SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Profit Sharing NOW SIMPLE IRA

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

2. Deposits to wrong SEP

   By bzorc, May 23, 2016
   • 6 replies
   • 1.8k views
   • 
   • Sabrina1
   • October 29, 2024

3. SEP for a controlled group

   By Bird, December 6, 2006
   • 2 replies
   • 1.8k views
   • 
   • Bird
   • December 7, 2006

4. SEP - Mandatory Employee Contributions?

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

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

   By Guest MaggieNme417, April 6, 2004
   • 4 replies
   • 1.8k views
   • 
   • Gary Lesser
   • August 27, 2004

6. SIMPLE and Profit Sharing in same year

   By MGOAdmin, August 13, 2015   

   • SIMPLE
   • Profit Sharing
   • 3 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • August 19, 2015

7. SIMPLE IRA -Exclusive Benefit Plan Rule

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

8. SIMPLE IRA Catch-up and Matching Contributions

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

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

   By MGOAdmin, October 19, 2016   

   • SIMPLE 401k
   • Multiple Plans
   • 3 replies
   • 1.8k views
   • 
   • shERPA
   • November 23, 2016

10. 401(k) Rolled over ti SIMPLE by Mistake.

    By jevd, September 28, 2007
    • 4 replies
    • 1.8k views
    • 
    • Appleby
    • September 30, 2007

11. How to compute calculation for both SEP and MPPP

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

12. SIMPLE IRA rollovers

    By Benefits 101, February 25, 2013
    • 5 replies
    • 1.8k views
    • 
    • Benefits 101
    • February 25, 2013

13. simple IRA and frozen DB plan?

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

14. SIMPLE IRA after acquisition

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

15. age 70 1/2 RMDs

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

16. Maximum contributions to SIMPLE plan

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

17. 501(c)6 Non-Profit

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

18. 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

19. 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

20. Acquiring SIMPLE IRA

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

21. Stopping employer SIMPLE contributions

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

22. Excluding Controlled Group Members from SEP

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

23. Investments allowed by SEP

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

24. Partnership Dissolved - Has SIMPLE IRA

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

25. SEP IRA Plan

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

26. 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

27. Maximum employees for a SEP?

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

28. SEP IRA's

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

29. Contributions to 401(k) and SEP?

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

30. SIMPLE termination

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

31. SEP Contributions

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

32. 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

33. SIMPLE IRA rollover options?

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

34. Freezing a SIMPLE 401(k)

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

35. Information on the 5306-SEP form

    By Guest Jeff D, March 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • April 5, 2001

36. SEP PLans

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

37. rollover from sar-sep to 401K

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

38. SAR SEP IRS Audit

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

39. SARSEP protected during bankruptcy of company

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

40. SIMPLE IRA

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

41. Pension Protection Act of 2006

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

42. DB Plan & SEP

    By R. Butler, July 18, 2002
    • 1 reply
    • 1.8k views
    • 
    • actuarysmith
    • July 19, 2002

43. SARSEP Contribution and Deduction Limits

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

44. failure to remit SIMPLE IRA deferrals

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

45. Simple IRA Required to be continued for 2006?

    By PMC, March 6, 2006
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 7, 2006

46. SIMPLE match from PREVIOUS employer?

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

47. Can a sole proprietor (no employees) make his employee elective contri

    By Guest Kathleen Fouquet, January 25, 2001
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 29, 2001

48. SIMPLE IRA

    By Guest Cingo, November 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • December 11, 2009

49. SEP Contribution Limit

    By Guest Retirement4Life, November 21, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 30, 2007

50. Undo SIMPLE IRA Contributions

    By Guest Noidy, January 8, 2003
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 13, 2003