SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Pre-funding a SEP IRA

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

2. Prior year employer contributions to SEP IRA.

   By Guest Randy Ehle, March 17, 2000
   • 5 replies
   • 7.9k views
   • 
   • Gary Lesser
   • May 30, 2002

3. Prior year failure to contribute to SEP-IRA

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

4. Prior Year Sep Contributions

   By Guest dmrrtr, August 30, 2001
   • 1 reply
   • 2.1k views
   • 
   • Appleby
   • September 4, 2001

5. Procedure for correcting 2012 excess SEP/IRA contribution

   By Guest Taxlady1040, March 7, 2014   

   • excess contribution
   • 6 replies
   • 8k views
   • 
   • masteff
   • March 7, 2014

6. Profit Sharing and SEP

   By DP, October 6, 2010
   • 2 replies
   • 1.3k views
   • 
   • Gary Lesser
   • October 8, 2010

7. Profit Sharing Contribution deposited to SEP in error

   By Lynn Campbell, December 10, 1999
   • 3 replies
   • 1.5k views
   • 
   • Gary Lesser
   • January 13, 2000

8. Profit Sharing NOW SIMPLE IRA

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

9. Profit Sharing Plan and SEP

   By Lori Foresz, March 26, 2004
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2004

10. Profit Sharing to SEP

    By Guest WWPDRC, October 26, 2006
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • November 20, 2006

11. Prohibited transaction

    By Guest Shelton, April 12, 2002
    • 14 replies
    • 3.5k views
    • 
    • KJohnson
    • April 29, 2002

12. Proposed increments to the contribution limits

    By Guest peterpeter, July 10, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 10, 1999

13. prototype plan document for SEP-IRA plan that allows contributions to

    By Guest Barbara Roper, December 10, 2002
    • 3 replies
    • 6.1k views
    • 
    • Gary Lesser
    • December 26, 2002

14. Prototype SEP

    By SMB, November 25, 2008
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • December 1, 2008

15. Prototype SEP Document & DB Plan

    By Guest haydenks, December 10, 1998
    • 2 replies
    • 2.9k views
    • 
    • Gary Lesser
    • December 19, 1998

16. Prototype SIMPLE IRA's

    By Belgarath, November 7, 2016
    • 1 reply
    • 776 views
    • 
    • ETA Consulting LLC
    • November 7, 2016

17. Purchased by company with a SIMPLE Plan

    By Earl, March 3, 2011
    • 1 reply
    • 1k views
    • 
    • Earl
    • March 3, 2011

18. QNEC for SARSEP ADP correction

    By Guest ladycpa2, September 18, 2007
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 18, 2007

19. QP-SEP ILLUSTRATOR UPDATE

    By Gary Lesser, November 15, 2003
    • 0 replies
    • 968 views
    • 
    • Gary Lesser
    • November 15, 2003

20. Qualification failure ..... Plan Document Failure...?

    By Guest Moe Howard2, April 19, 2005
    • 24 replies
    • 4.7k views
    • 
    • mbozek
    • May 10, 2005

21. Qualified plan established during year when SIMPLE IRA contributions a

    By Guest FredReilly, May 3, 2000
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 17, 2000

22. Question about the rule that a firm can't have traditional 401(k) and

    By maverick, March 14, 2002
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • March 15, 2002
23. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    Topic was merged with Question: SIMPLE and Profit Sharing, off-calendar fiscal year

24. Re-Characterization as Catch up

    By coleboy, August 8, 2018
    • 2 replies
    • 590 views
    • 
    • coleboy
    • August 8, 2018

25. Real-Estate investment

    By FJR, September 1, 2004
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • September 2, 2004

26. Recharacterize - list contrib & date?

    By Guest amfam2, April 25, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • April 25, 2003

27. Recharacterize Traditional IRA to SEP IRA

    By rfahey, April 25, 2008
    • 1 reply
    • 2.7k views
    • 
    • Gary Lesser
    • May 11, 2008

28. Reclassify Trad. IRA to SEP IRA?

    By Guest tar0930, February 20, 2009
    • 9 replies
    • 4.2k views
    • 
    • jevd
    • March 2, 2009

29. Record retention for SEP IRA

    By Guest Roger K., August 16, 2010
    • 1 reply
    • 2.7k views
    • 
    • Gary Lesser
    • September 15, 2010

30. Rehired employee

    By Jeff, July 13, 2017   

    • simple ira plan
    • 4 replies
    • 2.4k views
    • 
    • Gary Lesser
    • February 13, 2022

31. Related employers for SEP?

    By cathyw, February 3, 2022
    • 3 replies
    • 1k views
    • 
    • cathyw
    • February 5, 2022

32. Relationship of contribution limits between SEP-IRA and SARSEP

    By Guest smrosenberry, December 26, 2010
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • December 28, 2010

33. Removal of excess contributions with negative earnings

    By Guest bmurphy, December 27, 2001
    • 4 replies
    • 3.6k views
    • 
    • Gary Lesser
    • January 8, 2002

34. Remove SEP Contributions?

    By Dazednconfused, July 8, 2021
    • 2 replies
    • 1.4k views
    • 
    • JackS
    • July 8, 2021

35. Rental Income

    By jane123, March 24, 2004
    • 4 replies
    • 2.3k views
    • 
    • Gary Lesser
    • March 27, 2004

36. Replacing SIMPLE with 401(k) Plan Mid-Year After Correcting SIMPLE Employer Eligibility Failure

    By ERISA11, April 30, 2019
    • 4 replies
    • 1.7k views
    • 
    • ERISA11
    • May 2, 2019

37. Reporting and reversal of excess SEP contribution.

    By Guest Bette N, February 13, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2001

38. Reporting SEP contributions to IRS

    By Guest nirvana, April 7, 2004
    • 7 replies
    • 5.2k views
    • 
    • Gary Lesser
    • April 9, 2004

39. Reporting-Desingated Fianancial Institution

    By Felicia, August 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Felicia
    • August 30, 2001

40. Requiring Employees to Establish SEP at xx institution

    By Guest kprhok, August 2, 2007
    • 7 replies
    • 2.3k views
    • 
    • Appleby
    • August 2, 2007

41. Requiring Participation in SIMPLE IRA

    By holdco, December 29, 2011
    • 4 replies
    • 6.4k views
    • 
    • masteff
    • December 30, 2011

42. RETIREMENT PLAN ILLUSTRATION CALCULATOR

    By Gary Lesser, September 18, 2007
    • 4 replies
    • 4.3k views
    • 
    • Gary Lesser
    • November 26, 2008

43. Retirement Plan Options for Small Businesses

    By Guest Bobclp, September 4, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 4, 2001

44. Retrospective deferrals?

    By M Norton, September 21, 2016
    • 2 replies
    • 883 views
    • 
    • Bill Presson
    • September 22, 2016

45. Return of employer contribution

    By Guest Pensions in Paradise, December 17, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • December 17, 2003

46. Rev. Proc. 2003-44 -- SIMPLE Plans covered

    By Guest HRlawguy, July 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • August 14, 2003

47. Reverse ER SEP contribution?

    By Guest Carolyn Barnard, June 3, 2008
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • July 7, 2008

48. Revised Model Forms

    By Guest wjr, December 20, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 20, 2002

49. Reviving an old SEP

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

50. Revocation of a SIMPLE 401K

    By Guest JEP, October 18, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2001