SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. SIMPLE IRA Termination

   By mlp0816, November 18, 2019
   • 12 replies
   • 1.5k views
   • 
   • Larry Starr
   • November 24, 2019

2. Unable to fund SEP-IRA for undocumented employee

   By Francis, March 9, 2022
   • 12 replies
   • 811 views
   • 
   • Luke Bailey
   • March 11, 2022

3. Must update SEP document for EGTRRA if no further contributions under SEP going to be made?

   By LIBERTYKID, October 1, 2002
   • 11 replies
   • 5.5k views
   • 
   • amadeus229
   • September 18, 2015

4. Obtain IRS ruling on individually designed SEP?

   By jstorch, March 14, 2005
   • 11 replies
   • 2.4k views
   • 
   • Gary Lesser
   • March 23, 2005

5. Termination of Simple IRA -- How does story end?

   By Guest CMC, December 6, 2007
   • 11 replies
   • 10.6k views
   • 
   • Guest
   • March 24, 2008

6. Fidelity Bond required?

   By Guest m.n.ouellette, July 16, 2008
   • 11 replies
   • 11.7k views
   • 
   • Gary Lesser
   • July 21, 2008

7. SIMPLE IRA transfer to regular IRA while still employed with the company?

   By Guest bsmith12, January 18, 2009
   • 11 replies
   • 11.8k views
   • 
   • Guest
   • January 28, 2009

8. Royalties as Earned Income for SEP Purposes

   By PJ2009, March 20, 2009
   • 11 replies
   • 6.3k views
   • 
   • Belgarath
   • March 8, 2010

9. SEP and 401k in same year

   By AKconsult, February 12, 2018
   • 11 replies
   • 6.5k views
   • 
   • Bill Presson
   • March 16, 2020

10. Correction methods for failing to make SEP contributions for employees

    By Guest, April 13, 2001
    • 10 replies
    • 3.6k views
    • 
    • Gary Lesser
    • September 24, 2001

11. Sar Sep ?

    By Guest JimJ, February 19, 2002
    • 10 replies
    • 2.2k views
    • 
    • Gary Lesser
    • February 21, 2002

12. Transfer Sep to DB plan

    By alanm, April 3, 2002
    • 10 replies
    • 1.9k views
    • 
    • Gary Lesser
    • October 1, 2002

13. Non-Contributory SEP

    By Guest R. Daestrom, November 19, 2004
    • 10 replies
    • 2.2k views
    • 
    • Appleby
    • November 21, 2004

14. SIMPLE IRA--not notified of eleigbility

    By Guest jerseygirl, January 12, 2011
    • 10 replies
    • 2k views
    • 
    • Kevin C
    • February 28, 2011

15. SIMPLE IRA question

    By Guest jchen78@gmail.com, October 8, 2007
    • 10 replies
    • 3.1k views
    • 
    • John G
    • October 10, 2007

16. ACAs & EACAs In SIMPLEs & SARSEPS

    By jevd, February 27, 2009
    • 10 replies
    • 1.7k views
    • 
    • Gary Lesser
    • March 4, 2009

17. Withdraw a SEP contribution

    By Earl, August 19, 2011
    • 10 replies
    • 2.4k views
    • 
    • Gary Lesser
    • August 23, 2011

18. SEP rollover to 401k Plan

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

19. Moving the assets of a SIMPLE

    By K-t-F, January 10, 2014
    • 10 replies
    • 2.2k views
    • 
    • Borsley
    • January 13, 2014

20. Off Calendar SEP - Terminating Employees

    By ubermax, August 6, 2014
    • 10 replies
    • 1.2k views
    • 
    • Gary Lesser
    • October 31, 2014

21. Schedule C Negative but 401k already funded

    By austin3515, July 7, 2021
    • 10 replies
    • 638 views
    • 
    • bito'money
    • July 7, 2021

22. SIMPLE IRA death settlement

    By Guest Sten Lindquist, July 26, 1999
    • 9 replies
    • 4.1k views
    • 
    • Appleby
    • July 19, 2005

23. Is a Simple IRA plan considered a successor plan

    By Guest Pully, January 27, 1999
    • 9 replies
    • 2.7k views
    • 
    • Gary Lesser
    • July 26, 2001

24. SEP, Partners and Contribution Limits

    By Guest derek, November 2, 1998
    • 9 replies
    • 3.3k views
    • 
    • Gary Lesser
    • August 20, 2002

25. SEP > SIMPLE - Can new contributions be comingled?

    By Guest A. Rostosky, February 6, 2001
    • 9 replies
    • 1.6k views
    • 
    • Appleby
    • May 11, 2001