SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. 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

2. Terming a Simple IRA in Mid year.

   By Guest ButchElfers, April 7, 2003
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • April 10, 2003

3. Question about the rule that a firm can't have traditional 401(k) and

   By maverick, March 14, 2002
   • 3 replies
   • 1.5k views
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   • Belgarath
   • March 15, 2002

4. Participate in PS Plan?

   By Guest MEWilson, September 10, 2003
   • 5 replies
   • 1.5k views
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   • Gary Lesser
   • September 15, 2003

5. SARSEP issue

   By R. Butler, May 27, 2009
   • 0 replies
   • 1.5k views
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   • R. Butler
   • May 27, 2009

6. LRMS and terminating a SIMPLE during the year.

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

7. SEP for self employed

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

8. Is there a COLA Limit Increase for SIMPLEs in 2001?

   By Guest danmar, October 20, 2000
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • December 1, 2000

9. SEP with 401(k) in same year

   By Belgarath, March 24, 2016
   • 3 replies
   • 1.5k views
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   • Gary Lesser
   • April 19, 2016

10. Can SIMPLE IRA assets be rolled over to a 401K Plan?

    By Guest ddo2, February 25, 2003
    • 1 reply
    • 1.5k views
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    • Appleby
    • February 25, 2003

11. Reporting-Desingated Fianancial Institution

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

12. 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

13. SIMPLE Plan Employer sold business

    By Guest TaxBill, April 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 25, 2002

14. 2001 COLA ADJUSTMENTS FOR SIMPLE PLANS

    By Gary Lesser, December 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

15. Old SARSEP with 30-hour per week eligibility

    By Guest mjn, May 6, 2005
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • May 9, 2005

16. postponement of RMD from SIMPLE plan

    By Guest bmurphy, September 30, 2004
    • 4 replies
    • 1.5k views
    • 
    • jevd
    • October 1, 2004

17. Earned income calculation on SIMPLE IRA

    By Guest Pat Metallic, November 22, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 29, 2002

18. SEP established incorrectly?

    By Barbara, March 15, 2024
    • 3 replies
    • 1.5k views
    • 
    • Barbara
    • March 18, 2024

19. SIMPLE is replaced by a Qualified Plan

    By Earl, March 11, 2004
    • 4 replies
    • 1.5k views
    • 
    • Earl
    • April 1, 2004

20. SIMPLE combined with qualified plan

    By Guest DavidB, January 24, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • January 24, 2000

21. SIMPLE IRA Contribution Timing

    By Guest fusiuser, March 3, 2000
    • 2 replies
    • 1.5k views
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    • Bill Berke
    • June 2, 2000

22. SEP Performed Service

    By Guest dmays, March 14, 2002
    • 5 replies
    • 1.5k views
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    • Gary Lesser
    • March 27, 2002

23. SARSEP--noncompliance

    By Guest CJF, February 26, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • February 26, 2000

24. Early withdrawl taxes

    By Guest Carl C, November 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • November 23, 2002

25. Contributed to a SEP for 1999; now want to put in qualified retirement

    By SMB, November 6, 1999
    • 2 replies
    • 1.5k views
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    • Gary Lesser
    • November 9, 1999

26. SEP sponsored by ineligible employer

    By mariemonroe, October 22, 2018
    • 12 replies
    • 1.5k views
    • 
    • Luke Bailey
    • October 25, 2018

27. SIMPLE IRA--Terminating the plan during the year

    By Guest DLevine, January 11, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 19, 2000

28. SEP IRA eligibility

    By Guest ButchElfers, January 5, 2006
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 5, 2006

29. SARSEP limit after EGTRRA and tech correction??

    By maverick, May 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 30, 2002

30. SIMPLE IRA--EMPLOYER

    By Felicia, October 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 5, 1999

31. SIMPLE-IRAs: minimum contributions?

    By Guest amfam2, February 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 14, 2002

32. Failure to make matching contribution

    By k man, August 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • August 11, 2002

33. SIMPLE IRA - setup mistake

    By Guest Emiman, July 23, 2004
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 29, 2004

34. Due Date of Self Employed SIMPLE IRA Ee Contributions

    By austin3515, May 13, 2016
    • 5 replies
    • 1.5k views
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    • austin3515
    • May 13, 2016

35. SIMPLE IRA Plan with a 403B plan - limits

    By Guest rffahey, March 24, 2005
    • 3 replies
    • 1.5k views
    • 
    • Lori Friedman
    • March 25, 2005

36. Simple Employer Matches & Withdrawals

    By Guest carolinawind, October 25, 2006
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • October 26, 2006

37. Simple IRA missed matching contributions

    By B21, March 28, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 28, 2012

38. SIMPLE IRA LLC single owner

    By Guest robertcusick, December 7, 2010
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • December 8, 2010

39. SEP

    By Fisher, March 3, 2011
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • May 16, 2011

40. Integrated SEPs

    By Guest Maxwell, November 6, 2001
    • 1 reply
    • 1.5k views
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    • Gary Lesser
    • November 9, 2001

41. sep treated as a sarsep

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

42. 60 Day Rule

    By Dazednconfused, May 11, 2011
    • 1 reply
    • 1.5k views
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    • ETA Consulting LLC
    • May 11, 2011

43. Control Groups

    By Guest itrade4u2, May 10, 2002
    • 1 reply
    • 1.5k views
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    • R. Butler
    • May 10, 2002

44. S corp shareholder simple deferrals not deposited

    By cpa2000, January 23, 2017
    • 6 replies
    • 1.5k views
    • 
    • cpa2000
    • February 13, 2017

45. SARSEP Plan

    By Guest Heide, May 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • May 30, 2002

46. 401k to SIMPLE

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

47. SEP IRA contribution for earnings from two calendar years

    By Guest nirvana, August 26, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 27, 2004

48. Controlled group - who adopts the SIMPLE IRA?

    By Dawn Hafner, January 16, 2000
    • 1 reply
    • 1.5k views
    • 
    • Dawn Hafner
    • January 18, 2000

49. SIMPLE 401(k) and successor plan issue?

    By Guest rarnedt, March 2, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2009

50. SEP contributions -- New business

    By Lori Friedman, February 19, 2005
    • 1 reply
    • 1.5k views
    • 
    • stevena
    • February 19, 2005