SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Simple IRA

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

2. SARSEP & Top-heavy

   By SMB, December 6, 2007
   • 1 reply
   • 1.9k views
   • 
   • Appleby
   • December 6, 2007

3. Terminating a SIMPLE.

   By Guest Thornton, January 8, 1999
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • January 8, 1999

4. Excess SEP contributions

   By Guest ColinBellEA, September 25, 2006
   • 2 replies
   • 1.9k views
   • 
   • Gary Lesser
   • September 26, 2006

5. Simple, SEP plans and second biz revenue?

   By Guest Amanda F, October 3, 2000
   • 5 replies
   • 1.9k views
   • 
   • Gary Lesser
   • December 1, 2000

6. annual fees

   By Felicia, August 25, 2004
   • 6 replies
   • 1.9k views
   • 
   • Belgarath
   • August 30, 2004

7. Employer contributions to SIMPLE-IRA

   By Guest Steven Hoksch, March 1, 2002
   • 3 replies
   • 1.9k views
   • 
   • wmyer
   • March 4, 2002

8. 402(h) NOT CHANGED BY EGTRRA

   By Gary Lesser, August 28, 2001
   • 0 replies
   • 1.9k views
   • 
   • Gary Lesser
   • August 28, 2001

9. Davis Bacon fringe as ER contribution

   By Guest Green92, September 18, 2009
   • 2 replies
   • 1.9k views
   • 
   • Gary Lesser
   • December 10, 2009

10. SEP for LLC Members

    By Guest hardballaddict, December 8, 2005
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • December 10, 2005

11. Transfer of SEP $ into SIMPLE IRA?

    By Cathy from Chicago, September 30, 2001
    • 4 replies
    • 1.9k views
    • 
    • Appleby
    • October 1, 2001

12. Amending a SARSEP

    By Guest Michael Spaid, June 24, 1999
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • July 10, 1999

13. SEP and 401k together

    By SoCalActuary, March 31, 2005
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • April 1, 2005

14. SAR SEP Contributions

    By Guest LaRae, February 25, 2006
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • February 26, 2006

15. Can an excess contribution to a SEP/IRA be rolled into a solo 401k?

    By Guest Taxlady1040, March 6, 2014   

    • excess contribution
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • April 7, 2014

16. Multiple Plans Coordination in General

    By Guest SteveHample, January 3, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 3, 2002

17. Excess Deferral to SIMPLE

    By Guest Jim Brennan, February 26, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • March 2, 1999

18. SIMPLE IRA and another plan?

    By Guest PMiller, February 25, 2008
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • March 17, 2008

19. Contributing to Multiple SEP-IRA Accounts

    By cobbsfriedman, September 30, 2015
    • 3 replies
    • 1.9k views
    • 
    • cobbsfriedman
    • September 30, 2015

20. SIMPLE plan for LLC

    By Guest bmurphy, March 20, 2002
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 22, 2002

21. Simple document requirements

    By Lori Foresz, January 14, 2004
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • January 18, 2004

22. SIMPLE IRA and Two-Year Rule

    By Guest Tara Curran, May 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • May 20, 2002

23. SIMPLE 401(k) Plan Contributions for Self-Employed

    By Guest Emiliano, September 27, 2000
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • October 3, 2000

24. Open Enrollment?

    By Guest jeff100, December 3, 2007
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • December 4, 2007

25. Can I contribute to both Simple and Roth IRA's?

    By Guest CCDB, October 4, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 12, 1999

26. SARSEP - Can EE opt out?

    By Guest Roger K., January 14, 2014
    • 2 replies
    • 1.9k views
    • 
    • Lou S.
    • January 14, 2014

27. SEP and Money purchase plan

    By caryn22359, June 13, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 13, 2006

28. SIMPLE IRAs for self-employeds

    By steve-o, December 15, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2006

29. Mistaken Contribution to SEP

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

30. Two separate Simple IRA Accounts

    By Guest carolinawind, September 29, 2005
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • September 30, 2005

31. How to report FICA and W2 for SEP?

    By Guest Jerry G, July 13, 2009
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 13, 2009

32. SARSEP - HCE catchup contribution - ADP test limits percentage

    By Guest bruss, December 8, 2004
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 9, 2004

33. F5305 - shouldn't use model if ever had DB?

    By Guest kprhok, January 29, 2010
    • 2 replies
    • 1.9k views
    • 
    • katieinny
    • December 13, 2011

34. Timing of SIMPLE deferrals for the self-employed

    By bzorc, March 20, 2002
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 22, 2002

35. Money Purchase Plan and SIMPLE IRA

    By nancy, January 4, 2001
    • 2 replies
    • 1.9k views
    • 
    • Bill Berke
    • January 9, 2001

36. Terminating a SIMPLE 401(k) Plan

    By Guest taj32z, December 18, 2002
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • December 26, 2002

37. Beneficiary options under SIMPLE IRA

    By Felicia, March 21, 2001
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • April 5, 2001

38. SIMPLE IRA Cont limit-combine with 401k?

    By Guest Mick Davids, July 19, 1999
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • July 20, 1999

39. Deposits to wrong SEP

    By bzorc, May 23, 2016
    • 6 replies
    • 1.9k views
    • 
    • Sabrina1
    • October 29, 2024

40. Mistaken Salary Deferrals to a SEP

    By Christine Roberts, December 11, 2000
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • January 3, 2001

41. How do I correct excess contributions to a SIMPLE IRA?

    By Felicia, November 12, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • November 15, 1999

42. Rollovers to SEP

    By Guest Thornton, February 22, 1999
    • 1 reply
    • 1.9k views
    • 
    • Kathy
    • February 22, 1999

43. Terminating a SEP using a 5305 Model SEP form

    By Belgarath, August 28, 2023
    • 3 replies
    • 1.9k views
    • 
    • Calavera
    • August 28, 2023

44. SEP Limits for 2002

    By Guest jhannifan, August 8, 2001
    • 6 replies
    • 1.9k views
    • 
    • Gary Lesser
    • August 24, 2001

45. owner of company with 401(k0 buying company with SIMPLE

    By Guest gnielsen, August 10, 2004
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • August 11, 2004

46. When does SEP IRA to 401(k) roll over make sense?

    By Wiscoman, October 1, 2015
    • 7 replies
    • 1.9k views
    • 
    • spiritrider
    • October 3, 2015

47. SEP/SIMPLE after Termination of 401(k)

    By Gary Lesser, December 26, 1998
    • 0 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 26, 1998

48. SEP eligibility requirement

    By Zorro1k, June 25, 2015   

    • SEP
    • Eligibility
    • (and 1 more)

      Tagged with:

      • SEP
      • Eligibility
      • Eligible employee
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • June 26, 2015

49. SIMPLE IRA and 401k in acquisition

    By Golgi, May 26, 2011
    • 1 reply
    • 1.9k views
    • 
    • PensionPro
    • May 26, 2011

50. 3 Qs for IRS - Rev October 9

    By Gary Lesser, June 14, 2002
    • 4 replies
    • 1.9k views
    • 
    • MGB
    • October 10, 2002