SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Excess Contributions to a SARSEP

   By Colpash, June 25, 2015   

   • SARSEP
   • 2 replies
   • 1.3k views
   • 
   • Colpash
   • January 8, 2016

2. Re-Characterization as Catch up

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

3. SIMPLE IRA (Roth)

   By M Norton, September 18, 2023   

   • secure 2.0
   • simple ira
   • (and 1 more)

     Tagged with:

     • secure 2.0
     • simple ira
     • roth option
   • 2 replies
   • 1.6k views
   • 
   • M Norton
   • September 18, 2023

4. SEP IRA 3-Year Eligibility Requirement

   By Claude, May 17, 2021
   • 2 replies
   • 1.1k views
   • 
   • CuseFan
   • May 18, 2021

5. Compensation definition in SIMPLE

   By rfahey, April 4, 2012
   • 2 replies
   • 1.3k views
   • 
   • PensionPro
   • April 4, 2012

6. Simple IRA vs. SEP IRA

   By Jilliandiz, April 14, 2005
   • 2 replies
   • 2.5k views
   • 
   • Appleby
   • April 14, 2005

7. How to correct SEP over contribution after it has closed?

   By matth100, September 29, 2017
   • 2 replies
   • 892 views
   • 
   • matth100
   • October 2, 2017

8. Small Doctor Group - Emergency Room Setting

   By CLE401kGuy, January 20, 2014
   • 2 replies
   • 1.4k views
   • 
   • Flyboyjohn
   • January 22, 2014

9. sep treated as a sarsep

   By Guest JBarid, August 6, 2006
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 7, 2006

10. SEP - 01/31 FIscal Year End

    By clangeland, March 7, 2013
    • 2 replies
    • 1.4k views
    • 
    • clangeland
    • March 27, 2013

11. SARSEP over 25 employees accepted deferrals

    By Guest Todd Lehmann, March 18, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 18, 2004

12. Sarsep

    By Guest JimD, October 18, 2001
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 21, 2001

13. Amended 1040 - Excess contibutions?

    By Guest JohnW, May 16, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 17, 2005

14. SEP and Traditional IRA

    By Jilliandiz, April 7, 2008
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • April 8, 2008

15. Contribution to SEP with loss on Schedule C Income?

    By Guest AFRICA6796, March 15, 2001
    • 2 replies
    • 7.9k views
    • 
    • Guest
    • March 15, 2001

16. Profit Sharing to SEP

    By Guest WWPDRC, October 26, 2006
    • 2 replies
    • 2.4k views
    • 
    • Gary Lesser
    • November 20, 2006

17. SIMPLE IRA employee contributon - sole prop

    By Santo Gold, April 30, 2020
    • 2 replies
    • 1k views
    • 
    • Santo Gold
    • May 3, 2020

18. SEP Document Requirement

    By Fisher, June 4, 2008
    • 2 replies
    • 1.3k views
    • 
    • Fisher
    • June 5, 2008

19. SEP

    By Guest ingridak, January 22, 2014   

    • union
    • status change non-union
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 22, 2014

20. Affiliated Service Group leased employee coverage

    By Guest Katharine Jungkind, March 4, 2005
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • March 8, 2005

21. SIMPLE and controlled group

    By Santo Gold, September 27, 2016
    • 2 replies
    • 966 views
    • 
    • John Feldt ERPA CPC QPA
    • September 29, 2016

22. Multiple business

    By Guest David Winkler, December 27, 2010
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • December 30, 2010

23. SIMPLE IRA Transfer of Custodian

    By CLE401kGuy, April 9, 2012
    • 2 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • April 9, 2012

24. New tax laws that affects SIMPLE IRA?

    By Lori H, April 25, 2017
    • 2 replies
    • 776 views
    • 
    • Flyboyjohn
    • April 26, 2017

25. SEP + 401(k) contribution

    By Dobber, November 18, 2021
    • 2 replies
    • 1k views
    • 
    • spiritrider
    • November 30, 2021

26. SIMPLE IRA - amending the plan to change eligibility requirements

    By taxllm, June 18, 2014
    • 2 replies
    • 2.7k views
    • 
    • taxllm
    • June 19, 2014

27. Deducted Simple Contributions from Employee but never signed employee up for plan nor ever gave any notice of participation

    By Meem, August 10, 2018   

    • simple plan
    • erisa no match or plan set up
    • 2 replies
    • 1.2k views
    • 
    • Larry Starr
    • August 13, 2018

28. Cancel a SEP

    By Fisher, August 29, 2008
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 31, 2008

29. Can employer not provide SIMPLE match for one former employee?

    By Francis, March 7, 2018
    • 2 replies
    • 774 views
    • 
    • Bob the Swimmer
    • March 19, 2018

30. Simple IRA

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

31. SIMPLE Plan termination rules

    By Guest Ephesian431, July 26, 2000
    • 2 replies
    • 2.5k views
    • 
    • Gary Lesser
    • August 29, 2000

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

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

33. SEP Contribution in year of business closure

    By K. Hutcherson, December 12, 2019
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • December 12, 2019

34. Simple - Multiple accounts

    By Guest jeff100, October 3, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 3, 2007

35. SARSEP Max Participant Salary Deferral

    By Guest Don J. Smith, April 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • actuarysmith
    • April 12, 2001

36. Can a participant voluntarily opt out of SIMPLE plan?

    By Guest ssargent, December 4, 2000
    • 2 replies
    • 3.6k views
    • 
    • Gary Lesser
    • December 20, 2000

37. Income from sole proprietorship and K-1 source

    By katieinny, April 9, 2009
    • 2 replies
    • 1.8k views
    • 
    • katieinny
    • April 9, 2009

38. SIMPLE IRA excess ER contribution

    By M Norton, February 10, 2020
    • 2 replies
    • 941 views
    • 
    • M Norton
    • February 18, 2020

39. SIMPLE IRA as a 1 Year "substitute"

    By SMB, November 19, 2004
    • 2 replies
    • 1.3k views
    • 
    • SMB
    • November 27, 2004

40. Fiscal Year partnership and Simple IRA

    By PTR2234, July 7, 2008
    • 2 replies
    • 3.4k views
    • 
    • PTR2234
    • August 5, 2008

41. SEP HEC exclusion?

    By PAL, January 30, 2013
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • January 31, 2013

42. SIMPLE for non-incorporated businesses?

    By Guest Thornton, May 31, 2002
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • June 4, 2002

43. Termination of SAR-SEP

    By MarZDoates, August 22, 2002
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • August 22, 2002

44. SIMPLE contribution limit

    By guaccounts, August 24, 2022
    • 2 replies
    • 1.1k views
    • 
    • Bill Presson
    • August 25, 2022

45. SIMPLE 401(k) Plan to a traditional 401(k) Plan

    By Guest Emiman, November 27, 2002
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 29, 2002

46. Can we establish a SEP for 2003 now?

    By Guest Boilerburm, April 27, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 28, 2004

47. "Re-starting" a SARSEP

    By Guest kdm, November 27, 2002
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 29, 2002

48. Customized SEP Docs; multiple plans

    By Guest RSNOW, December 3, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 3, 2003

49. Simple document requirements

    By Lori Foresz, January 14, 2004
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • January 18, 2004

50. Simple Distribution Rules

    By Rai401k, May 29, 2003
    • 2 replies
    • 3.8k views
    • 
    • Appleby
    • May 30, 2003