SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Contributing to Multiple SEP-IRA Accounts

   By cobbsfriedman, September 30, 2015
   • 3 replies
   • 1.4k views
   • 
   • cobbsfriedman
   • September 30, 2015

2. 0% Money Purchase For Rollovers

   By austin3515, September 23, 2015
   • 8 replies
   • 791 views
   • 
   • Belgarath
   • September 24, 2015

3. Must update SEP document for EGTRRA if no further contributions under SEP going to be made?

   By LIBERTYKID, October 1, 2002
   • 11 replies
   • 5.5k views
   • 
   • amadeus229
   • September 18, 2015

4. Simple Plan over 100 employees

   By MaryM, August 26, 2015
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • August 27, 2015

5. Sep ira rollover to ROTH IRA each yr + solo401k employee contributions allowed?

   By jjfacejj, August 14, 2015
   • 2 replies
   • 851 views
   • 
   • Bird
   • August 24, 2015

6. SIMPLE and Profit Sharing in same year

   By MGOAdmin, August 13, 2015   

   • SIMPLE
   • Profit Sharing
   • 3 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • August 19, 2015

7. SEP contribution after death of sole proprietor?

   By Craig Garner, August 14, 2015
   • 1 reply
   • 1.7k views
   • 
   • Lou S.
   • August 14, 2015

8. SIMPLE IRA, company dissolved, new company 401k?

   By pmacduff, June 29, 2015
   • 14 replies
   • 1.4k views
   • 
   • austin3515
   • June 30, 2015

9. SEP eligibility requirement

   By Zorro1k, June 25, 2015   

   • SEP
   • Eligibility
   • (and 1 more)

     Tagged with:

     • SEP
     • Eligibility
     • Eligible employee
   • 3 replies
   • 1.4k views
   • 
   • QDROphile
   • June 26, 2015

10. SEP Contributions in Error

    By Gilligan, June 2, 2015
    • 1 reply
    • 948 views
    • 
    • Lou S.
    • June 2, 2015

11. SEP & 401(k) same company

    By mathead, May 14, 2015
    • 1 reply
    • 869 views
    • 
    • Lou S.
    • May 14, 2015

12. SIMPLE-IRA contributions made in 2015, 401k to be adopted

    By Belgarath, January 22, 2015
    • 3 replies
    • 1.4k views
    • 
    • Monica Barnard
    • April 30, 2015

13. SEP & traditional IRA

    By ssiesser, April 9, 2015   

    • contribute to both?
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • April 9, 2015

14. Contribution deadline - Employee contributions to SEP-IRA

    By Borsley, July 11, 2013   

    • employee contributions
    • SEP-IRA
    • (and 1 more)

      Tagged with:

      • employee contributions
      • SEP-IRA
      • deadline
    • 3 replies
    • 3k views
    • 
    • Mike Preston
    • April 1, 2015

15. SIMPLE-IRA correction under Rev Proc 2013-12 - W-2 coding?

    By Belgarath, March 12, 2015
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 12, 2015

16. SIMPLE IRA limits for self employed

    By steve-o, February 24, 2015
    • 0 replies
    • 1.1k views
    • 
    • steve-o
    • February 24, 2015

17. SARSEP restatement

    By B21, February 24, 2015
    • 0 replies
    • 913 views
    • 
    • B21
    • February 24, 2015

18. Simple ira terminated to a "newly established" Safe Harbor 401

    By Lori H, February 9, 2015
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • February 9, 2015

19. Employee will not fill out IRA application

    By austin3515, December 24, 2014
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • December 26, 2014

20. Contribution Limits for 403(b) and SEP IRA plans

    By Guest soccermom, December 16, 2014
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2014

21. One SEP for owner and another SEP for employees?

    By Guest DaveHead, December 15, 2014   

    • SEP
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • December 16, 2014

22. One Plan Rule

    By Guest CWM, December 12, 2014
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 12, 2014

23. Simple IRA and Safe Harbor 401(k)

    By mlp0816, December 4, 2014
    • 7 replies
    • 2.8k views
    • 
    • Bird
    • December 6, 2014

24. SEP IRA Excess Contributions

    By Guest bill280, November 21, 2014   

    • SEP IRA
    • Tax Problems
    • 9 replies
    • 2.4k views
    • 
    • Bird
    • December 2, 2014

25. Does DOL have jurisdiction over SIMPLE IRAs?

    By Flyboyjohn, November 21, 2014
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • November 21, 2014