SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Terminate 401k Mid-Year and the fund SEP-IRA

   By Chris Thomas, August 19, 2019
   • 0 replies
   • 349 views
   • 
   • Chris Thomas
   • August 19, 2019

2. SIMPLE IRA Match Question

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

3. SIMPLE and 401(k) Plans in stock sale

   By pmacduff, November 29, 2021
   • 4 replies
   • 329 views
   • 
   • pmacduff
   • November 30, 2021

4. SIMPLE contribution not really "receivable"?

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

5. new sep

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

6. comp to use for SIMPLE IRA started October 1st

   By M Norton, February 11, 2019   

   • simple ira comp
   • 1 reply
   • 317 views
   • 
   • austin3515
   • February 11, 2019

7. SEP IRA with Multiple Businesses

   By austincpa, August 15, 2022
   • 1 reply
   • 297 views
   • 
   • Gary Lesser
   • October 9, 2022

8. Re-Characterization as Catch up

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

9. SIMPLE contribution limit

   By guaccounts, August 24, 2022
   • 2 replies
   • 283 views
   • 
   • Bill Presson
   • August 25, 2022

10. SIMPLE and VCP for over 100 ees

    By cdavis25, August 25, 2020
    • 0 replies
    • 276 views
    • 
    • cdavis25
    • August 25, 2020

11. Related employers for SEP?

    By cathyw, February 3, 2022
    • 3 replies
    • 274 views
    • 
    • cathyw
    • February 5, 2022

12. SIMPLE contributions not made 2019-2021

    By DHoff, November 30, 2021
    • 1 reply
    • 268 views
    • 
    • gc@chimentowebb.com
    • March 6, 2022

13. SIMPLE IRA w/Match, failed to withhold for new employees

    By JHalligan, December 16, 2022
    • 2 replies
    • 249 views
    • 
    • JHalligan
    • December 23, 2022

14. Simple IRA Eligible Compensation in first year

    By Tom, July 11, 2022
    • 2 replies
    • 239 views
    • 
    • Patricia Neal Jensen
    • July 13, 2022

15. Simple IRA for W-2 employees and 1099s

    By Jeannine, January 13
    • 3 replies
    • 211 views
    • 
    • Bri
    • January 16

16. SEP Conversion?

    By Tinman, December 6, 2022
    • 2 replies
    • 179 views
    • 
    • Bird
    • December 6, 2022

17. Open enrollment

    By Doogan, November 9, 2022
    • 2 replies
    • 117 views
    • 
    • Doogan
    • November 9, 2022

18. SIMPLE Plan for sole proprietor who has passed away

    By Jennifer, December 21, 2022
    • 1 reply
    • 76 views
    • 
    • Bird
    • December 21, 2022
19. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

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