SEP, SARSEP and SIMPLE Plans

1,451 topics in this forum

1. Egregious SIMPLE IRA violations by employer

   By Ferroplasm, January 13, 2017
   • 4 replies
   • 3,162 views
   • 
   • Kevin C
   • March 22, 2017

2. Termination of SIMPLE IRA

   By BTG, December 5, 2008
   • 13 replies
   • 4,285 views
   • 
   • austin3515
   • February 27, 2017

3. Contribution Deduction for SEP

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

4. S corp shareholder simple deferrals not deposited

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

5. SIMPLE IRA Force-Out Distribution

   By HafnerN1, February 9, 2017   

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

6. SIMPLE IRA & VCP Submission

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

7. Acquisition

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

8. Comp Reduced by 125

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

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

   By MGOAdmin, January 12, 2017   

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

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

    By MarZDoates, August 13, 2013
    • 7 replies
    • 4,013 views
    • 
    • anspai
    • December 14, 2016

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

    By MGOAdmin, October 19, 2016   

    • SIMPLE 401k
    • Multiple Plans
    • 3 replies
    • 1,147 views
    • 
    • shERPA
    • November 23, 2016

12. Establishing a new plan

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

13. Prototype SIMPLE IRA's

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

14. Midyear amendment to SEP eligible?

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

15. SEP contribution and 401k match

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

16. SIMPLE and controlled group

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

17. 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
    • 936 views
    • 
    • RTINSKY
    • September 27, 2016

18. Retrospective deferrals?

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

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

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

20. Using Model 5305 SEP

    By Fisher, April 2, 2014   

    • Maintaining a Qualified Plan
    • 3 replies
    • 1,166 views
    • 
    • Gary Lesser
    • August 26, 2016

21. 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
    • 743 views
    • 
    • Calavera
    • July 13, 2016

22. 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
    • 1,268 views
    • 
    • bluesi2004
    • July 13, 2016

23. former SEP participant rehired

    By M Norton, July 6, 2016   

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

24. SIMPLE IRA - Initial 60 Day Notice

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

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

    By rpolich, June 2, 2016   

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