SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. SIMPLE IRA - VCP Correction & New 401(k)

   By EBECatty, December 1, 2020
   • 2 replies
   • 321 views
   • 
   • EBECatty
   • December 1, 2020

2. Can a SEP operate on a fiscal year?

   By M Norton, November 30, 2020
   • 2 replies
   • 532 views
   • 
   • StephenD
   • December 3, 2020

3. Compenastion limit on Simple Plan

   By mjf06241972, November 10, 2020
   • 3 replies
   • 480 views
   • 
   • austin3515
   • November 12, 2020

4. Can I have a plan if I have SIMPLE?

   By Jakyasar, August 25, 2020
   • 6 replies
   • 735 views
   • 
   • Bill Presson
   • August 31, 2020

5. SIMPLE and VCP for over 100 ees

   By cdavis25, August 25, 2020
   • 0 replies
   • 270 views
   • 
   • cdavis25
   • August 25, 2020

6. SERIOUS mishandling of the VCP??

   By DR245, August 21, 2020
   • 0 replies
   • 335 views
   • 
   • DR245
   • August 21, 2020

7. Employer wants to pay investment management fees of SEP participants

   By Dave Baker, July 16, 2020
   • 7 replies
   • 1.1k views
   • 
   • Luke Bailey
   • July 23, 2020

8. Exceeding 100 employees

   By bzorc, July 13, 2020
   • 2 replies
   • 487 views
   • 
   • Luke Bailey
   • July 14, 2020

9. SEP Contribution for 2019. When does SEP need to be established.

   By Ken_BenefitScape, July 7, 2020   

   • sep
   • plan entry
   • 2 replies
   • 372 views
   • 
   • Larry Starr
   • July 7, 2020

10. 25% penalty - corrected contributions?

    By DR245, June 18, 2020
    • 3 replies
    • 484 views
    • 
    • Luke Bailey
    • June 19, 2020

11. SIMPLE IRA employee contributon - sole prop

    By Santo Gold, April 30, 2020
    • 2 replies
    • 544 views
    • 
    • Santo Gold
    • May 3, 2020

12. SEP IRA missed employee contribution correction

    By JTWeave, April 24, 2020
    • 4 replies
    • 451 views
    • 
    • Luke Bailey
    • April 25, 2020

13. 25% Excise tax waived right?

    By austin3515, April 2, 2020
    • 2 replies
    • 421 views
    • 
    • Appleby
    • April 9, 2020

14. Can SIMPLE IRA suspend match

    By Joe Rak, April 1, 2020
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 17, 2020

15. Existing DB plan - adding SEP and deduction

    By Jakyasar, March 11, 2020
    • 2 replies
    • 419 views
    • 
    • Jakyasar
    • March 12, 2020

16. 2 companies - Simple IRA Offering?

    By Doogan, March 4, 2020
    • 3 replies
    • 464 views
    • 
    • Bill Presson
    • April 13, 2020

17. Election Period

    By Doogan, February 21, 2020
    • 4 replies
    • 408 views
    • 
    • Doogan
    • February 24, 2020

18. SIMPLE with No NHCE?

    By justanotheradmin, February 20, 2020
    • 7 replies
    • 931 views
    • 
    • justanotheradmin
    • February 24, 2020

19. SIMPLE IRA Late Salary Reduction Contributions

    By Roger389, February 19, 2020
    • 5 replies
    • 507 views
    • 
    • Larry Starr
    • February 20, 2020

20. SIMPLE IRA - many issues, many years - Fixable?

    By DR245, February 11, 2020
    • 5 replies
    • 702 views
    • 
    • Gary Lesser
    • February 18, 2020

21. SIMPLE IRA excess ER contribution

    By M Norton, February 10, 2020
    • 2 replies
    • 473 views
    • 
    • M Norton
    • February 18, 2020

22. SIMPLE IRA for 2020 - too late to stop and replace with 401(k)?

    By lisabroc, January 27, 2020
    • 3 replies
    • 886 views
    • 
    • lisabroc
    • January 29, 2020

23. SEP IRA question

    By Doublehill, January 3, 2020
    • 3 replies
    • 969 views
    • 
    • spiritrider
    • January 6, 2020

24. SEP Contribution in year of business closure

    By K. Hutcherson, December 12, 2019
    • 2 replies
    • 702 views
    • 
    • Larry Starr
    • December 12, 2019

25. SIMPLE IRA for 1 of 2 Sch-C spouses

    By M Norton, December 10, 2019
    • 3 replies
    • 456 views
    • 
    • spiritrider
    • December 11, 2019