SEP, SARSEP and SIMPLE Plans

1,486 topics in this forum

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

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

2. Timing of SIMPLE funding for a self employed person

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

3. New SIMPLE PLan for 2012

   By rfahey, December 4, 2012
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • March 28, 2013

4. 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

5. SEP - 01/31 FIscal Year End

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

6. SEP & statutory employee W2 income

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

7. SEP employee contributions

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

8. Operational Failure in SARSEP

   By Spodie, February 5, 2013
   • 3 replies
   • 1.1k views
   • 
   • Spodie
   • March 13, 2013

9. SIMPLE IRA rollovers

   By Benefits 101, February 25, 2013
   • 5 replies
   • 1.2k views
   • 
   • Benefits 101
   • February 25, 2013

10. "benefitting": includes loan repayments?

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

11. SIMPLE IRA - over and under matching contributions

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

12. SIMPLE IRA ELIGIBILITY

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

13. RMD Calculation

    By rfahey, January 15, 2013
    • 21 replies
    • 3.2k views
    • 
    • Gary Lesser
    • January 31, 2013

14. SEP HEC exclusion?

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

15. SEP Plan Contribution 2012

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

16. Annuity in SEP

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

17. Acquired company with a Simple 401(k)

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

18. SEP Short Plan Year

    By Guest CJDwyer, September 4, 2002
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • November 26, 2012

19. SEP-IRA account title

    By B21, October 11, 2012
    • 1 reply
    • 3.3k views
    • 
    • Gary Lesser
    • October 11, 2012

20. Definition of service for SEP

    By Guest Karis Schwent, April 14, 2012
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • October 10, 2012

21. Sole Proprietorship to Adopt 2011 SEP by Oct 15, 2012

    By Richard Anderson, October 4, 2012
    • 3 replies
    • 970 views
    • 
    • Gary Lesser
    • October 9, 2012

22. SIMPLE IRA in VCP

    By Guest BED, April 26, 2012
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • October 9, 2012

23. Integrated SAR SEP PLan

    By rfahey, October 9, 2012
    • 1 reply
    • 826 views
    • 
    • Gary Lesser
    • October 9, 2012

24. Can owner of business also have a SEP for 1099 income?

    By AKconsult, September 6, 2012
    • 3 replies
    • 1.3k views
    • 
    • shERPA
    • September 7, 2012

25. 5305-SEP, okay to submit a March 2002 version under VCP

    By katieinny, August 10, 2012
    • 1 reply
    • 957 views
    • 
    • Gary Lesser
    • September 7, 2012