SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Statutory Employee

   By Guest jim williams, March 7, 2011
   • 1 reply
   • 2k views
   • 
   • PensionPro
   • March 7, 2011

2. SEP's

   By Guest Tina Pickard, July 16, 2002
   • 1 reply
   • 1.3k views
   • 
   • Michael Devault
   • July 16, 2002

3. Excluding owner from SEP

   By Guest mjn, February 17, 2005
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • February 17, 2005

4. full or short plan year

   By Guest mparker2028, September 14, 2006
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • September 16, 2006

5. Conversion of manditory distribution to a Roth

   By Guest Gahusker, December 24, 1998
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • December 25, 1998

6. How to handle a SIMPLE with more than 100 employees?

   By Santo Gold, October 11, 2004
   • 1 reply
   • 979 views
   • 
   • Guest
   • October 11, 2004

7. SEP and Profit Sharing Plan

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

8. Issues involved in converting a safe-harbor 401(k) to a simple 401(k)?

   By chris, September 18, 2002
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • September 26, 2002

9. Terminating a SIMPLE.

   By Guest Thornton, January 8, 1999
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • January 8, 1999

10. 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

11. Assigning the right of inherited IRA assets- what are the effects?

    By Guest Shelton, June 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • June 5, 2002

12. SIMPLE-IRA

    By rblum50, September 15, 2010
    • 1 reply
    • 937 views
    • 
    • Gary Lesser
    • September 15, 2010

13. Can we charge ee for work to find lost Participant, to Participant

    By Jim Chad, June 27, 2011
    • 1 reply
    • 1k views
    • 
    • Bird
    • June 28, 2011

14. SARSEP to 401k change

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

15. Compensation Limit

    By Lori Foresz, August 30, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • August 30, 2004

16. Simple and 401K in the same year.

    By Guest Archimedes, December 4, 2006
    • 1 reply
    • 2.5k views
    • 
    • txdd
    • December 4, 2006

17. Employer Discretionary Contribution to a Simple?

    By Guest Paul McDonald, January 27, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 27, 1999

18. SARSEP SNAFU

    By Christine Roberts, November 16, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 1, 2000

19. Beneficiary options under SIMPLE IRA

    By Felicia, March 21, 2001
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • April 5, 2001

20. Both SIMPLE & qual plan as a result of company merger

    By Santo Gold, June 21, 2005
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • July 19, 2005

21. Affect of SIMPLE Plan on Earned Income

    By Guest mwgr5, April 7, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 12, 2006

22. Integrated SAR SEP PLan

    By rfahey, October 9, 2012
    • 1 reply
    • 999 views
    • 
    • Gary Lesser
    • October 9, 2012

23. SARSEP Testing?

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

24. SIMPLE to SH 401k - back to SIMPLE?

    By Spencer, November 5, 2015
    • 1 reply
    • 927 views
    • 
    • Gary Lesser
    • January 8, 2016

25. Termination of SIMPLE IRA?

    By Guest bjg, February 3, 1999
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • February 15, 1999

26. SEP and controlled group - please help!

    By Guest friedbrain, January 29, 1999
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 15, 1999

27. SIMPLE portability

    By Guest Carole Nelsen, August 23, 2001
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • August 23, 2001

28. Match Deposit Due

    By Guest caseyb, August 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 14, 2009

29. SARSEP Employer resposibility

    By Guest TaxBill, July 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 18, 2002

30. Accidental SIMPLE

    By Santo Gold, December 16, 2004
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 16, 2004

31. Transfer from 401(a) Plan to SEP-IRAs

    By Oh so SIMPLE, August 11, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • August 12, 2010

32. SIMPLE IRA AND PARTNERSHIPS

    By Felicia, December 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 16, 2004

33. Timing of terminating 401(k), setting up SIMPLE IRA plan

    By Beltane, December 6, 2017
    • 1 reply
    • 2.3k views
    • 
    • Bird
    • December 7, 2017

34. No Contribution to HCE in SEP?

    By Guest Robert Lees, February 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • February 20, 1999

35. SIMPLE IRA Entry dates

    By Guest AEA, December 5, 2003
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 6, 2003

36. Rollovers to SEP

    By Guest Thornton, February 22, 1999
    • 1 reply
    • 1.9k views
    • 
    • Kathy
    • February 22, 1999

37. SEP-IRA Contributions

    By Guest batberf, September 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 13, 2003

38. Company Sponsored SIMPLE IRA PLans

    By mlp0816, September 19, 2019   

    • advising
    • 1 reply
    • 721 views
    • 
    • Bird
    • September 19, 2019

39. SEP PLans

    By Guest JDGlenn, February 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • February 24, 1999

40. Waive Participation in a SEP

    By MarZDoates, January 23, 2006
    • 1 reply
    • 1.9k views
    • 
    • jevd
    • January 23, 2006

41. SEP Corrections

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

42. SIMPLE IRA and 457(b)

    By John Feldt ERPA CPC QPA, November 6, 2015   

    • exclusive plan
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 6, 2015

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

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

44. SEP PLAN DOCUMENT

    By gcrechale, April 1, 2019   

    • sep document
    • 1 reply
    • 1k views
    • 
    • Flyboyjohn
    • April 1, 2019

45. Excess Deferral to SIMPLE

    By Guest Jim Brennan, February 26, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • March 2, 1999

46. SIMPLE plan and 401(k) in same year

    By Guest jetfaninmn, November 23, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 30, 2005

47. Amend Service Requirement

    By MarZDoates, December 20, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • December 26, 2002

48. Errant SEP contribution

    By Guest pmetallic, January 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 23, 2004

49. Notice to ee's re: new EGTRRA limits for SIMPLE & SEP plans?

    By Guest amfam2, August 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 6, 2002

50. excess sep contrib after amending 1040

    By Guest carla, June 23, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • June 24, 2004