SEP, SARSEP and SIMPLE Plans

1,482 topics in this forum

1. SEP and DC/DB plan from Husband's company

   By Cynchbeast, June 2, 2017
   • 3 replies
   • 617 views
   • 
   • Mike Preston
   • June 7, 2017

2. SEP Contributions Schedule C Business

   By lktp57, May 25, 2017
   • 2 replies
   • 474 views
   • 
   • K2
   • May 25, 2017

3. Less restrictive guidance on a SEP IRA

   By senorsassy, May 10, 2017   

   • sep ira
   • less restrictive sep ira
   • (and 1 more)

     Tagged with:

     • sep ira
     • less restrictive sep ira
     • 408k restriction
   • 9 replies
   • 823 views
   • 
   • spiritrider
   • May 13, 2017

4. Exclude HCE from SEP (related company)

   By 401(k)athryn, May 3, 2017
   • 1 reply
   • 480 views
   • 
   • ETA Consulting LLC
   • May 3, 2017

5. New tax laws that affects SIMPLE IRA?

   By Lori H, April 25, 2017
   • 2 replies
   • 442 views
   • 
   • Flyboyjohn
   • April 26, 2017

6. Unreimbursed Partner Expense impact on Partnership SEP Contributions

   By John, April 1, 2017   

   • sep
   • upe
   • (and 1 more)

     Tagged with:

     • sep
     • upe
     • partnership
   • 3 replies
   • 1.2k views
   • 
   • John
   • April 5, 2017

7. Establishing a SIMPLE

   By Responsible4Employees, April 3, 2017   

   • simple
   • ira
   • (and 2 more)

     Tagged with:

     • simple
     • ira
     • establish
     • notification period
   • 1 reply
   • 379 views
   • 
   • Flyboyjohn
   • April 3, 2017

8. Excess Employer Sep contributions

   By Raine, April 1, 2017
   • 1 reply
   • 441 views
   • 
   • Mike Preston
   • April 1, 2017

9. Egregious SIMPLE IRA violations by employer

   By Ferroplasm, January 13, 2017
   • 4 replies
   • 4.9k views
   • 
   • Kevin C
   • March 22, 2017

10. Contribution Deduction for SEP

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

11. S corp shareholder simple deferrals not deposited

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

12. SIMPLE IRA Force-Out Distribution

    By HafnerN1, February 9, 2017   

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

13. SIMPLE IRA & VCP Submission

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

14. Acquisition

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

15. Comp Reduced by 125

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

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

    By MGOAdmin, January 12, 2017   

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

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

    By MarZDoates, August 13, 2013
    • 7 replies
    • 4.2k views
    • 
    • anspai
    • December 14, 2016

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

    By MGOAdmin, October 19, 2016   

    • SIMPLE 401k
    • Multiple Plans
    • 3 replies
    • 1.3k views
    • 
    • shERPA
    • November 23, 2016

19. Establishing a new plan

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

20. Prototype SIMPLE IRA's

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

21. Midyear amendment to SEP eligible?

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

22. SEP contribution and 401k match

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

23. SIMPLE and controlled group

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

24. 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

25. Retrospective deferrals?

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