SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. multiple SIMPLE vendors?

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

2. SIMPLE IRA + 401(k) Plan

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

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

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

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

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

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

   By ERISA11, April 30, 2019
   • 4 replies
   • 1k views
   • 
   • ERISA11
   • May 2, 2019

6. Application of Grace Period for SIMPLE

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

7. VCP correction for SIMPLE IRA gone bad

   By Flyboyjohn, April 23, 2019
   • 5 replies
   • 1k views
   • 
   • Luke Bailey
   • April 26, 2019

8. IRS Audit-CAP Requirement

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

9. Partner SEP Contribution

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

10. SEP AND CASH BALANCE PLANS

    By gcrechale, April 1, 2019   

    • sep cash balance
    • 5 replies
    • 2.1k views
    • 
    • Flyboyjohn
    • April 3, 2019

11. SEP PLAN DOCUMENT

    By gcrechale, April 1, 2019   

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

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

    By M Norton, March 21, 2019   

    • sep sponsor
    • 6 replies
    • 1.3k views
    • 
    • FPGuy
    • March 29, 2019

13. SEP IRA with no corporation or LLC

    By Dfwguy, March 28, 2019   

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

14. SIMPLE IRA gone "bad"

    By Flyboyjohn, March 8, 2019   

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

15. 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
    • 450 views
    • 
    • Appleby
    • March 18, 2019

16. SIMPLE IRA sponsor wants to skip true-up

    By M Norton, February 28, 2019   

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

17. SIMPLE IRA / Excluding 125 Contributions

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

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

    By M Norton, February 11, 2019   

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

19. 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
    • 1.1k views
    • 
    • Luke Bailey
    • January 22, 2019

20. 5305 (model) SEP contributions with Solo 401(k)

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

21. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 3.8k views
    • 
    • Belgarath
    • January 2, 2019

22. Terminating 401(k); Starting SIMPLE

    By MjInvestments, December 19, 2018
    • 8 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • December 23, 2018

23. Sch C SEP for 401(k) participant

    By M Norton, December 18, 2018   

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

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

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

25. SEP sponsored by ineligible employer

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