SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. SIMPLE IRA Question

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

2. 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

3. SIMPLE IRA Investment Election

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

4. SIMPLE and 401(k) in a controlled group

   By MarZDoates, August 13, 2013
   • 7 replies
   • 4.3k views
   • 
   • anspai
   • December 14, 2016

5. Who can sponsor a SIMPLE?

   By Santo Gold, August 7, 2013
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • August 7, 2013

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

   By Jim Chad, July 26, 2013
   • 2 replies
   • 1.3k views
   • 
   • Jim Chad
   • December 23, 2013

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
   • 3k views
   • 
   • Mike Preston
   • April 1, 2015

8. SEP Problem

   By Guest ohioattorney, June 28, 2013
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • June 28, 2013

9. Salary Reduction SEP Contribution for Self Employed

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

10. Participation in multiple SEPs

    By Young Curmudgeon, May 14, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • May 14, 2013

11. SEP and 401(k) Profit Sharing

    By ombskid, May 10, 2013
    • 4 replies
    • 1.8k views
    • 
    • ombskid
    • June 19, 2013

12. SEP IRA and another IRA?

    By Spencer, May 9, 2013
    • 2 replies
    • 1k views
    • 
    • Spencer
    • May 10, 2013

13. SAR SEP Plan ADP test

    By rfahey, May 9, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • May 10, 2013

14. SIMPLE + 401(k)

    By Just Me, May 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

15. Frozen SEPS

    By thepensionmaven, April 4, 2013
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • April 5, 2013

16. SEP IRA contributions for owner, but not employees?

    By Guest hb95, April 3, 2013
    • 6 replies
    • 3.4k views
    • 
    • Bird
    • April 4, 2013

17. Timing of SIMPLE funding for a self employed person

    By rfahey, April 1, 2013
    • 1 reply
    • 954 views
    • 
    • ETA Consulting LLC
    • April 2, 2013

18. Exactly what happens to a SIMPLE IRA Plan when a 401(k) is started same year?

    By Jim Chad, March 27, 2013
    • 0 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 27, 2013

19. SEP & statutory employee W2 income

    By B21, March 13, 2013
    • 4 replies
    • 3k views
    • 
    • masteff
    • March 14, 2013

20. SEP employee contributions

    By Guest robmc, March 12, 2013
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • March 13, 2013

21. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 3.5k views
    • 
    • Belgarath
    • January 2, 2019

22. SEP - 01/31 FIscal Year End

    By clangeland, March 7, 2013
    • 2 replies
    • 1.2k views
    • 
    • clangeland
    • March 27, 2013

23. "benefitting": includes loan repayments?

    By AlbanyConsultant, February 25, 2013
    • 1 reply
    • 891 views
    • 
    • masteff
    • February 25, 2013

24. SIMPLE IRA rollovers

    By Benefits 101, February 25, 2013
    • 5 replies
    • 1.1k views
    • 
    • Benefits 101
    • February 25, 2013

25. SIMPLE IRA - over and under matching contributions

    By rblum50, February 19, 2013
    • 1 reply
    • 725 views
    • 
    • Bird
    • February 19, 2013