SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Reporting SEP contributions to IRS

   By Guest nirvana, April 7, 2004
   • 7 replies
   • 4.9k views
   • 
   • Gary Lesser
   • April 9, 2004

2. Excess matching contribution in SIMPLE IRA

   By nancy, November 29, 2000
   • 1 reply
   • 4.9k views
   • 
   • Gary Lesser
   • December 1, 2000

3. Employer's failure to make contributions to SIMPLE IRA Plan

   By Guest nafsbuc, August 20, 2009
   • 3 replies
   • 4.9k views
   • 
   • Kevin C
   • August 24, 2009

4. Simple IRA and Profit Sharing Plan?

   By Guest snmhanson, June 22, 2008
   • 6 replies
   • 4.7k views
   • 
   • Guest
   • July 11, 2008

5. What is necessary to terminate a SEP?

   By Richard Anderson, February 1, 2001
   • 9 replies
   • 4.7k views
   • 
   • Dave Baker
   • February 22, 2001

6. can a SEP exclude certain employees and when should benefits begin for new employees?

   By Lori H, March 17, 2005
   • 9 replies
   • 4.7k views
   • 
   • Appleby
   • April 6, 2005

7. Simple match never contributed by employer

   By Moe Howard, October 15, 2009
   • 2 replies
   • 4.6k views
   • 
   • Guest
   • November 28, 2009

8. sep vs keogh plan - contributions after age 70.5

   By Guest kprhok, August 8, 2007
   • 2 replies
   • 4.6k views
   • 
   • Guest
   • August 8, 2007

9. Terminating a Simple IRA plan and opening a 401k plan

   By Guest gfowler, September 17, 2004
   • 4 replies
   • 4.4k views
   • 
   • Appleby
   • September 18, 2004

10. SEP and new 401k plan same year?

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

11. W-2 Box 13

    By Guest Dion, January 2, 2002
    • 5 replies
    • 4.4k views
    • 
    • Appleby
    • January 3, 2002

12. SIMPLE and 401(k) in a controlled group

    By MarZDoates, August 13, 2013
    • 7 replies
    • 4.3k views
    • 
    • anspai
    • December 14, 2016

13. SIMPLE or SEP for freelance income? (first time post)

    By Guest cn22, March 26, 2007
    • 12 replies
    • 4.3k views
    • 
    • Gary Lesser
    • July 20, 2007

14. terminated employee and SIMPLE IRA

    By Guest SCB, January 23, 2007
    • 1 reply
    • 4.2k views
    • 
    • Gary Lesser
    • January 23, 2007

15. Mid Year start for SIMPLE IRA; full yr comp?

    By Guest ButchElfers, February 4, 2006
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • February 16, 2006

16. Qualification failure ..... Plan Document Failure...?

    By Guest Moe Howard2, April 19, 2005
    • 24 replies
    • 4.2k views
    • 
    • mbozek
    • May 10, 2005

17. SEP: Which years are the "immediately preceding 5 years"?

    By jukeboy56, April 17, 2006
    • 2 replies
    • 4.1k views
    • 
    • jukeboy56
    • April 17, 2006

18. SIMPLE IRA death settlement

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

19. Simple plan and SEP plan in the same year?

    By Guest archimedes_pie, April 1, 2006
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • April 3, 2006

20. Definition of owner's total "compensation" for an S-corp SIMPLE-IRA

    By Guest Steve Hample, August 25, 2005
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • August 29, 2005

21. Simple IRA re-hire/eligibility rules

    By Guest chris4013, December 30, 2003
    • 5 replies
    • 4k views
    • 
    • Gary Lesser
    • November 1, 2010

22. SIMPLE IRA - Control Group Issue

    By Guest carolinawind, August 28, 2007
    • 3 replies
    • 3.9k views
    • 
    • Gary Lesser
    • August 28, 2007

23. SEP contribution for terminated/lost employee

    By rfahey, April 8, 2010
    • 5 replies
    • 3.9k views
    • 
    • Gary Lesser
    • October 8, 2010

24. Terminating SAR-SEP and establishing a 401(k)

    By Guest Merrr, July 27, 2006
    • 3 replies
    • 3.9k views
    • 
    • saabraa
    • July 27, 2006

25. Leased Employees

    By nancy, November 27, 2001
    • 7 replies
    • 3.9k views
    • 
    • Moe Howard
    • November 30, 2001