SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. SEP AND CASH BALANCE PLANS

   By gcrechale, April 1, 2019   

   • sep cash balance
   • 5 replies
   • 1.8k views
   • 
   • Flyboyjohn
   • April 3, 2019

2. SEP PLAN DOCUMENT

   By gcrechale, April 1, 2019   

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

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

   By M Norton, March 21, 2019   

   • sep sponsor
   • 6 replies
   • 1.2k views
   • 
   • FPGuy
   • March 29, 2019

4. SEP IRA with no corporation or LLC

   By Dfwguy, March 28, 2019   

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

5. SIMPLE IRA gone "bad"

   By Flyboyjohn, March 8, 2019   

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

6. 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
   • 430 views
   • 
   • Appleby
   • March 18, 2019

7. SIMPLE IRA sponsor wants to skip true-up

   By M Norton, February 28, 2019   

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

8. SIMPLE IRA / Excluding 125 Contributions

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

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

   By M Norton, February 11, 2019   

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

10. 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
    • 818 views
    • 
    • Luke Bailey
    • January 22, 2019

11. 5305 (model) SEP contributions with Solo 401(k)

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

12. 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

13. Terminating 401(k); Starting SIMPLE

    By MjInvestments, December 19, 2018
    • 8 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • December 23, 2018

14. Sch C SEP for 401(k) participant

    By M Norton, December 18, 2018   

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

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

    By RatherBeGolfing, October 30, 2018
    • 9 replies
    • 1.8k views
    • 
    • Sully
    • November 2, 2018

16. SEP sponsored by ineligible employer

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

17. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

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

18. Is a SEP IRA Included?

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

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

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

20. Correct SEP Compensation for S-Corp Owner

    By Jed Macy, October 21, 2016   

    • S-Corp SEP Comp Health Ins
    • 2 replies
    • 11.7k views
    • 
    • ERICH LAW, PLLC
    • September 22, 2018

21. Starting Qualified Plan When SIMPLE-IRA exists

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

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

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

23. SEP Eligibility Dumb Question #2

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

24. SEP IRA deductions for non-calendar year question

    By Justin, August 7, 2018   

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

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

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