SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. Existing DB plan - adding SEP and deduction

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

2. 2 companies - Simple IRA Offering?

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

3. Election Period

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

4. SIMPLE with No NHCE?

   By justanotheradmin, February 20, 2020
   • 7 replies
   • 1.1k views
   • 
   • justanotheradmin
   • February 24, 2020

5. SIMPLE IRA Late Salary Reduction Contributions

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

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

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

7. SIMPLE IRA excess ER contribution

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

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

   By lisabroc, January 27, 2020
   • 3 replies
   • 1.1k views
   • 
   • lisabroc
   • January 29, 2020

9. SEP IRA question

   By Doublehill, January 3, 2020
   • 3 replies
   • 1.3k views
   • 
   • spiritrider
   • January 6, 2020

10. SEP Contribution in year of business closure

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

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

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

12. Contributions to SEP that violate 415(c)

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

13. LLC partner draws to C Corp for SEP IRA

    By TKH, December 6, 2019   

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

14. SIMPLE IRA - Move from 5305 to 5304

    By MjInvestments, December 3, 2019
    • 2 replies
    • 2.2k views
    • 
    • Appleby
    • December 4, 2019

15. SIMPLE IRA Termination

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

16. Concerns w/ Financial Advisor Handling SIMPLE IRA

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

17. 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

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

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

19. Company Sponsored SIMPLE IRA PLans

    By mlp0816, September 19, 2019   

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

20. SIMPLE DFI Wont accept late deposit

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

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

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

22. from SH 401(k) to SIMPLE

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

23. multiple SIMPLE vendors?

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

24. SIMPLE IRA + 401(k) Plan

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

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

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