SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SIMPLE IRA in place, 401(k)/PS Plan wants to be added

   By Guest KeithinClev, February 16, 2005
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • April 8, 2005

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

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

3. Different eligibility for current vs future SEP participants?

   By masteff, May 17, 2005
   • 6 replies
   • 1.7k views
   • 
   • Bird
   • May 20, 2005

4. Stopping Employer Contributions to a SEP

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

5. SARSEP ADP Testing failures

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

6. full or short plan year

   By Guest mparker2028, September 14, 2006
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • September 16, 2006

7. SEP Corrections

   By Fisher, April 13, 2007
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • July 20, 2007

8. SIMPLE-IRA contributions made in 2015, 401k to be adopted

   By Belgarath, January 22, 2015
   • 3 replies
   • 1.7k views
   • 
   • Monica Barnard
   • April 30, 2015

9. SIMPLE IRA w/Match, failed to withhold for new employees

   By JHalligan, December 16, 2022
   • 2 replies
   • 1.7k views
   • 
   • JHalligan
   • December 23, 2022

10. Participation in multiple SEPs

    By Young Curmudgeon, May 14, 2013
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • May 14, 2013

11. SEP Document with existing DB

    By Jim Norman, March 7, 2007
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • March 22, 2007

12. SAR SEP ADP Test - Family Aggregation

    By rfahey, January 9, 2003
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 13, 2003

13. S Corp SEP funded by C Corp ctrbs?

    By Guest GreenERISA, November 17, 2011
    • 5 replies
    • 1.7k views
    • 
    • masteff
    • November 17, 2011

14. Missed contributions to SEP

    By Spencer, April 21, 2011
    • 3 replies
    • 1.7k views
    • 
    • jpod
    • April 21, 2011

15. SARSEP Frozen/401(k)Plan Set-up

    By Guest Jean Blackwood, February 23, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2000

16. US Corporation with foreign subsidiary and SIMPLE-IRA Plan.

    By Guest ASmithKochCPA, July 12, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • July 12, 2005

17. Simple Ira

    By Guest 401kproman, February 19, 2002
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • February 21, 2002

18. Termianting a SIMPLE IRA

    By R. Butler, December 23, 2010
    • 3 replies
    • 1.7k views
    • 
    • 12AX7
    • January 26, 2011

19. Terminating Simple IRA and adopting a 401(k) plan

    By eilano, March 2, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bill Berke
    • March 8, 2001

20. When does an employee become eligible in a SEP

    By Guest gjccpa, January 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • January 19, 2002

21. New max. contribution limits for SIMPLE IRAs in 2000?

    By Guest TrustMe401k, January 21, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 21, 2000

22. Simple 401(k) violation of Exclusive Plan Rule

    By Guest J Dennis, December 11, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 12, 2002

23. Can a 75 year old self employed individual set up a SIMPLE IRA?

    By katieinny, December 8, 2008
    • 2 replies
    • 1.7k views
    • 
    • katieinny
    • December 8, 2008

24. SEP for the Self Employed

    By Guest wjr, March 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • March 14, 2002

25. SIMPLE IRA and LLC

    By Guest carolyny, April 12, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • April 24, 2002

26. Non-Model SEPs

    By SMB, April 15, 2002
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • April 24, 2002

27. RMD

    By SMB, September 2, 2006
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • September 3, 2006

28. Annual Reporting Requirements?

    By Guest Boilerburm, December 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 21, 2001

29. Affect of SIMPLE Plan on Earned Income

    By Guest mwgr5, April 7, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 12, 2006

30. SIMPLE IRA Entry dates

    By Guest AEA, December 5, 2003
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 6, 2003

31. SEP-IRA Controlled Group

    By Guest adamor, May 13, 2004
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • June 9, 2004

32. SARSEP Testing?

    By Guest, January 22, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 23, 2001

33. exclusions from SIMPLE-IRA eligibility

    By Guest bmurphy, January 23, 2004
    • 3 replies
    • 1.7k views
    • 
    • Appleby
    • January 24, 2004

34. SEP calculation and deduction

    By Guest Larry Warner Jr., January 5, 2006
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 23, 2006

35. Simple IRA

    By Guest DICK@FBA, December 31, 2001
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 3, 2002

36. RMDs and SEPs

    By billfgrady, October 16, 2009
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • October 19, 2009

37. adopting a SIMPLE-IRA

    By Guest Mike Kimball, August 10, 2001
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • August 10, 2001

38. 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

39. Simple 401(k) Matching Contribution

    By Guest Dianes, September 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 9, 2001

40. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

    • simple ira
    • 8 replies
    • 1.7k views
    • 
    • Luke Bailey
    • October 25, 2018

41. SARSEP and Traditional IRA

    By Guest gonzalezk, March 25, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 6, 2001

42. SIMPLE IRA and EGTRRA changes for 2002

    By Guest Bill U., January 4, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 10, 2002

43. Termination of SIMPLE 401(k)

    By Guest medinael, November 19, 2004
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • November 20, 2004

44. At What Point is SARSEP 50% Participation Level Measured?

    By Christine Roberts, October 24, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 1, 2000

45. SIMPLE IRA - Lots of Problems

    By KateSmithPA, January 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 7, 2010

46. How to create SEP for partnership excluding leased employees?

    By Guest april90, February 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • April 22, 2011

47. TARSEP - does it exist?

    By Guest LMalone, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • March 2, 2000

48. SARSEP top-paid group

    By Guest JPAdmin, February 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 26, 2002

49. Has operational guidance raised the SEP contribution limits to 25%?

    By Guest Philip Simpkins, January 17, 2002
    • 5 replies
    • 1.6k views
    • 
    • Erik Read
    • February 12, 2002

50. Excess employer match into SIMPLE IRA

    By Guest Diane DuFresne, March 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 27, 2012