SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Mistaken Salary Deferrals to a SEP

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

2. Model SEP and Qualified 401(k) in Same Year

   By Guest DGM, December 16, 2004
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 16, 2004

3. Money Purchase Plan and SIMPLE IRA

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

4. More SARSEP questions, especially maintaining a SARSEP and another pla

   By John A, October 20, 2000
   • 1 reply
   • 1.6k views
   • 
   • Gary Lesser
   • December 1, 2000

5. Moving from SIMPLE-DFI to SIMPLE Non-DFI

   By Guest Steve Benjamin, January 15, 2000
   • 0 replies
   • 2k views
   • 
   • Guest
   • January 15, 2000

6. Moving funds from a traditional IRA to a SIMPLE IRA due to bank error

   By rpolich, June 2, 2016   

   • IRA
   • SIMPLE
   • 4 replies
   • 1.2k views
   • 
   • Bird
   • June 3, 2016

7. Moving SARSEP funds to another investment type

   By Guest Janice Pratt, April 20, 2001
   • 2 replies
   • 1.8k views
   • 
   • Gary Lesser
   • July 26, 2001

8. Moving SIMPLE IRA funds to another plan (Traditional IRA, Roth IRA, 40

   By Guest Carl C, July 31, 2000
   • 4 replies
   • 2.3k views
   • 
   • Gary Lesser
   • August 29, 2000

9. Moving the assets of a SIMPLE

   By K-t-F, January 10, 2014
   • 10 replies
   • 4k views
   • 
   • Borsley
   • January 13, 2014

10. Multiple business

    By Guest David Winkler, December 27, 2010
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • December 30, 2010

11. Multiple businesses

    By SMB, March 31, 2009
    • 3 replies
    • 4k views
    • 
    • J Simmons
    • April 4, 2009

12. Multiple ownership - multiple plan types

    By Guest LSULLIVAN, August 12, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 12, 2009

13. Multiple Plans Coordination in General

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

14. Multiple SEP Plans for One Employer

    By JustMe, February 16, 2021
    • 3 replies
    • 1.2k views
    • 
    • JustMe
    • February 17, 2021

15. MULTIPLE SIMPLE DEFERRAL LIMIT

    By Guest AFRICA, August 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 8, 1999

16. Multiple Simple Plans

    By card, September 23, 1998
    • 1 reply
    • 2.8k views
    • 
    • card
    • September 24, 1998

17. multiple SIMPLE vendors?

    By AlbanyConsultant, August 5, 2019
    • 4 replies
    • 1k views
    • 
    • AlbanyConsultant
    • August 6, 2019

18. Must all self-employment income be combined for SEP?

    By jukeboy56, April 10, 2006
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • April 27, 2006

19. Must update SEP document for EGTRRA if no further contributions under SEP going to be made?

    By LIBERTYKID, October 1, 2002
    • 11 replies
    • 5.9k views
    • 
    • amadeus229
    • September 18, 2015

20. must we use document sponsor for all investments in a Sep?

    By Jim Chad, May 13, 2016
    • 5 replies
    • 1.1k views
    • 
    • jpod
    • May 16, 2016

21. Need Help! Employer switching from SARSEP to 401k

    By Guest Mt.High, December 21, 2007
    • 3 replies
    • 6.7k views
    • 
    • Guest
    • December 21, 2007

22. Net profits required in order to make a SEP contribution?

    By Guest fusiuser, February 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 17, 2000

23. new 401k,but maintained SIMPLE

    By Guest LTurner, February 27, 2003
    • 5 replies
    • 1.3k views
    • 
    • Gary Lesser
    • March 6, 2003

24. New Business

    By Guest HD WILLIAMS, December 8, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 15, 1998

25. New max. contribution limits for SIMPLE IRAs in 2000?

    By Guest TrustMe401k, January 21, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 21, 2000

26. New SAR-SEP Form

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

27. new sep

    By sheadan@aol.com, October 4, 2017
    • 1 reply
    • 517 views
    • 
    • Gary Lesser
    • December 17, 2017

28. New SIMPLE IRA if Employer Makes Last Qualified Plan Contribution afte

    By rocknrolls2, December 13, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 21, 1999

29. New SIMPLE Plan

    By Guest rgorman, January 8, 2009
    • 6 replies
    • 1.5k views
    • 
    • Gary Lesser
    • February 3, 2009

30. New SIMPLE plan effective July 1 2007

    By rfahey, January 2, 2007
    • 9 replies
    • 2.5k views
    • 
    • Belgarath
    • January 19, 2007

31. New SIMPLE PLan for 2012

    By rfahey, December 4, 2012
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • March 28, 2013

32. New tax laws that affects SIMPLE IRA?

    By Lori H, April 25, 2017
    • 2 replies
    • 749 views
    • 
    • Flyboyjohn
    • April 26, 2017

33. Newer Employer

    By austin3515, August 14, 2014
    • 3 replies
    • 985 views
    • 
    • Bird
    • August 15, 2014

34. No Contribution to HCE in SEP?

    By Guest Robert Lees, February 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • February 20, 1999

35. NO Contributions to SIMPLE but not officially terminated

    By Lori Foresz, January 12, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 12, 2005

36. No Longer Eligible for SARSEP

    By Guest JB2, December 21, 1998
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • December 22, 1998

37. No section 415(c) limitation for a SIMPLE Plan? Can a sole proprietor

    By Mary Kay Foss, October 26, 2000
    • 5 replies
    • 2.6k views
    • 
    • Gary Lesser
    • December 1, 2000

38. Non calandar year SIMPLE IRA plans

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

39. Non-5305 SEP with Individual 401(k)

    By matthny, December 3, 2015
    • 3 replies
    • 969 views
    • 
    • Lou S.
    • December 4, 2015

40. Non-Contributory SEP

    By Guest R. Daestrom, November 19, 2004
    • 10 replies
    • 2.6k views
    • 
    • Appleby
    • November 21, 2004

41. Non-Discrimination testing for Simple 401(k) plans.

    By Guest Sara H, April 28, 1999
    • 3 replies
    • 2.1k views
    • 
    • Kathy
    • May 21, 1999

42. Non-elective contributions limit

    By steve-o, January 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

43. Non-Model SEPs

    By SMB, April 15, 2002
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • April 24, 2002

44. Non-profit

    By Guest RAA, March 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • March 6, 2003

45. Nondeductible SEP contribution refundable?

    By Guest B'Etor, April 1, 2004
    • 8 replies
    • 1.6k views
    • 
    • jevd
    • April 6, 2004

46. Nonresponsive participant

    By austin3515, June 11, 2018
    • 3 replies
    • 1k views
    • 
    • Larry Starr
    • June 11, 2018

47. Nonuniform allocation rates in SEP

    By cathyw, January 9
    • 4 replies
    • 1.1k views
    • 
    • cathyw
    • January 11

48. Not so SIMPLE IRA

    By Guest Fauxqui, March 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 16, 2003

49. Not-for-Profit SIMPLE IRA Plan

    By Guest SPollock, July 21, 2000
    • 2 replies
    • 3.4k views
    • 
    • Gary Lesser
    • August 29, 2000

50. Notice to ee's re: new EGTRRA limits for SIMPLE & SEP plans?

    By Guest amfam2, August 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 6, 2002