SEP, SARSEP and SIMPLE Plans

1,430 topics in this forum

1. Mid Year Amendments - Simple IRA (different take on an old topic)

   By bluesi2004, July 13, 2016   

   • simple
   • ira
   • (and 3 more)

     Tagged with:

     • simple
     • ira
     • amendment
     • mid-year
     • mid year
   • 4 replies
   • 1,062 views
   • 
   • bluesi2004
   • July 13, 2016

2. former SEP participant rehired

   By M Norton, July 6, 2016   

   • SEP eligibility
   • rehired SEP participant
   • 2 replies
   • 462 views
   • 
   • M Norton
   • July 6, 2016

3. SIMPLE IRA - Initial 60 Day Notice

   By ERISA13, June 29, 2016
   • 1 reply
   • 682 views
   • 
   • ETA Consulting LLC
   • June 29, 2016

4. Moving funds from a traditional IRA to a SIMPLE IRA due to bank error

   By rpolich, June 2, 2016   

   • IRA
   • SIMPLE
   • 4 replies
   • 776 views
   • 
   • Bird
   • June 3, 2016

5. Individual SEP IRA's for for LLC Partners

   By Guest smiceli, December 12, 2003
   • 4 replies
   • 10,007 views
   • 
   • panther
   • June 1, 2016

6. Deposits to wrong SEP

   By bzorc, May 23, 2016
   • 5 replies
   • 524 views
   • 
   • Lou S.
   • May 23, 2016

7. When does Employee become a Participant?

   By Jim Chad, May 23, 2016
   • 1 reply
   • 461 views
   • 
   • Bird
   • May 23, 2016

8. must we use document sponsor for all investments in a Sep?

   By Jim Chad, May 13, 2016
   • 5 replies
   • 473 views
   • 
   • jpod
   • May 16, 2016

9. Due Date of Self Employed SIMPLE IRA Ee Contributions

   By austin3515, May 13, 2016
   • 5 replies
   • 826 views
   • 
   • austin3515
   • May 13, 2016

10. SIMPLE IRA 401(k) Controlled Group

    By R. Butler, May 12, 2016
    • 1 reply
    • 552 views
    • 
    • R. Butler
    • May 12, 2016

11. "Terminated" SEP and top heavy aggregation

    By Belgarath, April 28, 2016
    • 1 reply
    • 551 views
    • 
    • ETA Consulting LLC
    • April 28, 2016

12. Employer late with payments to SEP and simple IRA

    By ghost31, April 21, 2016
    • 1 reply
    • 685 views
    • 
    • Lou S.
    • April 21, 2016

13. SEP Noncompliance corrections

    By B21, February 19, 2016
    • 1 reply
    • 717 views
    • 
    • Gary Lesser
    • April 19, 2016

14. SEP with 401(k) in same year

    By Belgarath, March 24, 2016
    • 3 replies
    • 764 views
    • 
    • Gary Lesser
    • April 19, 2016

15. SEP IRA and ownership

    By MaryM, December 10, 2015
    • 3 replies
    • 712 views
    • 
    • Jim Chad
    • April 14, 2016

16. SEP funding and filing tax return

    By ombskid, April 12, 2016
    • 4 replies
    • 655 views
    • 
    • Belgarath
    • April 13, 2016

17. integrated sarsep

    By Beemer, March 30, 2016
    • 6 replies
    • 576 views
    • 
    • Beemer
    • April 1, 2016

18. SIMPLE IRA

    By martha, February 23, 2016   

    • Employer contributed more tha
    • 0 replies
    • 493 views
    • 
    • martha
    • February 23, 2016

19. SIMPLE Over-Contribution by Employer

    By Guest Noidy, February 4, 2002
    • 6 replies
    • 1,866 views
    • 
    • martha
    • February 23, 2016

20. SEP Plan Amendments

    By amadeus229, September 18, 2015
    • 3 replies
    • 835 views
    • 
    • Belgarath
    • February 15, 2016

21. Termination of SIMPLE IRA after acquistion

    By WCC, February 9, 2016
    • 0 replies
    • 542 views
    • 
    • WCC
    • February 9, 2016

22. SIMPLE - any vendors that handle missing participant IRA's

    By Belgarath, July 21, 2015
    • 3 replies
    • 1,413 views
    • 
    • Gary Lesser
    • January 23, 2016

23. Interpretation of the Model Salary Reduction Agreement

    By Belgarath, January 13, 2016
    • 2 replies
    • 652 views
    • 
    • Belgarath
    • January 14, 2016

24. Terminating Simple Plan and Contribution Timing

    By mjf624, January 12, 2016
    • 3 replies
    • 706 views
    • 
    • mjf624
    • January 13, 2016

25. Excess Contributions to a SARSEP

    By Colpash, June 25, 2015   

    • SARSEP
    • 2 replies
    • 906 views
    • 
    • Colpash
    • January 8, 2016