SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. Due Date of Self Employed SIMPLE IRA Ee Contributions

   By austin3515, May 13, 2016
   • 5 replies
   • 1.1k views
   • 
   • austin3515
   • May 13, 2016

2. "Terminated" SEP and top heavy aggregation

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

3. Employer late with payments to SEP and simple IRA

   By ghost31, April 21, 2016
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • April 21, 2016

4. SEP Noncompliance corrections

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

5. SEP with 401(k) in same year

   By Belgarath, March 24, 2016
   • 3 replies
   • 1.1k views
   • 
   • Gary Lesser
   • April 19, 2016

6. SEP IRA and ownership

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

7. SEP funding and filing tax return

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

8. integrated sarsep

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

9. SIMPLE IRA

   By martha, February 23, 2016   

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

10. SIMPLE Over-Contribution by Employer

    By Guest Noidy, February 4, 2002
    • 6 replies
    • 2.4k views
    • 
    • martha
    • February 23, 2016

11. SEP Plan Amendments

    By amadeus229, September 18, 2015
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • February 15, 2016

12. Termination of SIMPLE IRA after acquistion

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

13. SIMPLE - any vendors that handle missing participant IRA's

    By Belgarath, July 21, 2015
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 23, 2016

14. Interpretation of the Model Salary Reduction Agreement

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

15. Terminating Simple Plan and Contribution Timing

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

16. Excess Contributions to a SARSEP

    By Colpash, June 25, 2015   

    • SARSEP
    • 2 replies
    • 1.1k views
    • 
    • Colpash
    • January 8, 2016

17. SIMPLE to SH 401k - back to SIMPLE?

    By Spencer, November 5, 2015
    • 1 reply
    • 741 views
    • 
    • Gary Lesser
    • January 8, 2016

18. Excess deferral to SIMPLE IRA - change W-2?

    By Guest J Samuelson, January 6, 2000
    • 4 replies
    • 3k views
    • 
    • Gary Lesser
    • December 30, 2015

19. Midyear conversion from SIMPLE Plan to Defined Benefit

    By Guest gspaniol, July 20, 2000
    • 6 replies
    • 2.2k views
    • 
    • Gary Lesser
    • December 30, 2015

20. Salary deferrals for SAR SEP Plan

    By rfahey, December 7, 2015   

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

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

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

22. Switching Simple IRA Companies

    By preauto, November 29, 2015
    • 2 replies
    • 2.1k views
    • 
    • BG5150
    • November 30, 2015

23. SEPs, LLCs, and controlled groups

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

24. SIMPLE IRA and 457(b)

    By John Feldt ERPA CPC QPA, November 6, 2015   

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

25. Does mistake on one SEP account disqualify others?

    By panther, October 6, 2015   

    • Excess contribution
    • 2 replies
    • 754 views
    • 
    • panther
    • October 7, 2015