SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. 401(k) Rolled over ti SIMPLE by Mistake.

   By jevd, September 28, 2007
   • 4 replies
   • 1.9k views
   • 
   • Appleby
   • September 30, 2007

2. Amend SIMPLE IRA for eligibility?

   By Guest J Samuelson, March 24, 1999
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • March 25, 1999

3. SIMPLE IRA rollovers

   By Benefits 101, February 25, 2013
   • 5 replies
   • 1.9k views
   • 
   • Benefits 101
   • February 25, 2013

4. SIMPLE and Profit Sharing in same year

   By MGOAdmin, August 13, 2015   

   • SIMPLE
   • Profit Sharing
   • 3 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • August 19, 2015

5. SIMPLE portability

   By Guest Carole Nelsen, August 23, 2001
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • August 23, 2001

6. SIMPLE 401k and regular 401k in same year

   By MGOAdmin, October 19, 2016   

   • SIMPLE 401k
   • Multiple Plans
   • 3 replies
   • 1.9k views
   • 
   • shERPA
   • November 23, 2016

7. SEP for a controlled group

   By Bird, December 6, 2006
   • 2 replies
   • 1.9k views
   • 
   • Bird
   • December 7, 2006

8. Employer maintain SARSEP and a 401(k)?

   By Guest MaggieNme417, April 6, 2004
   • 4 replies
   • 1.9k views
   • 
   • Gary Lesser
   • August 27, 2004

9. SEP entry date (turned 21 during current plan year).

   By Guest Moe Howard2, November 2, 2004
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • November 3, 2004

10. SEPP and a Profit Sharing Plan

    By Guest ronalds, February 20, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 20, 2000

11. SarSep to 401(k) Plan

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

12. Profit Sharing NOW SIMPLE IRA

    By Guest SPollock, September 18, 1999
    • 3 replies
    • 1.8k views
    • 
    • Ervin Barham
    • September 27, 1999

13. How to compute calculation for both SEP and MPPP

    By jkharvey, September 15, 2000
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • September 17, 2000

14. Freezing a SIMPLE 401(k)

    By Randy Watson, November 7, 2006
    • 0 replies
    • 1.8k views
    • 
    • Randy Watson
    • November 7, 2006

15. SIMPLE IRA -Exclusive Benefit Plan Rule

    By Fisher, January 25, 2012
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • January 25, 2012

16. SEP - Mandatory Employee Contributions?

    By Guest GNagler, March 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bill Berke
    • March 8, 2001

17. Can an owner immediately start a SIMPLE plan after terminating a profi

    By John A, October 24, 2000
    • 7 replies
    • 1.8k views
    • 
    • Gary Lesser
    • December 2, 2000

18. Employer terminates SIMPLE plan without giving employees notice

    By Guest Nimrey, February 25, 2014   

    • SIMPLE
    • Termination
    • (and 2 more)

      Tagged with:

      • SIMPLE
      • Termination
      • notice
      • 60 days
    • 4 replies
    • 1.8k views
    • 
    • GMK
    • February 25, 2014

19. SIMPLE IRA Catch-up and Matching Contributions

    By Guest DLevine, October 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • October 9, 2001

20. age 70 1/2 RMDs

    By pmacduff, August 17, 2005
    • 2 replies
    • 1.8k views
    • 
    • pmacduff
    • August 17, 2005

21. Investments allowed by SEP

    By Guest Sarah, April 21, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 22, 1999

22. SIMPLE IRA after acquisition

    By cathyw, August 30, 2005
    • 0 replies
    • 1.8k views
    • 
    • cathyw
    • August 30, 2005

23. 501(c)6 Non-Profit

    By Archimage, July 17, 2002
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 18, 2002

24. Maximum contributions to SIMPLE plan

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

25. Stopping employer SIMPLE contributions

    By Guest bmurphy, July 21, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2005

26. simple IRA and frozen DB plan?

    By AndyH, May 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • May 3, 2002

27. SIMPLE IRA and non-contributing Solok

    By FishOn, November 14, 2023
    • 7 replies
    • 1.8k views
    • 
    • Bird
    • November 17, 2023

28. failure to remit SIMPLE IRA deferrals

    By Guest mjn, January 25, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 26, 2005

29. rollover from sar-sep to 401K

    By Guest LSULLIVAN, January 23, 2004
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 23, 2004

30. SIMPLE IRA

    By BentoBox, March 27, 2024
    • 6 replies
    • 1.8k views
    • 
    • EBECatty
    • March 28, 2024

31. Contributions to 401(k) and SEP?

    By Guest Thomas2006, March 3, 2009
    • 3 replies
    • 1.8k views
    • 
    • Jim Chad
    • March 14, 2009

32. SIMPLE termination

    By Guest LTurner, February 19, 2009
    • 2 replies
    • 1.8k views
    • 
    • jlea
    • February 20, 2009

33. SEP Contributions

    By Guest LSULLIVAN, July 13, 2006
    • 1 reply
    • 1.8k views
    • 
    • jevd
    • July 13, 2006

34. Maximum employees for a SEP?

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

35. SIMPLE IRA

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

36. Acquiring SIMPLE IRA

    By Guest CJErisa, November 17, 2011
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • November 18, 2011

37. SEP IRA's

    By Guest American Pension Consulta, June 13, 2001
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • June 20, 2001

38. terminate Simple IRA, start Safe Harbor 401(k) non calendar year...possible?

    By betheeg, August 11, 2005
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • September 8, 2005

39. Excluding Controlled Group Members from SEP

    By Guest Frasier Ives, July 21, 1999
    • 5 replies
    • 1.8k views
    • 
    • Gary Lesser
    • August 16, 1999

40. Partnership Dissolved - Has SIMPLE IRA

    By MarZDoates, February 9, 2010
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • February 11, 2010

41. SEP IRA Plan

    By Guest Darcy L. Hitesman, January 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • January 8, 2002

42. Does the annual top-heavy test for SARSEP include contributions for th

    By Guest Larry J. Beckman, February 15, 2001
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • February 17, 2001

43. SIMPLE IRA rollover options?

    By Guest CCDB, January 20, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 20, 2000

44. SARSEP Contribution and Deduction Limits

    By Lynn Campbell, March 20, 2001
    • 0 replies
    • 1.8k views
    • 
    • Lynn Campbell
    • March 20, 2001

45. SAR SEP IRS Audit

    By rfahey, December 16, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • December 26, 2002

46. Pension Protection Act of 2006

    By Gary Lesser, August 7, 2006
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • August 18, 2006

47. SEP PLans

    By Guest JDGlenn, February 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • February 24, 1999

48. VCP correction for SIMPLE IRA gone bad

    By Flyboyjohn, April 23, 2019
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 26, 2019

49. SARSEP protected during bankruptcy of company

    By Guest KMP, August 9, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 9, 2006

50. SIMPLE match from PREVIOUS employer?

    By Guest Kuryan Thomas, November 13, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2000