SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Are catch-ups an "elective deferral described in section 402(g)(3)"?

   By Gary Lesser, April 28, 2004
   • 0 replies
   • 1.6k views
   • 
   • Gary Lesser
   • April 28, 2004

2. Forgot to fill out form 5305-SA

   By Guest sheTexasHammer, September 28, 2010
   • 1 reply
   • 1.6k views
   • 
   • rcline46
   • September 28, 2010

3. CPA with a SEP and SIMPLE Plan

   By Guest Don J. Smith, July 12, 2000
   • 5 replies
   • 1.6k views
   • 
   • Gary Lesser
   • August 29, 2000

4. Simple Employer limit for 2001

   By Guest Pinestream, December 11, 2000
   • 3 replies
   • 1.6k views
   • 
   • wmyer
   • January 5, 2001

5. SEP eligibility and longevity

   By Santo Gold, October 15, 2004
   • 3 replies
   • 1.6k views
   • 
   • Gary Lesser
   • November 17, 2004

6. changing integration level

   By LIBERTYKID, April 4, 2002
   • 1 reply
   • 1.6k views
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   • Gary Lesser
   • April 5, 2002

7. Form 5330: Does a SEP-IRA have a "plan number"?

   By Guest EmployeeBenefitsAttorney, January 2, 2014
   • 1 reply
   • 1.6k views
   • 
   • ETA Consulting LLC
   • January 2, 2014

8. Just clarifying....

   By bzorc, February 26, 2001
   • 3 replies
   • 1.6k views
   • 
   • Michael Devault
   • March 5, 2001

9. Maximum contribution to EE's SARSEP

   By Guest ERISA_kid, November 19, 2003
   • 2 replies
   • 1.6k views
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   • Gary Lesser
   • November 19, 2003

10. Top heavy SEP contribution eligibility requirements

    By RTINSKY, September 27, 2016   

    • SEP
    • top heavy
    • (and 1 more)

      Tagged with:

      • SEP
      • top heavy
      • eligibility
    • 7 replies
    • 1.6k views
    • 
    • RTINSKY
    • September 27, 2016

11. Integrated SEP - Compensation

    By Guest JD Colville, April 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Bill Berke
    • April 18, 2000

12. Nondeductible SEP contribution refundable?

    By Guest B'Etor, April 1, 2004
    • 8 replies
    • 1.6k views
    • 
    • jevd
    • April 6, 2004

13. SEP Contribution for accounts not there

    By Guest JBarid, November 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 6, 2006

14. Simple IRAs

    By Guest spritcha, December 4, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • December 5, 2001

15. SEP eligibility????

    By Guest TaxBill, March 13, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • March 13, 2002

16. SIMPLE IRA match percentages

    By Guest SPollock, May 4, 1999
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • May 13, 1999

17. Switching Financial Institution for SARSEP

    By Guest kprhok, October 29, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2009

18. Simple Plan and controlled group

    By eilano, October 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 23, 2003

19. Simple IRA severance pay

    By JAS3, August 27, 2024
    • 1 reply
    • 1.6k views
    • 
    • CuseFan
    • August 27, 2024

20. SIMPLE and Qualified Plan

    By Randy Watson, September 29, 2009
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 8, 2009

21. SEP after acquisition

    By Guest Jeff Belfiglio, December 8, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 8, 1999

22. How does a plan sponsor transfer a SARSEP to to a new mutual fund comp

    By Guest, July 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • August 29, 2000

23. Definition of Compensation for match

    By bdeancpa, January 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 7, 2002

24. Funding SIMPLE receivable after rollovers to 401(k)

    By Young Curmudgeon, July 15, 2014
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • July 17, 2014

25. Disqualify a SIMPLE Plan with $200 of Employer match in this year

    By Jim Chad, July 26, 2013
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 23, 2013

26. SIMPLE IRA and EPCRS

    By Guest merlin, October 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 23, 2002

27. Simple IRA rollover

    By Rai401k, November 17, 2004
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 22, 2004

28. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • September 13, 2001

29. Late deposit of employer matching contribution

    By bzorc, October 31, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 1, 2002

30. SAR-SEP EE contributions....ER deposit regulations

    By Guest Mike King, March 19, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 19, 2002

31. Freeze SIMPLE 401k, start regular 401k

    By Guest anne1, December 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • December 13, 2006

32. Simple Plan over 100 employees

    By MaryM, August 26, 2015
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • August 27, 2015

33. SEP IRA - contribution classification

    By Guest br6k, October 12, 2014
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 20, 2014

34. Answer Books by Panel Publishers

    By Gary Lesser, October 10, 2002
    • 0 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 10, 2002

35. SIMPLE IRAs - eligible employees

    By Guest JPCMPLS, April 8, 2002
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • April 26, 2002

36. Establishing a non-payroll, employee choice benefit program

    By Guest Tom Byrne, January 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 29, 2001

37. Do SEPS have the same level of protection from creditors as does let's say a 401(k)?

    By Guest sugar daddy, September 7, 2011
    • 3 replies
    • 1.5k views
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    • ETA Consulting LLC
    • September 10, 2011

38. SEP Rollovers under EGTRRA

    By davef, July 3, 2001
    • 1 reply
    • 1.5k views
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    • Appleby
    • July 3, 2001

39. SIMPLE IRAs - any protection

    By pmacduff, January 25, 2005
    • 3 replies
    • 1.5k views
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    • mbozek
    • January 25, 2005

40. SIMPLE IRA ELIGIBILITY

    By Guest robmc, January 31, 2013
    • 5 replies
    • 1.5k views
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    • ETA Consulting LLC
    • January 31, 2013

41. Who can sponsor a SIMPLE?

    By Santo Gold, August 7, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • August 7, 2013

42. Unaware of holding period, rolled, custodian did not withhold 25% pena

    By Guest Kuryan Thomas, November 15, 2000
    • 1 reply
    • 1.5k views
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    • Gary Lesser
    • December 1, 2000

43. 'lost' SIMPLE IRA deferrals

    By Tom Poje, August 14, 2002
    • 2 replies
    • 1.5k views
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    • mbozek
    • August 16, 2002

44. any loopholes to the "SIMPLE plan is the only plan" rule?

    By MR, April 23, 2002
    • 4 replies
    • 1.5k views
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    • Appleby
    • April 28, 2002

45. HCE optout

    By wsp, November 3, 2003
    • 1 reply
    • 1.5k views
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    • Gary Lesser
    • November 6, 2003

46. SIMPLE Employer match

    By Guest nicola, November 27, 2006
    • 1 reply
    • 1.5k views
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    • WDIK
    • November 27, 2006

47. Rollovers TO a SIMPLE IRA

    By Guest SPollock, September 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • September 25, 1999

48. SEP / SH401k New Comp in same year

    By Guest Suanne, December 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 19, 2007

49. SARSEPS and Prior Year ADP Testing.

    By Guest, December 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 4, 2001

50. Distributions/Rollover

    By Ervin Barham, August 10, 1999
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 16, 1999