SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. 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
   • 849 views
   • 
   • Calavera
   • July 13, 2016

2. former SEP participant rehired

   By M Norton, July 6, 2016   

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

3. SIMPLE IRA - Initial 60 Day Notice

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

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

   By rpolich, June 2, 2016   

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

5. When does Employee become a Participant?

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

6. Deposits to wrong SEP

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

7. Due Date of Self Employed SIMPLE IRA Ee Contributions

   By austin3515, May 13, 2016
   • 5 replies
   • 1k views
   • 
   • austin3515
   • May 13, 2016

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

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

9. SIMPLE IRA 401(k) Controlled Group

   By R. Butler, May 12, 2016
   • 2 replies
   • 1k views
   • 
   • Scuba 401
   • January 11, 2021

10. "Terminated" SEP and top heavy aggregation

    By Belgarath, April 28, 2016
    • 1 reply
    • 724 views
    • 
    • ETA Consulting LLC
    • April 28, 2016

11. Employer late with payments to SEP and simple IRA

    By ghost31, April 21, 2016
    • 1 reply
    • 916 views
    • 
    • Lou S.
    • April 21, 2016

12. SEP funding and filing tax return

    By ombskid, April 12, 2016
    • 4 replies
    • 758 views
    • 
    • Belgarath
    • April 13, 2016

13. integrated sarsep

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

14. SEP with 401(k) in same year

    By Belgarath, March 24, 2016
    • 3 replies
    • 924 views
    • 
    • Gary Lesser
    • April 19, 2016

15. SIMPLE IRA

    By martha, February 23, 2016   

    • Employer contributed more tha
    • 0 replies
    • 550 views
    • 
    • martha
    • February 23, 2016

16. SEP Noncompliance corrections

    By B21, February 19, 2016
    • 1 reply
    • 871 views
    • 
    • Gary Lesser
    • April 19, 2016

17. Termination of SIMPLE IRA after acquistion

    By WCC, February 9, 2016
    • 0 replies
    • 645 views
    • 
    • WCC
    • February 9, 2016

18. Interpretation of the Model Salary Reduction Agreement

    By Belgarath, January 13, 2016
    • 2 replies
    • 839 views
    • 
    • Belgarath
    • January 14, 2016

19. Terminating Simple Plan and Contribution Timing

    By mjf624, January 12, 2016
    • 3 replies
    • 782 views
    • 
    • mjf624
    • January 13, 2016

20. SEP IRA and ownership

    By MaryM, December 10, 2015
    • 3 replies
    • 866 views
    • 
    • Jim Chad
    • April 14, 2016

21. Salary deferrals for SAR SEP Plan

    By rfahey, December 7, 2015   

    • Spouse of owner
    • 1 reply
    • 795 views
    • 
    • Lou S.
    • December 7, 2015

22. Non-5305 SEP with Individual 401(k)

    By matthny, December 3, 2015
    • 3 replies
    • 708 views
    • 
    • Lou S.
    • December 4, 2015

23. Switching Simple IRA Companies

    By preauto, November 29, 2015
    • 2 replies
    • 1.8k views
    • 
    • BG5150
    • November 30, 2015

24. SEPs, LLCs, and controlled groups

    By cassiefelder, November 18, 2015
    • 1 reply
    • 805 views
    • 
    • Lou S.
    • November 18, 2015

25. SIMPLE IRA and 457(b)

    By John Feldt ERPA CPC QPA, November 6, 2015   

    • exclusive plan
    • 1 reply
    • 934 views
    • 
    • Belgarath
    • November 6, 2015