SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Nondeductible SEP contribution refundable?

   By Guest B'Etor, April 1, 2004
   • 8 replies
   • 1.4k views
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   • jevd
   • April 6, 2004

2. Simple Contribution Requirements

   By Guest houseblend, October 4, 2004
   • 8 replies
   • 1.8k views
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   • WDIK
   • February 3, 2005

3. SEP Tax Deduction Available to Offset Rollover IRA

   By Guest tess, December 8, 2005
   • 8 replies
   • 2.5k views
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   • Guest
   • December 15, 2005

4. exclusive plan rule

   By Tom Poje, December 10, 2007
   • 8 replies
   • 2.5k views
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   • Tom Poje
   • December 11, 2007

5. exclusive plan

   By jlea, October 8, 2008
   • 8 replies
   • 2k views
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   • ERISAnut
   • October 9, 2008

6. LLC, K-1 and SEP

   By Guest dbvail, May 21, 2010
   • 8 replies
   • 6.9k views
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   • Guest
   • May 23, 2010

7. SARSEP to 401K SH Foul up...Help!

   By Guest tomhard, May 5, 2011
   • 8 replies
   • 3.4k views
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   • ETA Consulting LLC
   • May 7, 2011

8. Terminating Keogh & Adopting SEP -IRA Same Cal Yr

   By Guest kprhok, August 27, 2012
   • 8 replies
   • 4.9k views
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   • Fisher
   • April 1, 2014

9. SEP-IRA deduction for part of year as solo

   By Guest noans, April 10, 2014
   • 8 replies
   • 1.3k views
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   • Flyboyjohn
   • April 23, 2014

10. SEP IRA - Short Plan YEar?

    By austin3515, September 10, 2014
    • 8 replies
    • 1.2k views
    • 
    • Gary Lesser
    • October 31, 2014

11. Can you roll annual SEP contributions into 401(k) each year?

    By UM1234, September 26, 2014
    • 8 replies
    • 1.7k views
    • 
    • Belgarath
    • October 9, 2014

12. 0% Money Purchase For Rollovers

    By austin3515, September 23, 2015
    • 8 replies
    • 791 views
    • 
    • Belgarath
    • September 24, 2015

13. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

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

14. Terminating 401(k); Starting SIMPLE

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

15. SIMPLE IRA - Omit Former Employees - Loopholes?

    By DR245, December 22, 2020
    • 8 replies
    • 463 views
    • 
    • acm_acm
    • December 23, 2020

16. What period does the 3% employer matching contribution cover?

    By Guest, July 3, 2000
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • September 19, 2000

17. Please clarify maximums to contribute/defer to SARSEP IRA

    By Guest DCarter, February 19, 1999
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • February 24, 1999

18. Can an owner immediately start a SIMPLE plan after terminating a profi

    By John A, October 24, 2000
    • 7 replies
    • 1.5k views
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    • Gary Lesser
    • December 2, 2000

19. Leased Employees

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

20. SEP conversion

    By wsp, February 7, 2003
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • February 14, 2003

21. Timing of Deferral deposits for Self employeds

    By Guest rffahey, August 8, 2003
    • 7 replies
    • 2k views
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    • Gary Lesser
    • December 18, 2003

22. Termination of PS plan in 2003 (not yet funded); OK to start SIMPLE plan 10/1/03?

    By MarZDoates, September 15, 2003
    • 7 replies
    • 1.3k views
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    • Appleby
    • April 22, 2004

23. Reporting SEP contributions to IRS

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

24. Employee giving wrong account number for SEP IRA

    By jstorch, February 1, 2005
    • 7 replies
    • 2k views
    • 
    • Bird
    • February 3, 2005

25. SARSEP, 401(k) Combination

    By Guest JROSSITTER, October 27, 2005
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • October 29, 2005