SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

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

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

2. SEP sponsored by ineligible employer

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

3. SIMPLE IRA sponsor sells practice

   By M Norton, October 22, 2018   

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

4. Is a SEP IRA Included?

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

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

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

6. Correct SEP Compensation for S-Corp Owner

   By Jed Macy, October 21, 2016   

   • S-Corp SEP Comp Health Ins
   • 2 replies
   • 12.9k views
   • 
   • ERICH LAW, PLLC
   • September 22, 2018

7. Starting Qualified Plan When SIMPLE-IRA exists

   By Lou S., July 31, 2018
   • 7 replies
   • 1.1k views
   • 
   • Larry Starr
   • September 20, 2018

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

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

9. SEP Eligibility Dumb Question #2

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

10. SEP IRA deductions for non-calendar year question

    By Justin, August 7, 2018   

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

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

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

12. SIMPLE IRA Match Question

    By coleboy, August 16, 2018
    • 1 reply
    • 414 views
    • 
    • Belgarath
    • August 16, 2018

13. Deducted Simple Contributions from Employee but never signed employee up for plan nor ever gave any notice of participation

    By Meem, August 10, 2018   

    • simple plan
    • erisa no match or plan set up
    • 2 replies
    • 665 views
    • 
    • Larry Starr
    • August 13, 2018

14. Re-Characterization as Catch up

    By coleboy, August 8, 2018
    • 2 replies
    • 297 views
    • 
    • coleboy
    • August 8, 2018

15. SEP Eligibility - Dumb Question

    By bzorc, June 27, 2018
    • 4 replies
    • 670 views
    • 
    • Bird
    • June 28, 2018

16. SIMPLE contribution not really "receivable"?

    By pmacduff, June 25, 2018
    • 1 reply
    • 325 views
    • 
    • Larry Starr
    • June 26, 2018

17. Nonresponsive participant

    By austin3515, June 11, 2018
    • 3 replies
    • 656 views
    • 
    • Larry Starr
    • June 11, 2018

18. Company with SIMPLE IRA bought by Company with 401k

    By coleboy, May 16, 2018
    • 7 replies
    • 2.6k views
    • 
    • coleboy
    • May 24, 2018

19. Controlled group and SImple IRA

    By Tom, May 9, 2018
    • 4 replies
    • 2.8k views
    • 
    • Larry Starr
    • May 11, 2018

20. Acquired Company with SIMPLE IRA

    By 52626, April 19, 2018
    • 0 replies
    • 583 views
    • 
    • 52626
    • April 19, 2018

21. SIMPLE IRA deposit error

    By lisabroc, April 17, 2018
    • 1 reply
    • 522 views
    • 
    • Larry Starr
    • April 17, 2018

22. One Spouse is self employed and has SEP

    By Scuba 401, April 10, 2018
    • 1 reply
    • 502 views
    • 
    • spiritrider
    • April 11, 2018

23. Can acquired employer with SIMPLE IRA continue to maintain the plan after acquisition?

    By calexbraska, March 20, 2018
    • 5 replies
    • 2.3k views
    • 
    • Luke Bailey
    • March 22, 2018

24. Can employer not provide SIMPLE match for one former employee?

    By Francis, March 7, 2018
    • 2 replies
    • 496 views
    • 
    • Bob the Swimmer
    • March 19, 2018
25. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    Topic was merged with Question: SIMPLE and Profit Sharing, off-calendar fiscal year