SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Simple Takeover

   By Guest mb4, October 11, 2005
   • 2 replies
   • 1.7k views
   • 
   • Gary Lesser
   • October 21, 2005

2. SEP and PS Plan

   By DP, April 11, 2006
   • 3 replies
   • 1.7k views
   • 
   • ERISAnut
   • April 26, 2006

3. Starting Qualified Plan When SIMPLE-IRA exists

   By Lou S., July 31, 2018
   • 7 replies
   • 1.7k views
   • 
   • Larry Starr
   • September 20, 2018

4. Simple IRA and LLC

   By Guest kla1, February 14, 2002
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • February 14, 2002

5. SIMPLE IRA notification

   By SMB, November 12, 2007
   • 1 reply
   • 1.7k views
   • 
   • jevd
   • November 12, 2007

6. SIMPLE with No NHCE?

   By justanotheradmin, February 20, 2020
   • 7 replies
   • 1.7k views
   • 
   • justanotheradmin
   • February 24, 2020

7. SEP-IRA deduction for part of year as solo

   By Guest noans, April 10, 2014
   • 8 replies
   • 1.7k views
   • 
   • Flyboyjohn
   • April 23, 2014

8. SEP plan - calendar vs fiscal year

   By Guest bmurphy, November 11, 2004
   • 2 replies
   • 1.7k views
   • 
   • Lame Duck
   • November 12, 2004

9. SARSEP Asset or Liability

   By Guest StephenF, January 11, 2006
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • January 11, 2006

10. overfunded SEP

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

11. Simple IRA to 401k

    By doombuggy, December 30, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 25, 2006

12. SEPs and Controlled Groups

    By Guest J_Cira_70, January 18, 2001
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 29, 2001

13. Effect of Disallowed Deferrals on Employer Withholding Obligations

    By Christine Roberts, October 20, 2000
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 1, 2000

14. 2 SEP plans for the same individual for 2 different companies. Is this allowable?

    By Guest nan002, October 20, 2005
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 21, 2005

15. 5305 SEP and Prior Service

    By Guest PenProf, April 19, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 19, 1999

16. Excess Contributions - taxability

    By Guest jpetrancosta, July 1, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • July 2, 2002

17. Surviving Spouse Benefits under SEPs

    By Scott, December 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • December 3, 2002

18. In what tax year must attorney begin contributions for employee?

    By Guest fmcurley, October 27, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 30, 2000

19. No Contribution to HCE in SEP?

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

20. SIMPLE IRA and Fidelity Bond Requirements

    By Susan S., April 15, 2014
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • April 15, 2014

21. What does the word "maintain" really mean, rergarding a SIM

    By Moe Howard, January 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 11, 2002

22. Frozen SEP - IRA Contribution

    By Guest erepper, September 19, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • September 23, 2005

23. HSA contributions - compensation ?

    By rfahey, July 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • September 15, 2010

24. SIMPLE-IRA Termintaion

    By Guest RPSS, February 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2000

25. valid reason to stop this plan

    By wsp, April 24, 2006
    • 3 replies
    • 1.7k views
    • 
    • Jim Norman
    • April 24, 2006

26. ERISA Bonding Requirements

    By Tot, December 1, 1999
    • 0 replies
    • 1.7k views
    • 
    • Tot
    • December 1, 1999

27. Transfer of SEP accounts

    By eilano, February 19, 2001
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • February 23, 2001

28. SIMPLE IRA & 403(b)

    By Guest wjr, October 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 30, 2001

29. SEP IRA - Short Plan YEar?

    By austin3515, September 10, 2014
    • 8 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 31, 2014

30. missed or incorrect employer contributions

    By Santo Gold, March 11, 2010
    • 1 reply
    • 1.7k views
    • 
    • Christine Roberts
    • March 13, 2010

31. Allowable Start Date for SIMPLE IRA Plan

    By Guest SPollock, November 4, 1999
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • November 24, 1999

32. simple IRA contribution timing requirements

    By Guest Ed Walker, July 19, 2000
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • August 29, 2000

33. SIMPLE EGTRRA Compliance

    By jpod, July 29, 2008
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • July 30, 2008

34. SIMPLE deferrals not taken from bonus

    By Guest bmurphy, November 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • November 11, 2005

35. Can owner of business also have a SEP for 1099 income?

    By AKconsult, September 6, 2012
    • 3 replies
    • 1.7k views
    • 
    • shERPA
    • September 7, 2012

36. SEP contributions

    By Guest terric, February 1, 2005
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • February 11, 2005

37. part of HCE SEP contribution not made

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

38. Assigning the right of inherited IRA assets- what are the effects?

    By Guest Shelton, June 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • June 5, 2002

39. Use of Designated Financial Institution

    By Guest Donaldson, October 28, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 31, 2002

40. Schedule C Negative but 401k already funded

    By austin3515, July 7, 2021
    • 10 replies
    • 1.7k views
    • 
    • bito'money
    • July 7, 2021

41. SAR-SEP fails 50% participation test

    By Earl, February 14, 2001
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 3, 2002

42. AGGREGATION--SIMPLE & TRADITIONAL 401(K)s

    By Guest JROSSITTER, February 22, 2000
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • May 17, 2000

43. Excess employee and employer contributions to Simple plan

    By Guest Melissa Winslow, March 3, 2000
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • May 17, 2000

44. SIMPLE IRA - many issues, many years - Fixable?

    By DR245, February 11, 2020
    • 5 replies
    • 1.7k views
    • 
    • Gary Lesser
    • February 18, 2020

45. Simple IRA

    By Jilliandiz, October 20, 2003
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 21, 2003

46. SIMPLE & SH 401(k)

    By doombuggy, February 21, 2006
    • 2 replies
    • 1.7k views
    • 
    • doombuggy
    • February 21, 2006

47. Compensation cap

    By Moe Howard, January 25, 2007
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 25, 2007

48. SEP IRA question

    By Doublehill, January 3, 2020
    • 3 replies
    • 1.7k views
    • 
    • spiritrider
    • January 6, 2020

49. SARSEP ADP Testing failures

    By Guest tcunagin, April 4, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • April 25, 2002

50. Stopping Employer Contributions to a SEP

    By Guest NPWA, April 7, 2004
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • April 7, 2004