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SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

  1. Midyear amendment to SEP eligible?

    By AlbanyConsultant,
    • 1 reply
    • 566 views

  2. SEP contribution and 401k match

    By WCC,
    • 4 replies
    • 856 views

  3. SIMPLE and controlled group

    By Santo Gold,
    • 2 replies
    • 729 views

  4. Top heavy SEP contribution eligibility requirements

    By RTINSKY,   
    • 7 replies
    • 1.3k views

  5. Retrospective deferrals?

    By M Norton,
    • 2 replies
    • 652 views

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

    By Francis,
    • 1 reply
    • 1.2k views

  7. Using Model 5305 SEP

    By Fisher,   
    • 3 replies
    • 1.4k views

  8. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

    By CharlesLeggette,
    • 4 replies
    • 1k views

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

    By bluesi2004,   
    • 4 replies
    • 2.2k views

  10. former SEP participant rehired

    By M Norton,   
    • 2 replies
    • 794 views

  11. SIMPLE IRA - Initial 60 Day Notice

    By ERISA13,
    • 1 reply
    • 1.3k views

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

    By rpolich,   
    • 4 replies
    • 902 views

  13. Individual SEP IRA's for for LLC Partners

    By Guest smiceli,
    • 4 replies
    • 12.3k views

  14. Deposits to wrong SEP

    By bzorc,
    • 5 replies
    • 786 views

  15. When does Employee become a Participant?

    By Jim Chad,
    • 1 reply
    • 652 views

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

    By Jim Chad,
    • 5 replies
    • 916 views

  17. Due Date of Self Employed SIMPLE IRA Ee Contributions

    By austin3515,
    • 5 replies
    • 1.2k views

  18. "Terminated" SEP and top heavy aggregation

    By Belgarath,
    • 1 reply
    • 963 views

  19. Employer late with payments to SEP and simple IRA

    By ghost31,
    • 1 reply
    • 1.2k views

  20. SEP Noncompliance corrections

    By B21,
    • 1 reply
    • 946 views

  21. SEP with 401(k) in same year

    By Belgarath,
    • 3 replies
    • 1.3k views

  22. SEP IRA and ownership

    By MaryM,
    • 3 replies
    • 954 views

  23. SEP funding and filing tax return

    By ombskid,
    • 4 replies
    • 903 views

  24. integrated sarsep

    By Beemer,
    • 6 replies
    • 740 views

  25. SIMPLE IRA

    By martha,   
    • 0 replies
    • 586 views
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