SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Who can sponsor a SIMPLE?

   By Santo Gold, August 7, 2013
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • August 7, 2013

2. SEP Problem

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

3. SEP and 401(k) Profit Sharing

   By ombskid, May 10, 2013
   • 4 replies
   • 1.9k views
   • 
   • ombskid
   • June 19, 2013

4. Participation in multiple SEPs

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

5. SEP IRA and another IRA?

   By Spencer, May 9, 2013
   • 2 replies
   • 1.1k views
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   • Spencer
   • May 10, 2013

6. SAR SEP Plan ADP test

   By rfahey, May 9, 2013
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • May 10, 2013

7. SIMPLE + 401(k)

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

8. Frozen SEPS

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

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

   By Guest hb95, April 3, 2013
   • 6 replies
   • 3.6k views
   • 
   • Bird
   • April 4, 2013

10. Timing of SIMPLE funding for a self employed person

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

11. New SIMPLE PLan for 2012

    By rfahey, December 4, 2012
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • March 28, 2013

12. 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
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    • Jim Chad
    • March 27, 2013

13. SEP - 01/31 FIscal Year End

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

14. SEP & statutory employee W2 income

    By B21, March 13, 2013
    • 4 replies
    • 3.1k views
    • 
    • masteff
    • March 14, 2013

15. SEP employee contributions

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

16. Operational Failure in SARSEP

    By Spodie, February 5, 2013
    • 3 replies
    • 1.2k views
    • 
    • Spodie
    • March 13, 2013

17. SIMPLE IRA rollovers

    By Benefits 101, February 25, 2013
    • 5 replies
    • 1.3k views
    • 
    • Benefits 101
    • February 25, 2013

18. "benefitting": includes loan repayments?

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

19. SIMPLE IRA - over and under matching contributions

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

20. SIMPLE IRA ELIGIBILITY

    By Guest robmc, January 31, 2013
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

21. RMD Calculation

    By rfahey, January 15, 2013
    • 21 replies
    • 3.3k views
    • 
    • Gary Lesser
    • January 31, 2013

22. SEP HEC exclusion?

    By PAL, January 30, 2013
    • 2 replies
    • 970 views
    • 
    • Gary Lesser
    • January 31, 2013

23. SEP Plan Contribution 2012

    By Guest Curt Stoller, December 7, 2012
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 3, 2013

24. Annuity in SEP

    By KateSmithPA, December 18, 2012
    • 2 replies
    • 969 views
    • 
    • Bird
    • December 18, 2012

25. Acquired company with a Simple 401(k)

    By AndyH, December 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • December 7, 2012