SEP, SARSEP and SIMPLE Plans

1,482 topics in this forum

1. SIMPLE IRA gone "bad"

   By Flyboyjohn, March 8, 2019   

   • simple ira
   • 2 replies
   • 523 views
   • 
   • shERPA
   • March 18, 2019

2. 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
   • 407 views
   • 
   • Appleby
   • March 18, 2019

3. SIMPLE IRA sponsor wants to skip true-up

   By M Norton, February 28, 2019   

   • simple ira
   • true up
   • 5 replies
   • 818 views
   • 
   • austin3515
   • March 5, 2019

4. SIMPLE IRA / Excluding 125 Contributions

   By austin3515, February 11, 2019
   • 1 reply
   • 412 views
   • 
   • Belgarath
   • February 12, 2019

5. comp to use for SIMPLE IRA started October 1st

   By M Norton, February 11, 2019   

   • simple ira comp
   • 1 reply
   • 287 views
   • 
   • austin3515
   • February 11, 2019

6. LLC partners draws only making pretax contributions?

   By mfs - Jackson, January 16, 2019   

   • llc
   • simple
   • (and 3 more)

     Tagged with:

     • llc
     • simple
     • draws
     • no wages
     • ira
   • 7 replies
   • 726 views
   • 
   • Luke Bailey
   • January 22, 2019

7. 5305 (model) SEP contributions with Solo 401(k)

   By shutdown, December 31, 2018
   • 5 replies
   • 422 views
   • 
   • Larry Starr
   • January 2, 2019

8. Is amendment to SEP discriminatory?

   By Craig Schiller, March 12, 2013   

   • SEP and ability to amend
   • 15 replies
   • 3.4k views
   • 
   • Belgarath
   • January 2, 2019

9. Terminating 401(k); Starting SIMPLE

   By MjInvestments, December 19, 2018
   • 8 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • December 23, 2018

10. Sch C SEP for 401(k) participant

    By M Norton, December 18, 2018   

    • sep
    • 401(k)
    • 3 replies
    • 341 views
    • 
    • Appleby
    • December 20, 2018

11. Client with SIMPLE IRA wants to start a 401(k) Plan

    By RatherBeGolfing, October 30, 2018
    • 9 replies
    • 1.6k views
    • 
    • Sully
    • November 2, 2018

12. SEP sponsored by ineligible employer

    By mariemonroe, October 22, 2018
    • 12 replies
    • 818 views
    • 
    • Luke Bailey
    • October 25, 2018

13. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

    • simple ira
    • 8 replies
    • 701 views
    • 
    • Luke Bailey
    • October 25, 2018

14. Is a SEP IRA Included?

    By BT, October 24, 2018
    • 3 replies
    • 364 views
    • 
    • BT
    • October 25, 2018

15. W2 income from one company used to fund SEP (?)

    By AKconsult, September 25, 2018
    • 3 replies
    • 441 views
    • 
    • Larry Starr
    • September 25, 2018

16. Correct SEP Compensation for S-Corp Owner

    By Jed Macy, October 21, 2016   

    • S-Corp SEP Comp Health Ins
    • 2 replies
    • 11.1k views
    • 
    • ERICH LAW, PLLC
    • September 22, 2018

17. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S., July 31, 2018
    • 7 replies
    • 712 views
    • 
    • Larry Starr
    • September 20, 2018

18. SIMPLE rollover to 401(k): related?

    By AlbanyConsultant, September 12, 2018
    • 1 reply
    • 363 views
    • 
    • PensionPro
    • September 12, 2018

19. SEP Eligibility Dumb Question #2

    By bzorc, August 31, 2018
    • 2 replies
    • 384 views
    • 
    • bzorc
    • September 4, 2018

20. SEP IRA deductions for non-calendar year question

    By Justin, August 7, 2018   

    • sep ira
    • sep
    • 2 replies
    • 552 views
    • 
    • Justin
    • August 21, 2018

21. SEP Contribution Allowable? becomes Controlled group mid year?

    By Pammie57, August 20, 2018
    • 3 replies
    • 390 views
    • 
    • PensionPro
    • August 21, 2018

22. SIMPLE IRA Match Question

    By coleboy, August 16, 2018
    • 1 reply
    • 309 views
    • 
    • Belgarath
    • August 16, 2018

23. Deducted Simple Contributions from Employee but never signed employee up for plan nor ever gave any notice of participation

    By Meem, August 10, 2018   

    • simple plan
    • erisa no match or plan set up
    • 2 replies
    • 584 views
    • 
    • Larry Starr
    • August 13, 2018

24. Re-Characterization as Catch up

    By coleboy, August 8, 2018
    • 2 replies
    • 269 views
    • 
    • coleboy
    • August 8, 2018

25. SEP Eligibility - Dumb Question

    By bzorc, June 27, 2018
    • 4 replies
    • 615 views
    • 
    • Bird
    • June 28, 2018