SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. Deferrals of Partners and Sole Proprietors

   By Guest Thornton, April 10, 2008
   • 4 replies
   • 2.6k views
   • 
   • Gary Lesser
   • May 9, 2008

2. Late Deferral Deposits SIMPLE 401(k)

   By Guest KateSmithVA, September 11, 2008
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • September 11, 2008

3. SIMPLE IRA for the self employed

   By Guest BruceC, September 21, 2008
   • 4 replies
   • 2k views
   • 
   • Guest
   • September 23, 2008

4. Simple to 401k Invalidation Followup Question

   By Guest Grumbles, December 16, 2008
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • December 17, 2008

5. Setting up a SEP for church employees

   By MBCarey, April 3, 2009
   • 4 replies
   • 1.6k views
   • 
   • MBCarey
   • April 7, 2009

6. SEP Amendment Mid-Year?

   By Guest Steve Benjamin, May 11, 2009
   • 4 replies
   • 1.8k views
   • 
   • Appleby
   • May 14, 2009

7. SEP - Union EE's (Collectively Bargained) only

   By PainPA, July 26, 2009
   • 4 replies
   • 1.4k views
   • 
   • rcline46
   • July 30, 2009

8. Rollover from SIMPLE 401(k) to SIMPLE IRA

   By billfgrady, October 20, 2009
   • 4 replies
   • 1.6k views
   • 
   • Gary Lesser
   • October 20, 2009

9. Defined Benefit and SEP IRA

   By Guest AbbyP, October 26, 2009
   • 4 replies
   • 17.4k views
   • 
   • mwyatt
   • October 27, 2009

10. Relationship of contribution limits between SEP-IRA and SARSEP

    By Guest smrosenberry, December 26, 2010
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 28, 2010

11. One Year of Service

    By Dazednconfused, January 11, 2011
    • 4 replies
    • 918 views
    • 
    • Dazednconfused
    • January 14, 2011

12. SEP

    By Fisher, March 3, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • May 16, 2011

13. Correcting a SEP with Excess Contributions

    By Guest bpsep, August 12, 2011
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • August 13, 2011

14. 401k and SIMPLE total deferral limit

    By Guest Peggy806, August 31, 2011
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

15. Requiring Participation in SIMPLE IRA

    By holdco, December 29, 2011
    • 4 replies
    • 5.7k views
    • 
    • masteff
    • December 30, 2011

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. SEP employee contributions

    By Guest robmc, March 12, 2013
    • 4 replies
    • 1.2k views
    • 
    • masteff
    • March 13, 2013

18. SEP & statutory employee W2 income

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

19. SEP and 401(k) Profit Sharing

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

20. SARSEP Plan with son of business owner eligible

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

21. 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

22. Funding SIMPLE receivable after rollovers to 401(k)

    By Young Curmudgeon, July 15, 2014
    • 4 replies
    • 1.2k views
    • 
    • masteff
    • July 17, 2014

23. Employee will not fill out IRA application

    By austin3515, December 24, 2014
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • December 26, 2014

24. SEP funding and filing tax return

    By ombskid, April 12, 2016
    • 4 replies
    • 780 views
    • 
    • Belgarath
    • April 13, 2016

25. Moving funds from a traditional IRA to a SIMPLE IRA due to bank error

    By rpolich, June 2, 2016   

    • IRA
    • SIMPLE
    • 4 replies
    • 851 views
    • 
    • Bird
    • June 3, 2016