SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

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

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

2. SEP Contribution Allowable? becomes Controlled group mid year?

   By Pammie57, August 20, 2018
   • 3 replies
   • 756 views
   • 
   • PensionPro
   • August 21, 2018

3. SEPs and Controlled Groups

   By Guest J_Cira_70, January 18, 2001
   • 3 replies
   • 1.7k views
   • 
   • Gary Lesser
   • January 29, 2001

4. ACAs EACAs in SARSEPS & SIMPLE IRAs

   By jevd, February 27, 2009
   • 3 replies
   • 1.3k views
   • 
   • jevd
   • March 13, 2009

5. SAR SEP Compensation Definition

   By rfahey, September 29, 2009
   • 3 replies
   • 2.2k views
   • 
   • PensionPro
   • October 1, 2009

6. Employer contributions to SIMPLE-IRA

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

7. Reviving an old SEP

   By steve-o, April 7, 2007
   • 3 replies
   • 2.3k views
   • 
   • steve-o
   • April 16, 2007

8. 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

9. Self-employed: SEP-IRA plus traditional IRA

   By Lori Friedman, April 12, 2012
   • 3 replies
   • 7.6k views
   • 
   • Lori Friedman
   • April 12, 2012

10. Amend SIMPLE (k) to traditional (k)

    By MSN, August 7, 2007
    • 3 replies
    • 2.2k views
    • 
    • Kimberly S
    • January 11, 2008

11. Are new contributions to a SEP set up by a previous employer allowed?

    By Guest BillP, October 22, 2005
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • October 25, 2005

12. Related employers for SEP?

    By cathyw, February 3, 2022
    • 3 replies
    • 997 views
    • 
    • cathyw
    • February 5, 2022

13. Simple IRAs

    By Guest spritcha, December 4, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • December 5, 2001

14. Handling a SIMPLE IRA plan when sponsor is acquired

    By Scuba 401, October 6, 2017
    • 3 replies
    • 1.2k views
    • 
    • Scuba 401
    • October 9, 2017

15. Leased Employees Coverage

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

16. SIMPLe IRA compensation

    By Guest Lil Anderson, January 24, 2007
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • January 25, 2007

17. SIMPLE IRA - Ineligible Employer

    By KateSmithPA, June 11, 2008
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • July 7, 2008

18. Terminate PS Start SEP

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

19. Sole Proprietorship to Adopt 2011 SEP by Oct 15, 2012

    By Richard Anderson, October 4, 2012
    • 3 replies
    • 1.2k views
    • 
    • Gary Lesser
    • October 9, 2012

20. SIMPLE IRA LLC single owner

    By Guest robertcusick, December 7, 2010
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • December 8, 2010

21. SIMPLE - any vendors that handle missing participant IRA's

    By Belgarath, July 21, 2015
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • January 23, 2016

22. SarSep to 401(k) Plan

    By Guest Dee Kratz, August 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • actuarysmith
    • August 5, 2002

23. Does ERISA apply to SEP-IRAs ?

    By Guest Moe Howard2, June 21, 2004
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • June 23, 2004

24. Disqualification of SARSEP

    By LIBERTYKID, April 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 22, 2010

25. Non calandar year SIMPLE IRA plans

    By Guest rffahey, November 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • November 14, 2003

26. SIMPLE IRA - Yr end true up

    By Guest Elfman, October 25, 2005
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 26, 2005

27. Switching Financial Institution for SARSEP

    By Guest kprhok, October 29, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2009

28. SEPs, SIMPLEs, creditors

    By Santo Gold, September 14, 2010
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • September 15, 2010

29. Simple 401(k)

    By PMC, September 10, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • September 18, 2001

30. Prior year failure to contribute to SEP-IRA

    By wsp, March 8, 2004
    • 2 replies
    • 2.8k views
    • 
    • Gary Lesser
    • March 15, 2004

31. Terminating a SIMPLE 401k

    By MarZDoates, November 5, 2007
    • 2 replies
    • 2k views
    • 
    • MarZDoates
    • November 8, 2007

32. New SAR-SEP Form

    By Guest Jim Brennan, December 9, 1998
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • December 19, 1998

33. Prototype SEP Document & DB Plan

    By Guest haydenks, December 10, 1998
    • 2 replies
    • 2.8k views
    • 
    • Gary Lesser
    • December 19, 1998

34. SEP contribution for a terminated employee

    By Guest Jensen, April 6, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 7, 2006

35. Cross Testing a SEP and 401k Plan together?

    By AnnM, February 16, 2021   

    • sep
    • cross test
    • (and 3 more)

      Tagged with:

      • sep
      • cross test
      • abpt
      • abt
      • gateway minimum
    • 2 replies
    • 970 views
    • 
    • AnnM
    • February 18, 2021

36. Do amounts contributed as catch up contributions to a SIMPLE IRA affect the ability to make catch up contributions to the plan of another employer such as a 401(k) or 403(b)?

    By Guest David Blask, September 12, 2003
    • 2 replies
    • 3k views
    • 
    • Guest
    • September 17, 2003

37. SIMPLE IRA Question

    By bzorc, December 12, 2013
    • 2 replies
    • 1.3k views
    • 
    • bzorc
    • December 13, 2013

38. 25% Excise tax waived right?

    By austin3515, April 2, 2020
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • April 9, 2020

39. Plan Merger with Simple IRA

    By KevinMc, December 6, 2024
    • 2 replies
    • 1k views
    • 
    • KevinMc
    • December 6, 2024

40. SIMPLE IRA

    By Felicia, May 4, 2006
    • 2 replies
    • 1.8k views
    • 
    • ERISAnut
    • May 4, 2006

41. SARSEP eligibility

    By Guest pension doc, January 4, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • January 12, 1999

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

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

43. Terminated 401(k) Plan and New SIMPLE IRA Plan

    By Guest PhDay, December 8, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 9, 2010

44. SEP IRA - contribution classification

    By Guest br6k, October 12, 2014
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 20, 2014

45. employer contributions to a SARSEP

    By Guest pensiondoc, February 6, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • February 15, 1999

46. Combination 10% Money Purchase Contribution and SEP contribution

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

47. Converting from a SEP to a Simple IRA

    By metsfan026, February 14, 2024
    • 2 replies
    • 2.1k views
    • 
    • Gary Lesser
    • February 18, 2024

48. COLA Chart for Smaller Business Owners

    By Gary Lesser, February 23
    • 2 replies
    • 1.1k views
    • 
    • JRN
    • February 24

49. Disqualify a SIMPLE Plan with $200 of Employer match in this year

    By Jim Chad, July 26, 2013
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 23, 2013

50. How to terminate a SEP?

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