SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SEP IRA and ROTH

   By Guest Stan Mallis, March 22, 1999
   • 1 reply
   • 2k views
   • 
   • Guest
   • March 23, 1999

2. Matching contribution for sole prop. SIMPLE plan

   By Guest Steve Hample, December 31, 1999
   • 3 replies
   • 2k views
   • 
   • Guest
   • February 28, 2000

3. Effective Date for Simple IRA Termination

   By jlea, October 24, 2008
   • 5 replies
   • 2k views
   • 
   • ERISAnut
   • October 29, 2008

4. SIMPLE plan and 401(k) in same year

   By Guest jetfaninmn, November 23, 2005
   • 1 reply
   • 2k views
   • 
   • Gary Lesser
   • November 30, 2005

5. Who's doing individual SIMPLE IRA accounts?

   By Guest Mac Lewis, April 20, 1999
   • 4 replies
   • 2k views
   • 
   • Guest
   • May 12, 1999

6. SEP-IRA and ERISA

   By billfgrady, October 23, 2009
   • 1 reply
   • 2k views
   • 
   • jevd
   • October 23, 2009

7. Rolling assets from a Simple IRA into a 401k

   By Guest LSULLIVAN, October 18, 2007
   • 1 reply
   • 2k views
   • 
   • Appleby
   • October 18, 2007

8. Retirement Plan Options for Small Businesses

   By Guest Bobclp, September 4, 2001
   • 2 replies
   • 2k views
   • 
   • Guest
   • September 4, 2001

9. "Terminated" SAR-SEP replaced w/ Safe Harbor 401(k)

   By MarZDoates, November 8, 2002
   • 3 replies
   • 2k views
   • 
   • Gary Lesser
   • December 3, 2002

10. Combination 10% Money Purchase Contribution and SEP contribution

    By Guest Liz Schulte, February 2, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • February 15, 1999

11. Simple 401(k) Plan restated as 401(k) Plan ?

    By Guest RSNOW, February 11, 2004
    • 2 replies
    • 2k views
    • 
    • Lori H
    • June 16, 2005

12. SIMPLE Contribution made to wrong participant's account

    By jane123, July 29, 2005
    • 2 replies
    • 2k views
    • 
    • Bird
    • July 30, 2005

13. SIMPLE Plan for Non calandar year end client

    By rfahey, November 13, 2006
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • November 13, 2006

14. Statutory Employee

    By Guest jim williams, March 7, 2011
    • 1 reply
    • 2k views
    • 
    • PensionPro
    • March 7, 2011

15. top heavy sar sep

    By Guest mariaguzzetta, February 13, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 14, 2002

16. SIMPLE plan: When does employer have to match ?

    By Moe Howard, January 3, 2003
    • 8 replies
    • 2k views
    • 
    • mbozek
    • January 6, 2003

17. Distributions for Terminated Participants of SIMPLE plans

    By Guest Peck, January 7, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 20, 1999

18. Where to find information on SEPs?

    By Guest derek, November 17, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 17, 1998

19. SEP-IRA

    By Guest Sieve, September 25, 2009
    • 3 replies
    • 2k views
    • 
    • jevd
    • September 25, 2009

20. Terminate PS Start SEP

    By MarZDoates, July 10, 2009
    • 3 replies
    • 2k views
    • 
    • MarZDoates
    • July 30, 2009

21. Integrated SEP Plan maximums

    By Guest rffahey, November 17, 2003
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 18, 2003

22. SEP Controlled Group Question

    By 401 Chaos, October 7, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • October 21, 2005

23. SEP Schedule C and 401k W-2 income?

    By Guest Moira, March 3, 2009
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 3, 2009

24. SARSEP Termination

    By Archimage, April 6, 2006
    • 1 reply
    • 2k views
    • 
    • Bird
    • April 6, 2006

25. Simple IRA & VCP

    By B21, March 26, 2014
    • 5 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • April 24, 2014

26. LLC partners draws only making pretax contributions?

    By mfs - Jackson, January 16, 2019   

    • llc
    • simple
    • (and 3 more)

      Tagged with:

      • llc
      • simple
      • draws
      • no wages
      • ira
    • 7 replies
    • 2k views
    • 
    • Luke Bailey
    • January 22, 2019

27. Catch up for SIMPLE

    By Mary Kay Foss, November 25, 2003
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • November 25, 2003

28. Max. Contribution Limits to both 403(b) and SIMPLE IRA

    By Guest WFMinter, December 10, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • January 13, 2000

29. SEPS, SIMPLES, ETC. - Anybody do this as a main part of their business

    By AndyH, March 24, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 3, 2001

30. Deduction limits for Self employed who sponsors a 401(k) Plan?

    By Guest Joe Vasko, December 11, 2001
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • March 11, 2002

31. Correction of SIMPLE IRA ee deferral

    By Guest amfam2, August 7, 2003
    • 4 replies
    • 2k views
    • 
    • Gary Lesser
    • March 18, 2004

32. Amendments and notices

    By Guest jaturner, August 22, 2008
    • 2 replies
    • 2k views
    • 
    • Bird
    • August 22, 2008

33. Engineering SARSEP Plan

    By ERISA-Bubs, February 1, 2018
    • 8 replies
    • 2k views
    • 
    • QDROphile
    • February 11, 2021

34. Switching from SIMPLE 401k to regular 401k

    By J Simmons, March 4, 2008
    • 2 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

35. 401k and SIMPLE total deferral limit

    By Guest Peggy806, August 31, 2011
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

36. Simple IRA Eligibility/Discrimination

    By Guest CM Klein, September 20, 2001
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • September 20, 2001

37. Frozen 401(k) -- SIMPLE-IRA

    By R. Butler, November 5, 2002
    • 2 replies
    • 2k views
    • 
    • R. Butler
    • November 5, 2002

38. Using Model 5305 SEP

    By Fisher, April 2, 2014   

    • Maintaining a Qualified Plan
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • August 26, 2016

39. Undercontributed to a SEP participant

    By Guest jorge casasnovas, February 25, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • March 2, 1999

40. Rollover from SIMPLE 401(k) to SIMPLE IRA

    By billfgrady, October 20, 2009
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • October 20, 2009

41. Sole Proprietor dies - can a SEP contribution be made?

    By Guest Bob K, March 30, 2005
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • March 30, 2005

42. Why no rollover from a SEP IRA to a Qualified Plan?

    By jukeboy56, January 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • namealreadyinuse
    • January 27, 2006

43. Rolling over a SIMPLE IRA to 401(k) after EGTRRA

    By Guest claretcollector, November 21, 2001
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • November 21, 2001

44. Waive Participation in a SEP

    By MarZDoates, January 23, 2006
    • 1 reply
    • 1.9k views
    • 
    • jevd
    • January 23, 2006

45. SEP and SARSEP eligibility

    By Guest pensiondoc, March 30, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • April 3, 1999

46. SIMPLE IRA Plan

    By Guest TAG, March 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • March 8, 2002

47. SEP Coverage Failure Consequences

    By jukeboy56, August 11, 2017
    • 3 replies
    • 1.9k views
    • 
    • Linda Wilkins
    • August 16, 2017

48. Conversion of manditory distribution to a Roth

    By Guest Gahusker, December 24, 1998
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • December 25, 1998

49. Simple IRA

    By Jilliandiz, June 12, 2006
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • June 30, 2006

50. Reporting and reversal of excess SEP contribution.

    By Guest Bette N, February 13, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2001