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SEP, SARSEP and SIMPLE Plans

1,536 topics in this forum

  1. Employer data entry error caused excess employee elective deferrals in SIMPLE IRA — custodian says funds cannot be removed

    By chelseapags,
    • 3 replies
    • 490 views

  2. Lost Earnings on SIMPLE IRA Employee Deferrals not Deposited Within 7 Business Days?

    By Plan Doc,
    • 1 reply
    • 1.5k views

  3. SIMPLE IRA and asset sale

    By 30Rock,
    • 0 replies
    • 578 views

  4. SEP Eligibility & Entry

    By mjbais1489,
    • 2 replies
    • 731 views

  5. 2026 SIMPLE catch-up limits

    By Ian,
    • 3 replies
    • 5.6k views

  6. Misclassification correction

    By SundanceKid,
    • 3 replies
    • 627 views

  7. SIMPLE IRA Mid-Year SH 401(k) Under New Plan Sponsor

    By OrderOfOps,
    • 0 replies
    • 435 views

  8. Impose Service Requirement on SIMPLE IRA?

    By Stephanie M.,
    • 5 replies
    • 1.6k views

  9. Setting up a SEP Plan

    By metsfan026,
    • 3 replies
    • 3.5k views

  10. Simple plan and profit sharing plan

    By 401kWhisperer,
    • 3 replies
    • 3.5k views

  11. Control group Simple IRA

    By Bruce1,
    • 6 replies
    • 3.5k views

  12. Changing providers mid-year

    By austin3515,
    • 6 replies
    • 3.2k views

  13. Inadvertent Elective Deferrals to SEP

    By In House Counsel,
    • 2 replies
    • 1.2k views

  14. Counting 100 employees for a SIMPlE plan

    By Tom,
    • 1 reply
    • 1.2k views

  15. Pre-Existing SEP - First year 5500-EZ Filing for 401(k) Plan

    By Towanda,
    • 6 replies
    • 3k views

  16. Terminating SIMPLE IRA or SEP/IRA, followed by new 401(k) Plan

    By Dougsbpc,
    • 7 replies
    • 3.8k views

  17. SIMPLE IRA and acquistion

    By 30Rock,
    • 4 replies
    • 1.5k views

  18. COLA Chart for Smaller Business Owners

    By Gary Lesser,
    • 2 replies
    • 1.5k views
    • JRN
    • JRN

  19. SEP and Combo

    By NewBieHere,
    • 1 reply
    • 1.4k views

  20. Excess contribution to SEP and RMD calculation

    By cathyw,
    • 3 replies
    • 2k views
    • Bri
    • Bri

  21. Nonuniform allocation rates in SEP

    By cathyw,
    • 4 replies
    • 1.5k views

  22. Plan Merger with Simple IRA

    By KevinMc,
    • 2 replies
    • 1.6k views

  23. MEP's and SEP's

    By Kimberly2024,
    • 5 replies
    • 1.5k views
    • Bri
    • Bri

  24. Deposits to wrong SEP

    By bzorc,
    • 6 replies
    • 2.2k views

  25. Simple IRA severance pay

    By JAS3,
    • 1 reply
    • 2.2k views

  26. I need a quick accuracy check

    By No longer an APA,
    • 1 reply
    • 1.7k views

  27. SIMPLE IRA

    By BentoBox,
    • 6 replies
    • 2.3k views

  28. Business entity change and a SEP

    By Santo Gold,
    • 1 reply
    • 1.4k views

  29. SEP established incorrectly?

    By Barbara,
    • 3 replies
    • 1.8k views

  30. Terminating Simple IRA mid-year with SH 401k 'established and maintained"

    By BentoBox,
    • 0 replies
    • 1.2k views

  31. Small Employer Fewer than 25 eligible employees - Can they elect the 4% Match under SECURE 2.0

    By 401kology,   
    • 2 replies
    • 1.7k views

  32. Converting from a SEP to a Simple IRA

    By metsfan026,
    • 2 replies
    • 3.6k views

  33. SIMPLE IRA contributions made not using payroll

    By Cheryl Merritt,
    • 7 replies
    • 8.2k views

  34. SIMPLE IRA and non-contributing Solok

    By FishOn,
    • 7 replies
    • 2.4k views

  35. 60 day notice for ending SIMPLE IRA? mid-year replacement with SH 401k?

    By justanotheradmin,   
    • 0 replies
    • 1.5k views

  36. SIMPLE IRA (Roth)

    By M Norton,   
    • 2 replies
    • 1.9k views

  37. Changing SIMPLE IRA from 5304 SIMPLE to 5305 SIMPLE

    By M Norton,   
    • 0 replies
    • 1.4k views

  38. Terminating a SEP using a 5305 Model SEP form

    By Belgarath,
    • 3 replies
    • 2.3k views

  39. SEP documents provided by the big houses

    By Bri,
    • 2 replies
    • 1.5k views

  40. Starting 401(k) and Defined Benefit Plan when a SEP is being "maintained."

    By rblum50,
    • 2 replies
    • 2.1k views

  41. Incorrect deductions for 1/2 year for Simple IRA

    By DR245,
    • 3 replies
    • 1.4k views

  42. SIMPLE - is the contribution based on correct compensation

    By Jakyasar,
    • 2 replies
    • 2k views

  43. Erroneous "contributions" to SIMPLE 401(k)

    By DMcGovern,
    • 0 replies
    • 735 views

  44. Simple IRA for W-2 employees and 1099s

    By Jeannine,
    • 3 replies
    • 2.8k views
    • Bri
    • Bri

  45. SIMPLE IRA w/Match, failed to withhold for new employees

    By JHalligan,
    • 2 replies
    • 2.3k views

  46. SIMPLE Plan for sole proprietor who has passed away

    By Jennifer,
    • 1 reply
    • 1.1k views

  47. SEP Conversion?

    By Tinman,
    • 2 replies
    • 1.5k views

  48. Simple 401(k) (basics)

    By Basically,
    • 16 replies
    • 3k views

  49. Open enrollment

    By Doogan,
    • 2 replies
    • 1.1k views

  50. SEP IRA with Multiple Businesses

    By austincpa,
    • 1 reply
    • 5.5k views
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