SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. SIMPLE correction procedures

   By Santo Gold, April 1, 2014
   • 1 reply
   • 922 views
   • 
   • Gary Lesser
   • April 7, 2014

2. What is compensation for purposes of SEP using Form 5305A-SEP

   By Gudgergirl, February 21, 2014
   • 1 reply
   • 2k views
   • 
   • Gary Lesser
   • April 7, 2014

3. Can an excess contribution to a SEP/IRA be rolled into a solo 401k?

   By Guest Taxlady1040, March 6, 2014   

   • excess contribution
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • April 7, 2014

4. Terminating Keogh & Adopting SEP -IRA Same Cal Yr

   By Guest kprhok, August 27, 2012
   • 8 replies
   • 4.9k views
   • 
   • Fisher
   • April 1, 2014

5. SEP for person with income from W2 and 1099

   By Guest LLCNewbie, March 21, 2014
   • 1 reply
   • 2.8k views
   • 
   • masteff
   • March 21, 2014

6. Is excessSEP/IRA contribution also subject to early distribution penalty of 10%?

   By Guest Taxlady1040, March 19, 2014
   • 3 replies
   • 1.1k views
   • 
   • masteff
   • March 19, 2014

7. Procedure for correcting 2012 excess SEP/IRA contribution

   By Guest Taxlady1040, March 7, 2014   

   • excess contribution
   • 6 replies
   • 7.2k views
   • 
   • masteff
   • March 7, 2014

8. Eligible Employers

   By austin3515, March 6, 2014
   • 1 reply
   • 837 views
   • 
   • Belgarath
   • March 7, 2014

9. Employer terminates SIMPLE plan without giving employees notice

   By Guest Nimrey, February 25, 2014   

   • SIMPLE
   • Termination
   • (and 2 more)

     Tagged with:

     • SIMPLE
     • Termination
     • notice
     • 60 days
   • 4 replies
   • 1.5k views
   • 
   • GMK
   • February 25, 2014

10. SEP Years of Service for Spouse

    By jukeboy56, February 15, 2014
    • 2 replies
    • 986 views
    • 
    • Lou S.
    • February 18, 2014

11. SEP and a 401k

    By Tom Poje, February 17, 2014
    • 1 reply
    • 972 views
    • 
    • ETA Consulting LLC
    • February 18, 2014

12. 5304 or 5305....

    By K-t-F, February 4, 2014
    • 7 replies
    • 3k views
    • 
    • K-t-F
    • February 4, 2014

13. SARSEP Plan with son of business owner eligible

    By rfahey, January 14, 2014
    • 4 replies
    • 952 views
    • 
    • BG5150
    • January 24, 2014

14. Successor Employer

    By cdavis25, January 7, 2014
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • January 23, 2014

15. Small Doctor Group - Emergency Room Setting

    By CLE401kGuy, January 20, 2014
    • 2 replies
    • 1k views
    • 
    • Flyboyjohn
    • January 22, 2014

16. SEP

    By Guest ingridak, January 22, 2014   

    • union
    • status change non-union
    • 2 replies
    • 919 views
    • 
    • Guest
    • January 22, 2014

17. SARSEP - Can EE opt out?

    By Guest Roger K., January 14, 2014
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • January 14, 2014

18. Moving the assets of a SIMPLE

    By K-t-F, January 10, 2014
    • 10 replies
    • 2.2k views
    • 
    • Borsley
    • January 13, 2014

19. Form 5330: Does a SEP-IRA have a "plan number"?

    By Guest EmployeeBenefitsAttorney, January 2, 2014
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 2, 2014

20. Individually-Designed SEP

    By jpod, December 20, 2013
    • 6 replies
    • 1.4k views
    • 
    • masteff
    • December 23, 2013

21. Disqualify a SIMPLE Plan with $200 of Employer match in this year

    By Jim Chad, July 26, 2013
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • December 23, 2013

22. Salary Reduction SEP Contribution for Self Employed

    By rfahey, May 21, 2013
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • December 21, 2013

23. Getting rid of a SIMPLE due to adoption of another plan

    By Bird, September 21, 2013
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • December 21, 2013

24. SIMPLE IRA Question

    By bzorc, December 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • bzorc
    • December 13, 2013

25. SIMPLE IRA Investment Election

    By Fisher, September 18, 2013
    • 1 reply
    • 928 views
    • 
    • ETA Consulting LLC
    • September 18, 2013