SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. Freeze or Terminate 401(k), Start SIMPLE

   By MarZDoates, November 1, 2005
   • 7 replies
   • 6.3k views
   • 
   • Guest
   • November 22, 2005

2. Participating in 2 SEPS

   By Guest Pat Metallic, December 22, 2005
   • 7 replies
   • 1.9k views
   • 
   • Gary Lesser
   • December 23, 2005

3. Post death contribution?

   By Guest Whatup, March 29, 2006
   • 7 replies
   • 6.3k views
   • 
   • Bird
   • April 2, 2006

4. SEP contribution - sole proprietor's spouse

   By Lori Friedman, June 29, 2006
   • 7 replies
   • 8.4k views
   • 
   • Lori Friedman
   • June 29, 2006

5. A Real Mess - Part 2

   By KateSmithPA, August 29, 2006
   • 7 replies
   • 2.3k views
   • 
   • KateSmithPA
   • September 11, 2006

6. Employee never got into SIMPLE - consequences

   By rfahey, July 24, 2007
   • 7 replies
   • 2.5k views
   • 
   • Gary Lesser
   • July 27, 2007

7. Requiring Employees to Establish SEP at xx institution

   By Guest kprhok, August 2, 2007
   • 7 replies
   • 2.1k views
   • 
   • Appleby
   • August 2, 2007

8. GUST

   By Guest krijowri, October 17, 2007
   • 7 replies
   • 1.9k views
   • 
   • Guest
   • October 18, 2007

9. SIMPLE and Profit Sharing

   By Dougsbpc, June 29, 2011
   • 7 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • June 30, 2011

10. SEP - 2 Partners - K1 Income - Contribution

    By K-t-F, March 29, 2012
    • 7 replies
    • 1.9k views
    • 
    • Belgarath
    • March 30, 2012

11. SEP IRA and 401(k) Plan

    By Guest MTransue, April 2, 2012
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • April 3, 2012

12. International student

    By CassandraS, April 9, 2012
    • 7 replies
    • 1.2k views
    • 
    • CassandraS
    • April 10, 2012

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

    By MarZDoates, August 13, 2013
    • 7 replies
    • 4.3k views
    • 
    • anspai
    • December 14, 2016

14. 5304 or 5305....

    By K-t-F, February 4, 2014
    • 7 replies
    • 3k views
    • 
    • K-t-F
    • February 4, 2014

15. Eligibility for SEP plans - entry date - employed as of certain date

    By Guest dvandaeler, April 16, 2014   

    • Eligibility
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • April 17, 2014

16. Simple IRA and Safe Harbor 401(k)

    By mlp0816, December 4, 2014
    • 7 replies
    • 2.9k views
    • 
    • Bird
    • December 6, 2014

17. When does SEP IRA to 401(k) roll over make sense?

    By Wiscoman, October 1, 2015
    • 7 replies
    • 801 views
    • 
    • spiritrider
    • October 3, 2015

18. 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
    • 1.1k views
    • 
    • RTINSKY
    • September 27, 2016

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

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

20. Starting Qualified Plan When SIMPLE-IRA exists

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

21. 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
    • 1.1k views
    • 
    • Luke Bailey
    • January 22, 2019

22. SIMPLE with No NHCE?

    By justanotheradmin, February 20, 2020
    • 7 replies
    • 1.1k views
    • 
    • justanotheradmin
    • February 24, 2020

23. Employer wants to pay investment management fees of SEP participants

    By Dave Baker, July 16, 2020
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 23, 2020

24. SARSEP eligibility and correction.

    By Guest Thornton, April 9, 1999
    • 6 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 26, 2002

25. S/E contribution calcs for SIMPLE vs DC plans

    By Dawn Hafner, March 24, 1999
    • 6 replies
    • 1.6k views
    • 
    • Dawn Hafner
    • April 15, 1999