple ira terminated to a "newly established" Safe Harbor 401

    By Lori H, February 9, 2015
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • February 9, 2015

12. Employee will not fill out IRA application

    By austin3515, December 24, 2014
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • December 26, 2014

13. Contribution Limits for 403(b) and SEP IRA plans

    By Guest soccermom, December 16, 2014
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 16, 2014

14. One SEP for owner and another SEP for employees?

    By Guest DaveHead, December 15, 2014   

    • SEP
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • December 16, 2014

15. One Plan Rule

    By Guest CWM, December 12, 2014
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 12, 2014

16. Simple IRA and Safe Harbor 401(k)

    By mlp0816, December 4, 2014
    • 7 replies
    • 3.1k views
    • 
    • Bird
    • December 6, 2014

17. SEP IRA Excess Contributions

    By Guest bill280, November 21, 2014   

    • SEP IRA
    • Tax Problems
    • 9 replies
    • 2.5k views
    • 
    • Bird
    • December 2, 2014

18. Does DOL have jurisdiction over SIMPLE IRAs?

    By Flyboyjohn, November 21, 2014
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • November 21, 2014

19. SIMPLE IRA - more than 2% NEC?

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

20. SEP and 401(k) question

    By cpc0506, October 31, 2014
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • October 31, 2014

21. Off Calendar SEP - Terminating Employees

    By ubermax, August 6, 2014
    • 10 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 31, 2014

22. SEP IRA - Short Plan YEar?

    By austin3515, September 10, 2014
    • 8 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 31, 2014

23. SEP IRA - contribution classification

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

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

    By UM1234, September 26, 2014
    • 8 replies
    • 2k views
    • 
    • Belgarath
    • October 9, 2014

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

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