SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Distributions/Rollover

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

2. Qualified plan established during year when SIMPLE IRA contributions a

   By Guest FredReilly, May 3, 2000
   • 2 replies
   • 1.5k views
   • 
   • Gary Lesser
   • May 17, 2000

3. SIMPLE coordination with 401(k) plan of other employer

   By Guest Lyn Wyatt, October 9, 2001
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • October 9, 2001

4. Simple Coordination/termination

   By Guest JBALLARINO, October 16, 2001
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • October 16, 2001

5. SARSEP legality question

   By Guest Shandi2010, July 8, 2010
   • 3 replies
   • 1.5k views
   • 
   • Gary Lesser
   • July 8, 2010

6. Company with SARSEP purchasing Company with 401(k)

   By Guest philc, July 16, 2004
   • 3 replies
   • 1.5k views
   • 
   • Gary Lesser
   • July 22, 2004

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

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

8. Improper SIMPLE contributions

   By Guest YATPA, May 3, 2005
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • May 5, 2005

9. SIMPLE IRAS--REMOVAL OF EXCESS EMPLOYER CONTRIBUTIONS

   By Felicia, February 24, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • February 29, 2000

10. Disqualification of SARSEP

    By LIBERTYKID, April 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 22, 2010

11. SEP and Profit Sharing Plan

    By DP, March 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 5, 2002

12. SARSEP-Coordination with 401(k) Plan

    By Guest ANNEBV, October 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 1999

13. Is there a minimum time period for a plan sponsor to have a simple ira in operation.

    By Guest Elfman, June 8, 2005
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • June 8, 2005

14. Waiver

    By Guest Ernie Guerriero, May 31, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 8, 2001

15. Roth IRA rollable to Qualified Plan ?

    By JAY21, October 12, 2005
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • October 13, 2005

16. Miscalculated Elibility in SIMPLE plan

    By Guest kdp, August 1, 2005
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 3, 2005

17. Simple and Solo 401k

    By Guest bmurphy, April 4, 2005
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • April 5, 2005

18. 72(t) rule changes-legislative update

    By Appleby, October 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 3, 2002

19. Family Aggregate Elimination?

    By Guest MALFONI, May 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • May 21, 1999

20. CAN THEY MAKE A SEP CONTRIBUTION??

    By dmb, December 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Bill Berke
    • December 18, 2000

21. Can an individual partner sponsor a SEP?

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

22. SEP for 1 year, then QRP

    By J Simmons, April 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 2009

23. New SIMPLE Plan

    By Guest rgorman, January 8, 2009
    • 6 replies
    • 1.5k views
    • 
    • Gary Lesser
    • February 3, 2009

24. Profit Sharing Contribution deposited to SEP in error

    By Lynn Campbell, December 10, 1999
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • January 13, 2000

25. Net profits required in order to make a SEP contribution?

    By Guest fusiuser, February 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 17, 2000

26. SIMPLE IRA 401(k) Controlled Group

    By R. Butler, May 12, 2016
    • 2 replies
    • 1.5k views
    • 
    • Scuba 401
    • January 11, 2021

27. What recourse do employees have when their SEP contributions taken from pay is not deposited by employer?

    By Guest quietcook, October 29, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 2004

28. Proposed increments to the contribution limits

    By Guest peterpeter, July 10, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 10, 1999

29. EGTRRA: SEP Limit 25%?

    By Guest Andy Mayo, June 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 18, 2001

30. Rollovers INTO a Simple IRA

    By pmacduff, September 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • September 28, 2001

31. SARSEP to 401k change

    By Guest PORTE, April 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 25, 2002

32. Can SEP funds be rolled into Profit Sharing Plan?

    By Lynn Campbell, September 30, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • September 30, 1999

33. 2011 COLA & Rollover Charts

    By Gary Lesser, October 29, 2010
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 6, 2011

34. Off Calendar SEP - Terminating Employees

    By ubermax, August 6, 2014
    • 10 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 31, 2014

35. H&W Benefit plan coverage on first day of employement

    By Guest John M, May 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • May 13, 1999

36. SEP in addtion to 403(b)

    By dmb, March 15, 2002
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • March 22, 2002

37. Distribution from SEP IRA

    By Guest agordon, December 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • December 21, 2004

38. SIMPLE IRA Plan. Unsure if controlled group poses a problem

    By Guest Dennis Hennessy, December 11, 2001
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 13, 2001

39. SEP & traditional IRA

    By ssiesser, April 9, 2015   

    • contribute to both?
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • April 9, 2015

40. SIMPLE IRA Year End/Final Contribution

    By Guest Aaron Taylor, January 21, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 21, 2009

41. Deadline for SIMPLE IRA ER contribution

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

42. SEP Plan is ineligible because company is part of a large controlled G

    By Guest Todd Lehmann, November 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 21, 2001

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. SIMPLE IRA in VCP

    By Guest BED, April 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 9, 2012

45. LRMS and terminating a SIMPLE during the year.

    By Guest DLevine, February 3, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 3, 2000

46. Terminate a PS to start a SIMPLE

    By Guest jetfaninmn, June 22, 2005
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 21, 2005

47. SEP for self employed

    By R. Butler, November 28, 2001
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 29, 2001

48. Does anyone provide an SEP prototype document that allows for age weighted contributions?

    By Guest thomas24ct, November 8, 2010
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • November 8, 2010

49. 5305-SEP to 401k plan in same yr; ps start date 1/1?

    By TPApril, September 25, 2019
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • September 25, 2019

50. Reporting-Desingated Fianancial Institution

    By Felicia, August 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Felicia
    • August 30, 2001