SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Handling a SIMPLE IRA plan when sponsor is acquired

   By Scuba 401, October 6, 2017
   • 3 replies
   • 984 views
   • 
   • Scuba 401
   • October 9, 2017

2. new sep

   By sheadan@aol.com, October 4, 2017
   • 1 reply
   • 320 views
   • 
   • Gary Lesser
   • December 17, 2017

3. How to correct SEP over contribution after it has closed?

   By matth100, September 29, 2017
   • 2 replies
   • 421 views
   • 
   • matth100
   • October 2, 2017

4. Company w/ Simple IRA acquires Company w/ 401k plan

   By epsharon, August 25, 2017
   • 5 replies
   • 1.5k views
   • 
   • Larry Starr
   • August 30, 2017

5. SEP Coverage Failure Consequences

   By jukeboy56, August 11, 2017
   • 3 replies
   • 1.2k views
   • 
   • Linda Wilkins
   • August 16, 2017

6. old SIMPLE / New 401k

   By Santo Gold, August 8, 2017
   • 3 replies
   • 403 views
   • 
   • Santo Gold
   • August 9, 2017

7. Rehired employee

   By Jeff, July 13, 2017   

   • simple ira plan
   • 4 replies
   • 905 views
   • 
   • Gary Lesser
   • February 13, 2022

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

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

9. SEP Contributions Schedule C Business

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

10. 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
    • 872 views
    • 
    • spiritrider
    • May 13, 2017

11. Exclude HCE from SEP (related company)

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

12. New tax laws that affects SIMPLE IRA?

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

13. Establishing a SIMPLE

    By Responsible4Employees, April 3, 2017   

    • simple
    • ira
    • (and 2 more)

      Tagged with:

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

14. Excess Employer Sep contributions

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

15. 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
    • 1.3k views
    • 
    • John
    • April 5, 2017

16. Contribution Deduction for SEP

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

17. SIMPLE IRA Force-Out Distribution

    By HafnerN1, February 9, 2017   

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

18. SIMPLE IRA & VCP Submission

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

19. S corp shareholder simple deferrals not deposited

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

20. Comp Reduced by 125

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

21. Egregious SIMPLE IRA violations by employer

    By Ferroplasm, January 13, 2017
    • 4 replies
    • 6k views
    • 
    • Kevin C
    • March 22, 2017

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

    By MGOAdmin, January 12, 2017   

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

23. Acquisition

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

24. Prototype SIMPLE IRA's

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

25. Midyear amendment to SEP eligible?

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