SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. How to terminate a SEP?

   By Guest Do, January 28, 1999
   • 2 replies
   • 2.5k views
   • 
   • Gary Lesser
   • February 15, 1999

2. HSA contributions - compensation ?

   By rfahey, July 23, 2010
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • September 15, 2010

3. I need a quick accuracy check

   By No longer an APA, March 30, 2024
   • 1 reply
   • 1.4k views
   • 
   • fmsinc
   • April 1, 2024

4. Impact of changing from a non-DFI to a DFI plan

   By Guest Richard Plant, August 8, 2007
   • 1 reply
   • 10.1k views
   • 
   • Gary Lesser
   • August 28, 2007

5. Impose Service Requirement on SIMPLE IRA?

   By Stephanie M., November 13, 2024
   • 5 replies
   • 1.1k views
   • 
   • Bruce1
   • November 3

6. Improper SIMPLE contributions

   By Guest YATPA, May 3, 2005
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • May 5, 2005

7. In what tax year must attorney begin contributions for employee?

   By Guest fmcurley, October 27, 2000
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • October 30, 2000

8. Inadvertent Elective Deferrals to SEP

   By In House Counsel, July 2
   • 2 replies
   • 799 views
   • 
   • PensionPete
   • July 3

9. Income from sole proprietorship and K-1 source

   By katieinny, April 9, 2009
   • 2 replies
   • 1.8k views
   • 
   • katieinny
   • April 9, 2009

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

    By DR245, June 28, 2023
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • June 29, 2023

11. Individual SEP IRA's for for LLC Partners

    By Guest smiceli, December 12, 2003
    • 4 replies
    • 13.4k views
    • 
    • panther
    • June 1, 2016

12. Individually-Designed SEP

    By jpod, December 20, 2013
    • 6 replies
    • 1.6k views
    • 
    • masteff
    • December 23, 2013

13. Information on the 5306-SEP form

    By Guest Jeff D, March 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • April 5, 2001

14. Inte-Greater Software (Online Version Available)

    By Gary Lesser, July 22, 2004
    • 0 replies
    • 1k views
    • 
    • Gary Lesser
    • July 22, 2004

15. Integrated SAR SEP PLan

    By rfahey, October 9, 2012
    • 1 reply
    • 985 views
    • 
    • Gary Lesser
    • October 9, 2012

16. integrated sarsep

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

17. Integrated SEP - Compensation

    By Guest JD Colville, April 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Bill Berke
    • April 18, 2000

18. integrated SEP for sole prop

    By Guest Bob Monte, August 31, 2001
    • 22 replies
    • 4.2k views
    • 
    • Gary Lesser
    • March 18, 2002

19. Integrated SEP Plan maximums

    By Guest rffahey, November 17, 2003
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • November 18, 2003

20. Integrated SEPs

    By SMB, February 20, 2001
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2001

21. Integrated SEPs

    By Guest Maxwell, November 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • November 9, 2001

22. Intentional Disqualification of a SIMPLE 401(k)

    By Guest Dressageho, April 2, 2012
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • April 3, 2012

23. International student

    By CassandraS, April 9, 2012
    • 7 replies
    • 1.7k views
    • 
    • CassandraS
    • April 10, 2012

24. Interpretation of the Model Salary Reduction Agreement

    By Belgarath, January 13, 2016
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • January 14, 2016

25. Invalidate SEP IRA and New DB Plan for 2021

    By Ananda, December 17, 2021
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • December 17, 2021

26. Invest in LLC

    By Guest Tara Curran, June 7, 2002
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • June 9, 2002

27. Investments allowed by SEP

    By Guest Sarah, April 21, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 22, 1999

28. Investments of a SIMPLE Plan

    By Guest tcunagin, June 6, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • June 8, 2002

29. IRA Contribution deadline- Fiscal year

    By jane123, May 19, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 19, 2005

30. IRAs and Escheatment Fees

    By Guest LeslieMM, November 3, 2003
    • 9 replies
    • 6.7k views
    • 
    • Gary Lesser
    • November 8, 2003

31. IRC 402(h) Exclusion Limit under EGTRRA

    By Gary Lesser, July 26, 2001
    • 0 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 26, 2001

32. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 975 views
    • 
    • Appleby
    • October 15, 2009

33. IRS Audit-CAP Requirement

    By Renafesq, April 17, 2019
    • 2 replies
    • 981 views
    • 
    • Renafesq
    • April 17, 2019

34. IRS Form 5305-SEP

    By Felicia, March 24, 2010
    • 1 reply
    • 2.2k views
    • 
    • Borsley
    • April 6, 2010

35. Is IRS aware that EGTRRA never amended IRC 402(h)(2) for SEPs ?

    By Moe Howard, November 21, 2001
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • November 22, 2001

36. Is a SEP IRA Included?

    By BT, October 24, 2018
    • 3 replies
    • 751 views
    • 
    • BT
    • October 25, 2018

37. Is a Simple IRA plan considered a successor plan

    By Guest Pully, January 27, 1999
    • 9 replies
    • 3.2k views
    • 
    • Gary Lesser
    • July 26, 2001

38. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 5k views
    • 
    • Belgarath
    • January 2, 2019

39. Is compensation based only on the calendar year in the case of a fiscal year SEP Plan?

    By katieinny, December 11, 2003
    • 4 replies
    • 1.8k views
    • 
    • Gary Lesser
    • December 18, 2003

40. Is excessSEP/IRA contribution also subject to early distribution penalty of 10%?

    By Guest Taxlady1040, March 19, 2014
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • March 19, 2014

41. Is Gift for Establishing Rollover IRA or Roth IRA a PT?

    By Gary Lesser, March 29, 2011
    • 9 replies
    • 3.4k views
    • 
    • jpod
    • January 20, 2012

42. Is SEP a Plan for 5500 $100,000 rule?

    By Guest Lisa Karlin, August 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • August 22, 2003

43. Is SEP a successor plan?

    By Guest mchristina, June 8, 2005
    • 3 replies
    • 2.3k views
    • 
    • Gary Lesser
    • June 9, 2005

44. Is SIMPLE allowed if 100% refund of excess contribution occurs

    By Pension Panda, March 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • March 29, 2012

45. Is ther any such thing as a 3% safe harbor SAR SEP Plan ?

    By Guest rffahey, November 22, 2003
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 24, 2003

46. Is there a COLA Limit Increase for SIMPLEs in 2001?

    By Guest danmar, October 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

47. Is there a minimum time period for a plan sponsor to have a simple ira in operation.

    By Guest Elfman, June 8, 2005
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • June 8, 2005

48. is there an age limit for SEP contributions

    By k man, March 21, 2006
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • April 2, 2006

49. Is there anything to prevent a MP plan from converting to a SIMPLE-401(k)?

    By Tetsuro, July 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • July 15, 2004

50. Is this a prohibited transaction?

    By Guest amfam2, February 13, 2004
    • 1 reply
    • 986 views
    • 
    • Gary Lesser
    • February 18, 2004