SEP, SARSEP and SIMPLE Plans

1,430 topics in this forum

1. New tax laws that affects SIMPLE IRA?

   By Lori H, April 25, 2017
   • 2 replies
   • 388 views
   • 
   • Flyboyjohn
   • April 26, 2017

2. Unreimbursed Partner Expense impact on Partnership SEP Contributions

   By John, April 1, 2017   

   • sep
   • upe
   • (and 1 more)

     Tagged with:

     • sep
     • upe
     • partnership
   • 3 replies
   • 766 views
   • 
   • John
   • April 5, 2017

3. Establishing a SIMPLE

   By Responsible4Employees, April 3, 2017   

   • simple
   • ira
   • (and 2 more)

     Tagged with:

     • simple
     • ira
     • establish
     • notification period
   • 1 reply
   • 321 views
   • 
   • Flyboyjohn
   • April 3, 2017

4. Excess Employer Sep contributions

   By Raine, April 1, 2017
   • 1 reply
   • 348 views
   • 
   • Mike Preston
   • April 1, 2017

5. Egregious SIMPLE IRA violations by employer

   By Ferroplasm, January 13, 2017
   • 4 replies
   • 2,303 views
   • 
   • Kevin C
   • March 22, 2017

6. Termination of SIMPLE IRA

   By BTG, December 5, 2008
   • 13 replies
   • 3,832 views
   • 
   • austin3515
   • February 27, 2017

7. Contribution Deduction for SEP

   By Dougsbpc, February 20, 2017
   • 1 reply
   • 322 views
   • 
   • Bird
   • February 21, 2017

8. S corp shareholder simple deferrals not deposited

   By cpa2000, January 23, 2017
   • 6 replies
   • 708 views
   • 
   • cpa2000
   • February 13, 2017

9. SIMPLE IRA Force-Out Distribution

   By HafnerN1, February 9, 2017   

   • simple
   • ira
   • 2 replies
   • 411 views
   • 
   • HafnerN1
   • February 10, 2017

10. SIMPLE IRA & VCP Submission

    By SadieJane, February 6, 2017
    • 3 replies
    • 416 views
    • 
    • Gary Lesser
    • February 10, 2017

11. Acquisition

    By austin3515, November 30, 2016
    • 1 reply
    • 622 views
    • 
    • Gary Lesser
    • February 4, 2017

12. Comp Reduced by 125

    By austin3515, January 20, 2017
    • 3 replies
    • 404 views
    • 
    • Belgarath
    • January 23, 2017

13. SEP and 401k in same year (husband & wife)

    By MGOAdmin, January 12, 2017   

    • sep
    • 401k
    • 3 replies
    • 652 views
    • 
    • Gary Lesser
    • January 19, 2017

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

    By MarZDoates, August 13, 2013
    • 7 replies
    • 3,923 views
    • 
    • anspai
    • December 14, 2016

15. SIMPLE 401k and regular 401k in same year

    By MGOAdmin, October 19, 2016   

    • SIMPLE 401k
    • Multiple Plans
    • 3 replies
    • 1,069 views
    • 
    • shERPA
    • November 23, 2016

16. Establishing a new plan

    By austin3515, October 22, 2016
    • 2 replies
    • 623 views
    • 
    • austin3515
    • November 21, 2016

17. Prototype SIMPLE IRA's

    By Belgarath, November 7, 2016
    • 1 reply
    • 455 views
    • 
    • ETA Consulting LLC
    • November 7, 2016

18. Midyear amendment to SEP eligible?

    By AlbanyConsultant, October 25, 2016
    • 1 reply
    • 421 views
    • 
    • Belgarath
    • October 25, 2016

19. SEP contribution and 401k match

    By WCC, September 29, 2016
    • 4 replies
    • 603 views
    • 
    • K2retire
    • October 3, 2016

20. SIMPLE and controlled group

    By Santo Gold, September 27, 2016
    • 2 replies
    • 463 views
    • 
    • John Feldt ERPA CPC QPA
    • September 29, 2016

21. Top heavy SEP contribution eligibility requirements

    By RTINSKY, September 27, 2016   

    • SEP
    • top heavy
    • (and 1 more)

      Tagged with:

      • SEP
      • top heavy
      • eligibility
    • 7 replies
    • 828 views
    • 
    • RTINSKY
    • September 27, 2016

22. Retrospective deferrals?

    By M Norton, September 21, 2016
    • 2 replies
    • 454 views
    • 
    • Bill Presson
    • September 22, 2016

23. Contributions by owner to SEP-IRA or SIMPLE-IRA after 70 1/2

    By frank1971, September 10, 2016
    • 1 reply
    • 817 views
    • 
    • Flyboyjohn
    • September 12, 2016

24. Using Model 5305 SEP

    By Fisher, April 2, 2014   

    • Maintaining a Qualified Plan
    • 3 replies
    • 1,123 views
    • 
    • Gary Lesser
    • August 26, 2016

25. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

    By CharlesLeggette, July 12, 2016
    • 4 replies
    • 703 views
    • 
    • Calavera
    • July 13, 2016