SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. Simple IRA missed matching contributions

   By B21, March 28, 2012
   • 1 reply
   • 1.1k views
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   • ETA Consulting LLC
   • March 28, 2012

2. Excess employer match into SIMPLE IRA

   By Guest Diane DuFresne, March 26, 2012
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • March 27, 2012

3. SEP withdrawal for qualified higher education purposes

   By Beltane, February 20, 2012
   • 2 replies
   • 1.2k views
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   • masteff
   • February 21, 2012

4. Are SEP contributions required on compensation received under a salary continuation arrangement?

   By katieinny, February 17, 2012
   • 0 replies
   • 710 views
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   • katieinny
   • February 17, 2012

5. Rules For Sponsoring Both a SEP and a Profit Sharing Plan

   By mming, February 2, 2012
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • February 2, 2012

6. SIMPLE IRA -Exclusive Benefit Plan Rule

   By Fisher, January 25, 2012
   • 1 reply
   • 1.6k views
   • 
   • ETA Consulting LLC
   • January 25, 2012

7. Non-elective contributions limit

   By steve-o, January 24, 2012
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • January 24, 2012

8. SEP rollover to 401k Plan

   By cpc0506, January 20, 2012
   • 10 replies
   • 5.4k views
   • 
   • ETA Consulting LLC
   • January 24, 2012

9. Is Gift for Establishing Rollover IRA or Roth IRA a PT?

   By Gary Lesser, March 29, 2011
   • 9 replies
   • 2.9k views
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   • jpod
   • January 20, 2012

10. Affiliated Service Group w/ SEP & 401K

    By ERISA13, January 5, 2012
    • 2 replies
    • 2.6k views
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    • ERISA13
    • January 11, 2012

11. Requiring Participation in SIMPLE IRA

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

12. Terminating SIMPLE IRA and starting 401(k)

    By cdavis25, December 28, 2011
    • 3 replies
    • 1.4k views
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    • ETA Consulting LLC
    • December 28, 2011

13. ER uses comp from wrong year to calculate SEP contribution

    By katieinny, December 21, 2011
    • 2 replies
    • 1k views
    • 
    • GMK
    • December 21, 2011

14. Discontinuing SIMPLE IRA

    By austin3515, September 20, 2011
    • 6 replies
    • 2.9k views
    • 
    • shERPA
    • December 14, 2011

15. Employee claim for SEP benefits

    By shERPA, December 10, 2011
    • 1 reply
    • 985 views
    • 
    • shERPA
    • December 14, 2011

16. F5305 - shouldn't use model if ever had DB?

    By Guest kprhok, January 29, 2010
    • 2 replies
    • 1.6k views
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    • katieinny
    • December 13, 2011

17. Acquiring SIMPLE IRA

    By Guest CJErisa, November 17, 2011
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • November 18, 2011

18. S Corp SEP funded by C Corp ctrbs?

    By Guest GreenERISA, November 17, 2011
    • 5 replies
    • 1.3k views
    • 
    • masteff
    • November 17, 2011

19. MDRT Information retrieval system

    By Jim Chad, November 11, 2011
    • 0 replies
    • 1.2k views
    • 
    • Jim Chad
    • November 11, 2011

20. 401K and SEP IRA

    By ERISA13, October 11, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 11, 2011

21. Control Group Question - 415(h)

    By Guest Steve Palmer, March 25, 2009
    • 3 replies
    • 3k views
    • 
    • Guest
    • September 13, 2011

22. Do SEPS have the same level of protection from creditors as does let's say a 401(k)?

    By Guest sugar daddy, September 7, 2011
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • September 10, 2011

23. 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

24. SEP and new 401k plan same year?

    By Guest Boots, August 10, 2011
    • 5 replies
    • 4.4k views
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    • ETA Consulting LLC
    • August 24, 2011

25. Differential Pay

    By Felicia, August 22, 2011
    • 2 replies
    • 1.8k views
    • 
    • Felicia
    • August 24, 2011