SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Termination of SARSEP plan to install 401(k) plan

   By Guest rgben1, January 14, 2004
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • January 18, 2004

2. 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

3. change in sep plan sponsor

   By Beemer, May 1, 2006
   • 2 replies
   • 1.6k views
   • 
   • Beemer
   • May 1, 2006

4. Profit Sharing and SEP

   By DP, October 6, 2010
   • 2 replies
   • 1.3k views
   • 
   • Gary Lesser
   • October 8, 2010

5. Stopping Employer Contributions to a SEP

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

6. Deadline for SIMPLE IRA ER contribution

   By Guest Carl C, July 31, 2000
   • 2 replies
   • 1.5k views
   • 
   • Gary Lesser
   • August 29, 2000

7. Aggregation of SARSEP w/ Qualified Plan

   By Guest sammy, December 3, 2003
   • 2 replies
   • 1.3k views
   • 
   • Gary Lesser
   • December 6, 2003

8. SARSEP to 401(k) - new deferral election required?

   By masteff, March 14, 2007
   • 2 replies
   • 1.5k views
   • 
   • masteff
   • March 16, 2007

9. SARSEP

   By Guest Gcarl, April 23, 2011
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • April 27, 2011

10. Simple match in short year

    By Guest Christie Banks, February 6, 2003
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • February 24, 2003

11. 401k to SIMPLE

    By pmacduff, October 24, 2008
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • October 27, 2008

12. SEP contribution for deceased owner

    By katieinny, March 13, 2003
    • 2 replies
    • 1.4k views
    • 
    • katieinny
    • March 17, 2003

13. Forgot to take tax deduction for SEP contribution

    By arthurkagan, December 25, 2020
    • 2 replies
    • 905 views
    • 
    • spiritrider
    • December 28, 2020

14. Exclusive Rule - Simple IRA & PS Plan

    By Guest DTrom, November 22, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 23, 2004

15. sep vs keogh plan - contributions after age 70.5

    By Guest kprhok, August 8, 2007
    • 2 replies
    • 4.8k views
    • 
    • Guest
    • August 8, 2007

16. SEP vs Profit Sharing

    By Guest JimJ, July 31, 2001
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • August 8, 2001

17. SAR SEP Plan with aduld child and wife of owner

    By rfahey, May 9, 2014
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • May 9, 2014

18. SIMPLE self employed match

    By Guest nicola, February 27, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2009

19. SARSEP Eligibility

    By Guest JB2, October 16, 1998
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 22, 1998

20. terminate Simple IRA, start Safe Harbor 401(k) non calendar year...possible?

    By betheeg, August 11, 2005
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • September 8, 2005

21. Simple Plans - Timing of Deductions

    By Guest JD Colville, October 20, 1998
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 29, 1998

22. Open enrollment

    By Doogan, November 9, 2022
    • 2 replies
    • 809 views
    • 
    • Doogan
    • November 9, 2022

23. changing from a 401(k) to a SIMPLE

    By FJR, September 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • September 17, 2002

24. SEP Contribution for 2019. When does SEP need to be established.

    By Ken_BenefitScape, July 7, 2020   

    • sep
    • plan entry
    • 2 replies
    • 920 views
    • 
    • Larry Starr
    • July 7, 2020

25. ER uses comp from wrong year to calculate SEP contribution

    By katieinny, December 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • December 21, 2011

26. Definition of service for SEP

    By Guest Karis Schwent, April 14, 2012
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 10, 2012

27. SIMPLE IRA

    By Guest Cingo, November 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • December 11, 2009

28. Where to find information on SEPs?

    By Guest derek, November 17, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 17, 1998

29. 401(k) Started in year Simple Plan existed

    By rblum50, May 29, 2012
    • 2 replies
    • 1.4k views
    • 
    • rblum50
    • May 30, 2012

30. SEP and Qualified Plan

    By Guest Thornton, November 24, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 14, 1998

31. New Business

    By Guest HD WILLIAMS, December 8, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 15, 1998

32. Successor SEP

    By Guest lmcgill, March 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • March 8, 2001

33. Can an individual partner sponsor a SEP?

    By chris, February 19, 2002
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 20, 2002

34. Person with 401k at work and self employment SIMPLE?

    By Guest mhalvor, December 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • December 19, 2005

35. SARSEP Termination

    By Archimage, April 6, 2006
    • 1 reply
    • 2k views
    • 
    • Bird
    • April 6, 2006

36. Wants to convert from SEP to DB Plan in 2004

    By Guest JVH, September 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 21, 2004

37. Forfeitures

    By Guest jkrad, March 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • wmyer
    • March 11, 2005

38. Terminated SEP

    By Jilliandiz, November 21, 2005
    • 1 reply
    • 2k views
    • 
    • Demosthenes
    • November 21, 2005

39. Termination of SARSEP plan

    By Alan Simpson, December 18, 1998
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • December 19, 1998

40. SIMPLE IRA Catch-up and Matching Contributions

    By Guest DLevine, October 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • October 9, 2001

41. Loans in a SIMPLE

    By Guest Big Show, September 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • September 17, 2002

42. Simple IRA terminated participant

    By Guest mmg, January 28, 2003
    • 1 reply
    • 4k views
    • 
    • Gary Lesser
    • January 29, 2003

43. Anything prohibiting a sole proprietor from continuing his SEP while adding a DB/412(i)?

    By Lori H, June 11, 2007
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • June 12, 2007

44. changing integration level

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

45. SIMPLE & Safe Harbor 401(k) Plan

    By Guest Joe Vasko, June 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 27, 2003

46. SAR SEP ADP Test - Family Aggregation

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

47. SEP and the 7.5% Gateway

    By Gary Lesser, February 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • February 18, 2004

48. SEP-IRA Controlled Group

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

49. SIMPLE IRA contribution limits for 2001.

    By Guest rwallace, February 9, 2001
    • 1 reply
    • 2.6k views
    • 
    • Appleby
    • February 10, 2001

50. Is there anything to prevent a MP plan from converting to a SIMPLE-401(k)?

    By Tetsuro, July 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • July 15, 2004