SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Is this an egregious error?

   By Gary Lesser, July 25, 2007
   • 5 replies
   • 2.9k views
   • 
   • Gary Lesser
   • August 16, 2007

2. Is WALK-CAP available for SEP-IRA?

   By Guest caray, April 10, 2000
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • May 17, 2000

3. Issues involved in converting a safe-harbor 401(k) to a simple 401(k)?

   By chris, September 18, 2002
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • September 26, 2002

4. Just clarifying....

   By bzorc, February 26, 2001
   • 3 replies
   • 1.6k views
   • 
   • Michael Devault
   • March 5, 2001

5. Keeping SEP Plan Document up-to-date

   By Borsley, January 10, 2010
   • 2 replies
   • 1.3k views
   • 
   • Gary Lesser
   • January 12, 2010

6. KETRA

   By Felicia, November 28, 2005
   • 2 replies
   • 2.1k views
   • 
   • Felicia
   • December 1, 2005

7. Late Contributions & No Match to a SIMPLE IRA

   By Guest ButchElfers, March 3, 2004
   • 3 replies
   • 12k views
   • 
   • Gary Lesser
   • March 4, 2004

8. Late Deferral Deposits SIMPLE 401(k)

   By Guest KateSmithVA, September 11, 2008
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • September 11, 2008

9. Late deposit of employer matching contribution

   By bzorc, October 31, 2002
   • 2 replies
   • 1.6k views
   • 
   • Gary Lesser
   • November 1, 2002

10. Late deposit of SIMPLE IRA deferrals - exclusive plan rule

    By MarZDoates, May 30, 2019
    • 0 replies
    • 640 views
    • 
    • MarZDoates
    • May 30, 2019

11. late SEP contribution

    By betheeg, August 25, 2004
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • August 26, 2004

12. Leased Employees

    By nancy, November 27, 2001
    • 7 replies
    • 4.5k views
    • 
    • Moe Howard
    • November 30, 2001

13. Leased Employees Coverage

    By Guest dixie, September 25, 1998
    • 3 replies
    • 2.8k views
    • 
    • Gary Lesser
    • September 29, 1998

14. Leaving LLP and ongoing receivables - plan allowed?

    By Dawn Hafner, April 30, 2001
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • May 9, 2001

15. Less restrictive guidance on a SEP IRA

    By senorsassy, May 10, 2017   

    • sep ira
    • less restrictive sep ira
    • (and 1 more)

      Tagged with:

      • sep ira
      • less restrictive sep ira
      • 408k restriction
    • 9 replies
    • 1.6k views
    • 
    • spiritrider
    • May 13, 2017

16. Levy

    By jane123, March 5, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • March 6, 2003

17. Life Insurance with SEP money

    By Guest szaidman, November 5, 2004
    • 3 replies
    • 1.1k views
    • 
    • GBurns
    • November 21, 2004

18. Limit for Employee with Two Plans

    By Francis, July 30, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 4, 2007

19. LLC owners and SIMPLE IRAS

    By Guest Jae, July 18, 2000
    • 6 replies
    • 6.7k views
    • 
    • Gary Lesser
    • August 29, 2000

20. LLC partner draws to C Corp for SEP IRA

    By TKH, December 6, 2019   

    • controlled group or not?
    • sep ira
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • December 7, 2019

21. 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
    • 1.9k views
    • 
    • Luke Bailey
    • January 22, 2019

22. LLC with possible SEP qualification issues

    By Guest nipa, March 3, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • March 4, 2004

23. LLC, K-1 and SEP

    By Guest dbvail, May 21, 2010
    • 8 replies
    • 7.6k views
    • 
    • Guest
    • May 23, 2010

24. Loans in a SIMPLE

    By Guest Big Show, September 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • September 17, 2002

25. LRMS and terminating a SIMPLE during the year.

    By Guest DLevine, February 3, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 3, 2000

26. Maintaining another qualified plan?

    By Sully, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • April 16, 2002

27. Making SEP contributions for terminated employees

    By Guest bmurphy, October 14, 2004
    • 16 replies
    • 11.9k views
    • 
    • Guest
    • January 25, 2005

28. Match Deposit Due

    By Guest caseyb, August 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 14, 2009

29. Match in first year of SIMPLE IRA?

    By Guest Labradane, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Lame Duck
    • March 4, 2004

30. Matching contribution for sole prop. SIMPLE plan

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

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

    By Guest WFMinter, December 10, 1999
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • January 13, 2000

32. Maximum Age in SIMPLE IRA

    By wmyer, March 12, 2003
    • 1 reply
    • 958 views
    • 
    • Mike Preston
    • March 12, 2003

33. Maximum Allocation in SEP

    By Guest CharlieLaur, February 11, 2011
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • April 22, 2011

34. Maximum contribution to EE's SARSEP

    By Guest ERISA_kid, November 19, 2003
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 19, 2003

35. Maximum contributions to SIMPLE plan

    By Guest bmurphy, April 5, 2005
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • April 5, 2005

36. Maximum employees for a SEP?

    By Guest, October 27, 1999
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • November 5, 1999

37. May partners elect out of coverage of partnership's SEP?

    By Guest moosegirl, November 19, 2004
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 20, 2004

38. MDRT Information retrieval system

    By Jim Chad, November 11, 2011
    • 0 replies
    • 1.3k views
    • 
    • Jim Chad
    • November 11, 2011

39. MEP's and SEP's

    By Kimberly2024, November 14, 2024
    • 5 replies
    • 1.2k views
    • 
    • Bri
    • November 15, 2024

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

    By bluesi2004, July 13, 2016   

    • simple
    • ira
    • (and 3 more)

      Tagged with:

      • simple
      • ira
      • amendment
      • mid-year
      • mid year
    • 4 replies
    • 2.8k views
    • 
    • bluesi2004
    • July 13, 2016

41. Mid Year start for SIMPLE IRA; full yr comp?

    By Guest ButchElfers, February 4, 2006
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • February 16, 2006

42. Mid-Year adoption of 401(k)-- IRC 402(g) issues

    By Guest cgodfrey, February 13, 2002
    • 6 replies
    • 2.6k views
    • 
    • Gary Lesser
    • October 30, 2003

43. Midyear amendment to SEP eligible?

    By AlbanyConsultant, October 25, 2016
    • 1 reply
    • 714 views
    • 
    • Belgarath
    • October 25, 2016

44. Midyear conversion from SIMPLE Plan to Defined Benefit

    By Guest gspaniol, July 20, 2000
    • 6 replies
    • 2.8k views
    • 
    • Gary Lesser
    • December 30, 2015

45. Military Leave and SIMPLE IRA

    By Guest Harley52, July 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • July 30, 2009

46. Miscalculated Elibility in SIMPLE plan

    By Guest kdp, August 1, 2005
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 3, 2005

47. Missed contributions to SEP

    By Spencer, April 21, 2011
    • 3 replies
    • 1.7k views
    • 
    • jpod
    • April 21, 2011

48. missed or incorrect employer contributions

    By Santo Gold, March 11, 2010
    • 1 reply
    • 1.7k views
    • 
    • Christine Roberts
    • March 13, 2010

49. Missing 30 day window for contributions

    By bzorc, February 25, 2004
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • February 26, 2004

50. Mistaken Contribution to SEP

    By Dougsbpc, July 31, 2012
    • 3 replies
    • 1.9k views
    • 
    • Borsley
    • August 2, 2012