SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. Annuity in SEP

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

2. Acquired company with a Simple 401(k)

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

3. SEP Short Plan Year

   By Guest CJDwyer, September 4, 2002
   • 2 replies
   • 2.1k views
   • 
   • Gary Lesser
   • November 26, 2012

4. SEP-IRA account title

   By B21, October 11, 2012
   • 1 reply
   • 3.5k views
   • 
   • Gary Lesser
   • October 11, 2012

5. Definition of service for SEP

   By Guest Karis Schwent, April 14, 2012
   • 2 replies
   • 1.3k views
   • 
   • Gary Lesser
   • October 10, 2012

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

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

7. SIMPLE IRA in VCP

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

8. Integrated SAR SEP PLan

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

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

   By AKconsult, September 6, 2012
   • 3 replies
   • 1.4k views
   • 
   • shERPA
   • September 7, 2012

10. 5305-SEP, okay to submit a March 2002 version under VCP

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

11. SEP Document - Help or 5305

    By HarleyBabe, August 10, 2012
    • 2 replies
    • 1.7k views
    • 
    • HarleyBabe
    • August 10, 2012

12. SIMPLE IRA mid-yr plan termination due to acquisition?

    By Borsley, August 8, 2012
    • 2 replies
    • 11.5k views
    • 
    • Borsley
    • August 9, 2012

13. Simple: ER contribs and Comp

    By ombskid, August 7, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • August 7, 2012

14. Mistaken Contribution to SEP

    By Dougsbpc, July 31, 2012
    • 3 replies
    • 1.4k views
    • 
    • Borsley
    • August 2, 2012

15. 401(k) Started in year Simple Plan existed

    By rblum50, May 29, 2012
    • 2 replies
    • 1.3k views
    • 
    • rblum50
    • May 30, 2012

16. small business owner needing help with 410K and SIMPLE

    By Guest babysilvertooth, May 16, 2012
    • 4 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • May 16, 2012

17. Self-employed: SEP-IRA plus traditional IRA

    By Lori Friedman, April 12, 2012
    • 3 replies
    • 7k views
    • 
    • Lori Friedman
    • April 12, 2012

18. International student

    By CassandraS, April 9, 2012
    • 7 replies
    • 1.2k views
    • 
    • CassandraS
    • April 10, 2012

19. SIMPLE IRA Transfer of Custodian

    By CLE401kGuy, April 9, 2012
    • 2 replies
    • 1k views
    • 
    • CLE401kGuy
    • April 9, 2012

20. Compensation definition in SIMPLE

    By rfahey, April 4, 2012
    • 2 replies
    • 1.1k views
    • 
    • PensionPro
    • April 4, 2012

21. SEP IRA and 401(k) Plan

    By Guest MTransue, April 2, 2012
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • April 3, 2012

22. Intentional Disqualification of a SIMPLE 401(k)

    By Guest Dressageho, April 2, 2012
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • April 3, 2012

23. Sch. C, Sch. F - aggregate for SEP max?

    By steve-o, March 30, 2012
    • 0 replies
    • 921 views
    • 
    • steve-o
    • March 30, 2012

24. SEP - 2 Partners - K1 Income - Contribution

    By K-t-F, March 29, 2012
    • 7 replies
    • 1.9k views
    • 
    • Belgarath
    • March 30, 2012

25. Is SIMPLE allowed if 100% refund of excess contribution occurs

    By Pension Panda, March 29, 2012
    • 1 reply
    • 974 views
    • 
    • shERPA
    • March 29, 2012