SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. SIMPLE IRA Force-Out Distribution

   By HafnerN1, February 9, 2017   

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

2. SIMPLE IRA & VCP Submission

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

3. Acquisition

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

4. Comp Reduced by 125

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

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

   By MGOAdmin, January 12, 2017   

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

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

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

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

   By MGOAdmin, October 19, 2016   

   • SIMPLE 401k
   • Multiple Plans
   • 3 replies
   • 1.4k views
   • 
   • shERPA
   • November 23, 2016

8. Establishing a new plan

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

9. Prototype SIMPLE IRA's

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

10. Midyear amendment to SEP eligible?

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

11. SEP contribution and 401k match

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

12. SIMPLE and controlled group

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

13. 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

14. Retrospective deferrals?

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

15. Contributions by owner to SEP-IRA or SIMPLE-IRA after 70 1/2

    By Francis, September 10, 2016
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • September 12, 2016

16. Using Model 5305 SEP

    By Fisher, April 2, 2014   

    • Maintaining a Qualified Plan
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • August 26, 2016

17. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

    By CharlesLeggette, July 12, 2016
    • 4 replies
    • 895 views
    • 
    • Calavera
    • July 13, 2016

18. Mid Year Amendments - Simple IRA (different take on an old topic)

    By bluesi2004, July 13, 2016   

    • simple
    • ira
    • (and 3 more)

      Tagged with:

      • simple
      • ira
      • amendment
      • mid-year
      • mid year
    • 4 replies
    • 1.8k views
    • 
    • bluesi2004
    • July 13, 2016

19. former SEP participant rehired

    By M Norton, July 6, 2016   

    • SEP eligibility
    • rehired SEP participant
    • 2 replies
    • 763 views
    • 
    • M Norton
    • July 6, 2016

20. SIMPLE IRA - Initial 60 Day Notice

    By ERISA13, June 29, 2016
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • June 29, 2016

21. Moving funds from a traditional IRA to a SIMPLE IRA due to bank error

    By rpolich, June 2, 2016   

    • IRA
    • SIMPLE
    • 4 replies
    • 851 views
    • 
    • Bird
    • June 3, 2016

22. Individual SEP IRA's for for LLC Partners

    By Guest smiceli, December 12, 2003
    • 4 replies
    • 12k views
    • 
    • panther
    • June 1, 2016

23. Deposits to wrong SEP

    By bzorc, May 23, 2016
    • 5 replies
    • 649 views
    • 
    • Lou S.
    • May 23, 2016

24. When does Employee become a Participant?

    By Jim Chad, May 23, 2016
    • 1 reply
    • 585 views
    • 
    • Bird
    • May 23, 2016

25. must we use document sponsor for all investments in a Sep?

    By Jim Chad, May 13, 2016
    • 5 replies
    • 811 views
    • 
    • jpod
    • May 16, 2016