SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. SEP IRA question

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

2. SEP Document with existing DB

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

3. SAR SEP ADP Test - Family Aggregation

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

4. Different eligibility for current vs future SEP participants?

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

5. 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

6. When does an employee become eligible in a SEP

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

7. Simple Ira

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

8. SEP Corrections

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

9. S Corp SEP funded by C Corp ctrbs?

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

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

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

11. Termianting a SIMPLE IRA

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

12. 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

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

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

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

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

15. Missed contributions to SEP

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

16. 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

17. Annual Reporting Requirements?

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

18. SEP-IRA Controlled Group

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

19. SARSEP Testing?

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

20. SIMPLE IRA and LLC

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

21. Non-Model SEPs

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

22. SEP for the Self Employed

    By Guest wjr, March 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • March 14, 2002

23. Affect of SIMPLE Plan on Earned Income

    By Guest mwgr5, April 7, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 12, 2006

24. RMD

    By SMB, September 2, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • September 3, 2006

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

    By Guest TrustMe401k, January 21, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 21, 2000

26. SIMPLE IRA Entry dates

    By Guest AEA, December 5, 2003
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 6, 2003

27. Participation in multiple SEPs

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

28. Simple IRA

    By Guest DICK@FBA, December 31, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • January 3, 2002

29. exclusions from SIMPLE-IRA eligibility

    By Guest bmurphy, January 23, 2004
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • January 24, 2004

30. SEP calculation and deduction

    By Guest Larry Warner Jr., January 5, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 23, 2006

31. RMDs and SEPs

    By billfgrady, October 16, 2009
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • October 19, 2009

32. adopting a SIMPLE-IRA

    By Guest Mike Kimball, August 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • August 10, 2001

33. SIMPLE IRA and EGTRRA changes for 2002

    By Guest Bill U., January 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 10, 2002

34. Simple 401(k) Matching Contribution

    By Guest Dianes, September 27, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • October 9, 2001

35. SIMPLE IRA - Lots of Problems

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

36. SARSEP and Traditional IRA

    By Guest gonzalezk, March 25, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 6, 2001

37. 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

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

    By Guest KeithinClev, February 16, 2005
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 8, 2005

39. 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

40. Termination of SIMPLE 401(k)

    By Guest medinael, November 19, 2004
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • November 20, 2004

41. TARSEP - does it exist?

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

42. SARSEP top-paid group

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

43. Are there any institutions that will accept part of a company's simple

    By Guest jasper, December 21, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 15, 2001

44. Terminating SEP/SARSEP

    By Guest ak, October 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kathy
    • October 10, 1999

45. 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

46. SEP conversion

    By wsp, February 7, 2003
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • February 14, 2003

47. What is maximum contribution to an integrated SEP?

    By Lynn Campbell, January 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 29, 2001

48. SEP Contribution Deducted on Tax Return, Never Received by Custodian

    By MarZDoates, September 27, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • September 27, 2005

49. SEP in combination with 401(k) Profit Sharing

    By Kathy, June 15, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • June 15, 2005

50. SIMPLE IRA Termination and then Restart ?

    By Francis, October 19, 2010
    • 0 replies
    • 1.6k views
    • 
    • Francis
    • October 19, 2010