SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. Contributions to SEP that violate 415(c)

   By Luke Bailey, December 10, 2019
   • 6 replies
   • 714 views
   • 
   • Gary Lesser
   • February 18, 2020

2. LLC partner draws to C Corp for SEP IRA

   By TKH, December 6, 2019   

   • controlled group or not?
   • sep ira
   • 2 replies
   • 441 views
   • 
   • Larry Starr
   • December 7, 2019

3. SIMPLE IRA - Move from 5305 to 5304

   By MjInvestments, December 3, 2019
   • 2 replies
   • 1.5k views
   • 
   • Appleby
   • December 4, 2019

4. SIMPLE IRA Termination

   By mlp0816, November 18, 2019
   • 12 replies
   • 1.2k views
   • 
   • Larry Starr
   • November 24, 2019

5. Concerns w/ Financial Advisor Handling SIMPLE IRA

   By EDB, November 6, 2019
   • 5 replies
   • 636 views
   • 
   • Bird
   • November 8, 2019

6. 5305-SEP to 401k plan in same yr; ps start date 1/1?

   By TPApril, September 25, 2019
   • 2 replies
   • 1.2k views
   • 
   • Larry Starr
   • September 25, 2019

7. How early may an employer distribute the SIMPLE notice for the next year?

   By Beltane, September 24, 2019
   • 1 reply
   • 354 views
   • 
   • Larry Starr
   • September 24, 2019

8. Company Sponsored SIMPLE IRA PLans

   By mlp0816, September 19, 2019   

   • advising
   • 1 reply
   • 377 views
   • 
   • Bird
   • September 19, 2019

9. SIMPLE DFI Wont accept late deposit

   By shERPA, September 10, 2019
   • 5 replies
   • 388 views
   • 
   • M Norton
   • September 11, 2019

10. Terminate 401k Mid-Year and the fund SEP-IRA

    By Chris Thomas, August 19, 2019
    • 0 replies
    • 331 views
    • 
    • Chris Thomas
    • August 19, 2019

11. from SH 401(k) to SIMPLE

    By M Norton, August 14, 2019
    • 3 replies
    • 621 views
    • 
    • ugueth
    • August 20, 2019

12. multiple SIMPLE vendors?

    By AlbanyConsultant, August 5, 2019
    • 4 replies
    • 451 views
    • 
    • AlbanyConsultant
    • August 6, 2019

13. SIMPLE IRA + 401(k) Plan

    By JustMe, July 11, 2019
    • 5 replies
    • 709 views
    • 
    • JustMe
    • July 16, 2019

14. SIMPLE IRA "Plan Number" on Form 14568-D

    By AJC, June 25, 2019
    • 1 reply
    • 411 views
    • 
    • jpod
    • June 25, 2019

15. Late deposit of SIMPLE IRA deferrals - exclusive plan rule

    By MarZDoates, May 30, 2019
    • 0 replies
    • 387 views
    • 
    • MarZDoates
    • May 30, 2019

16. Replacing SIMPLE with 401(k) Plan Mid-Year After Correcting SIMPLE Employer Eligibility Failure

    By ERISA11, April 30, 2019
    • 4 replies
    • 860 views
    • 
    • ERISA11
    • May 2, 2019

17. Application of Grace Period for SIMPLE

    By ERISA11, April 24, 2019
    • 4 replies
    • 495 views
    • 
    • ERISA11
    • April 30, 2019

18. VCP correction for SIMPLE IRA gone bad

    By Flyboyjohn, April 23, 2019
    • 5 replies
    • 948 views
    • 
    • Luke Bailey
    • April 26, 2019

19. IRS Audit-CAP Requirement

    By jireh87, April 17, 2019
    • 2 replies
    • 601 views
    • 
    • jireh87
    • April 17, 2019

20. Partner SEP Contribution

    By mjf06241972, April 9, 2019
    • 6 replies
    • 582 views
    • 
    • mjf06241972
    • April 11, 2019

21. SEP PLAN DOCUMENT

    By gcrechale, April 1, 2019   

    • sep document
    • 1 reply
    • 568 views
    • 
    • Flyboyjohn
    • April 1, 2019

22. SEP AND CASH BALANCE PLANS

    By gcrechale, April 1, 2019   

    • sep cash balance
    • 5 replies
    • 1.8k views
    • 
    • Flyboyjohn
    • April 3, 2019

23. SEP IRA with no corporation or LLC

    By Dfwguy, March 28, 2019   

    • sepira simple ira 401k
    • 3 replies
    • 354 views
    • 
    • jpod
    • March 29, 2019

24. SEP sponsor changes from Sch C to sub-S corp

    By M Norton, March 21, 2019   

    • sep sponsor
    • 6 replies
    • 1.2k views
    • 
    • FPGuy
    • March 29, 2019

25. limits SIMPLE IRA and SIMPLE 401k Catchup Limits

    By Renier, March 13, 2019   

    • simple 401k
    • simple ira
    • (and 2 more)

      Tagged with:

      • simple 401k
      • simple ira
      • simple plan
      • catchup
    • 3 replies
    • 430 views
    • 
    • Appleby
    • March 18, 2019