SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. SEP refunds

   By Lori H, June 18, 2007
   • 6 replies
   • 2.4k views
   • 
   • J Simmons
   • June 19, 2007

2. Simple IRA and Profit Sharing Plan?

   By Guest snmhanson, June 22, 2008
   • 6 replies
   • 4.6k views
   • 
   • Guest
   • July 11, 2008

3. Simple _ Changing Eligibility

   By rfahey, July 11, 2008
   • 6 replies
   • 1.8k views
   • 
   • Gary Lesser
   • July 21, 2008

4. New SIMPLE Plan

   By Guest rgorman, January 8, 2009
   • 6 replies
   • 1.3k views
   • 
   • Gary Lesser
   • February 3, 2009

5. Are catch-ups in SIMPLEs matched

   By Santo Gold, November 2, 2010
   • 6 replies
   • 997 views
   • 
   • Belgarath
   • November 3, 2010

6. Various SEP Questions

   By Guest Newspeak1, May 16, 2011
   • 6 replies
   • 1.4k views
   • 
   • Jim Chad
   • May 18, 2011

7. SEP's for S-Corps in 2012

   By mgcpension, July 14, 2011
   • 6 replies
   • 1.7k views
   • 
   • masteff
   • July 15, 2011

8. Discontinuing SIMPLE IRA

   By austin3515, September 20, 2011
   • 6 replies
   • 2.7k views
   • 
   • shERPA
   • December 14, 2011

9. SEP IRA contributions for owner, but not employees?

   By Guest hb95, April 3, 2013
   • 6 replies
   • 3.4k views
   • 
   • Bird
   • April 4, 2013

10. Individually-Designed SEP

    By jpod, December 20, 2013
    • 6 replies
    • 1.4k views
    • 
    • masteff
    • December 23, 2013

11. Procedure for correcting 2012 excess SEP/IRA contribution

    By Guest Taxlady1040, March 7, 2014   

    • excess contribution
    • 6 replies
    • 7.2k views
    • 
    • masteff
    • March 7, 2014

12. integrated sarsep

    By Beemer, March 30, 2016
    • 6 replies
    • 655 views
    • 
    • Beemer
    • April 1, 2016

13. S corp shareholder simple deferrals not deposited

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

14. SEP sponsor changes from Sch C to sub-S corp

    By M Norton, March 21, 2019   

    • sep sponsor
    • 6 replies
    • 1.2k views
    • 
    • FPGuy
    • March 29, 2019

15. Partner SEP Contribution

    By mjf06241972, April 9, 2019
    • 6 replies
    • 585 views
    • 
    • mjf06241972
    • April 11, 2019

16. Contributions to SEP that violate 415(c)

    By Luke Bailey, December 10, 2019
    • 6 replies
    • 720 views
    • 
    • Gary Lesser
    • February 18, 2020

17. Can I have a plan if I have SIMPLE?

    By Jakyasar, August 25, 2020
    • 6 replies
    • 738 views
    • 
    • Bill Presson
    • August 31, 2020

18. SIMPLE IRA's, controlled group and other plans.

    By Guest Mike Visse, May 17, 2000
    • 5 replies
    • 1.8k views
    • 
    • Gary Lesser
    • August 29, 2000

19. Prior year employer contributions to SEP IRA.

    By Guest Randy Ehle, March 17, 2000
    • 5 replies
    • 6.4k views
    • 
    • Gary Lesser
    • May 30, 2002

20. Excluding Controlled Group Members from SEP

    By Guest Frasier Ives, July 21, 1999
    • 5 replies
    • 1.6k views
    • 
    • Gary Lesser
    • August 16, 1999

21. SIMPLE IRAs - can employer terminate?

    By Guest KFI, July 8, 1999
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • July 17, 1999

22. Controlled Group

    By Guest Jim Brennan, October 29, 1998
    • 5 replies
    • 1.9k views
    • 
    • Gary Lesser
    • November 17, 1998

23. SIMPLE IRA

    By Guest Laura Millwood, October 22, 1998
    • 5 replies
    • 2k views
    • 
    • Gary Lesser
    • October 28, 1998

24. CPA with a SEP and SIMPLE Plan

    By Guest Don J. Smith, July 12, 2000
    • 5 replies
    • 1.4k views
    • 
    • Gary Lesser
    • August 29, 2000

25. Employer started a Simple IRA in 1999, and has never matched!

    By Guest CDAVIS, January 31, 2001
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • February 1, 2001