SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Obtain IRS ruling on individually designed SEP?

   By jstorch, March 14, 2005
   • 11 replies
   • 2.7k views
   • 
   • Gary Lesser
   • March 23, 2005

2. Off Calendar SEP - Terminating Employees

   By ubermax, August 6, 2014
   • 10 replies
   • 1.5k views
   • 
   • Gary Lesser
   • October 31, 2014

3. Oh no! Some more SIMPLE-401(k) questions

   By Moe Howard, January 4, 2002
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • January 10, 2002

4. Old SARSEP with 30-hour per week eligibility

   By Guest mjn, May 6, 2005
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • May 9, 2005

5. Old SEP Excess Contributions

   By Guest Patrick Foley, March 13, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 13, 2001

6. old SIMPLE / New 401k

   By Santo Gold, August 8, 2017
   • 3 replies
   • 613 views
   • 
   • Santo Gold
   • August 9, 2017

7. one participant sep. max annual addition?

   By Lori H, May 23, 2006
   • 4 replies
   • 2.1k views
   • 
   • Gary Lesser
   • June 1, 2006

8. One Plan Rule

   By Guest CWM, December 12, 2014
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 12, 2014

9. One SEP for owner and another SEP for employees?

   By Guest DaveHead, December 15, 2014   

   • SEP
   • 3 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • December 16, 2014

10. One Spouse is self employed and has SEP

    By Scuba 401, April 10, 2018
    • 1 reply
    • 770 views
    • 
    • spiritrider
    • April 11, 2018

11. One Year of Service

    By Dazednconfused, January 11, 2011
    • 4 replies
    • 1.1k views
    • 
    • Dazednconfused
    • January 14, 2011

12. Open enrollment

    By Doogan, November 9, 2022
    • 2 replies
    • 770 views
    • 
    • Doogan
    • November 9, 2022

13. Open Enrollment?

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

14. Opening of SEP account

    By Rai401k, December 18, 2003
    • 6 replies
    • 1.4k views
    • 
    • Gary Lesser
    • December 23, 2003

15. Operational Failure in SARSEP

    By Spodie, February 5, 2013
    • 3 replies
    • 1.4k views
    • 
    • Spodie
    • March 13, 2013

16. Options for terminated SARSEP

    By Guest Brendan McKee, December 6, 2005
    • 5 replies
    • 3.5k views
    • 
    • Appleby
    • December 16, 2005

17. Overcontribution to prior year SEP of self-employed person

    By Guest CarolM, October 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 15, 1999

18. Overcontribution to SEP

    By nancy, January 26, 1999
    • 2 replies
    • 2.4k views
    • 
    • Gary Lesser
    • February 15, 1999

19. overfunded SEP

    By Santo Gold, January 8, 2009
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 12, 2009

20. Owner contributins to simple 401k

    By Guest spencerhos, April 7, 2005
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • April 8, 2005

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

    By Guest gnielsen, August 10, 2004
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • August 11, 2004

22. part of HCE SEP contribution not made

    By Guest mjn, February 8, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 2, 2005

23. Partial Discontinuance of a Prototype SIMPLE IRA

    By Guest jg062098, June 3, 2004
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • June 16, 2004

24. participant in a simple AND 403b plan

    By Guest tlott, December 1, 2003
    • 3 replies
    • 1.1k views
    • 
    • Gary Lesser
    • December 17, 2003

25. Participate in PS Plan?

    By Guest MEWilson, September 10, 2003
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • September 15, 2003

26. Participating in 2 SEPS

    By Guest Pat Metallic, December 22, 2005
    • 7 replies
    • 2.3k views
    • 
    • Gary Lesser
    • December 23, 2005

27. participation in 2 SEP plans

    By Guest Elizabeth Gaskins, September 25, 2002
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • September 25, 2002

28. Participation in multiple SEPs

    By Young Curmudgeon, May 14, 2013
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • May 14, 2013

29. Partner Compensation

    By Guest derek, December 8, 1998
    • 8 replies
    • 3.7k views
    • 
    • Gary Lesser
    • December 19, 1998

30. partner in law firm wants SEP

    By k man, January 12, 2009
    • 18 replies
    • 3.2k views
    • 
    • QDROphile
    • January 14, 2009

31. Partner SEP Contribution

    By mjf06241972, April 9, 2019
    • 6 replies
    • 1.1k views
    • 
    • mjf06241972
    • April 11, 2019

32. PARTNERSHIP 401(K) COMPENSATION REVISITED

    By Guest D_NITSCHE, March 2, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 3, 1999

33. Partnership Dissolved - Has SIMPLE IRA

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

34. Partnership Info Needed

    By Guest Don N, March 1, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • August 29, 2000

35. Partnership with a SARSEP changes to S Corp 10/1/03-- okay to adopt 401k plan as of 10/1/03?

    By Dave Baker, September 23, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • October 4, 2003

36. Pay-to-Play queestion---SIMPLES and SEPS

    By Borsley, March 24, 2011
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 24, 2011

37. Penalty for early withdrawl

    By Guest CCDB, February 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • February 1, 2000

38. Pension Protection Act of 2006

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

39. Per Diem Employees

    By Doogan, March 23, 2021
    • 4 replies
    • 1.3k views
    • 
    • Doogan
    • March 23, 2021

40. Percentage of Contribution Limit

    By Guest Thornton, December 26, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 26, 2002

41. Person with 401k at work and self employment SIMPLE?

    By Guest mhalvor, December 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • December 19, 2005

42. Plan Merger with Simple IRA

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

43. Please clarify maximums to contribute/defer to SARSEP IRA

    By Guest DCarter, February 19, 1999
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • February 24, 1999

44. Point of this board?

    By Guest CJF, April 12, 2000
    • 3 replies
    • 1.4k views
    • 
    • BeckyMiller
    • April 18, 2000

45. Possible to convert a SIMPLE 401(k) to regular 401(k)?

    By Gudgergirl, October 5, 2010
    • 1 reply
    • 3.5k views
    • 
    • Bird
    • October 5, 2010

46. Post death contribution?

    By Guest Whatup, March 29, 2006
    • 7 replies
    • 6.9k views
    • 
    • Bird
    • April 2, 2006

47. postponement of RMD from SIMPLE plan

    By Guest bmurphy, September 30, 2004
    • 4 replies
    • 1.5k views
    • 
    • jevd
    • October 1, 2004

48. ppa & seps

    By Beemer, April 25, 2007
    • 3 replies
    • 2.2k views
    • 
    • Beemer
    • June 18, 2007

49. Pre-Existing SEP - First year 5500-EZ Filing for 401(k) Plan

    By Towanda, April 10
    • 6 replies
    • 1.3k views
    • 
    • Towanda
    • April 10

50. Pre-funding a SEP IRA

    By Guest gregens, December 22, 2003
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 12, 2004