SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. 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

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

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

3. SIMPLE IRA (Roth)

   By M Norton, September 18, 2023   

   • secure 2.0
   • simple ira
   • (and 1 more)

     Tagged with:

     • secure 2.0
     • simple ira
     • roth option
   • 2 replies
   • 1.5k views
   • 
   • M Norton
   • September 18, 2023

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

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

5. SARSEP issue

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

6. SARSEP--noncompliance

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

7. SIMPLE IRA Contribution Timing

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

8. Earned income calculation on SIMPLE IRA

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

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

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

10. When does SEP IRA to 401(k) roll over make sense?

    By Wiscoman, October 1, 2015
    • 7 replies
    • 1.5k views
    • 
    • spiritrider
    • October 3, 2015

11. SEP Performed Service

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

12. SEP with 401(k) in same year

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

13. SIMPLE is replaced by a Qualified Plan

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

14. SIMPLE Plan Employer sold business

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

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

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

16. Early withdrawl taxes

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

17. Participate in PS Plan?

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

18. Terminated Simple Plan

    By DP, July 14, 2000
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 29, 2000

19. SIMPLE combined with qualified plan

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

20. Old SARSEP with 30-hour per week eligibility

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

21. postponement of RMD from SIMPLE plan

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

22. SIMPLE IRA--EMPLOYER

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

23. Terming a Simple IRA in Mid year.

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

24. SARSEP limit after EGTRRA and tech correction??

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

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

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

26. Failure to make matching contribution

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

27. Simple Employer Matches & Withdrawals

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

28. SIMPLE-IRAs: minimum contributions?

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

29. SIMPLE IRA LLC single owner

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

30. Simple IRA missed matching contributions

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

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

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

32. Due Date of Self Employed SIMPLE IRA Ee Contributions

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

33. SIMPLE IRA - setup mistake

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

34. SEP IRA eligibility

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

35. Control Groups

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

36. SARSEP Plan

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

37. SEP

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

38. SEP IRA contribution for earnings from two calendar years

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

39. sep treated as a sarsep

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

40. 60 Day Rule

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

41. 401k to SIMPLE

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

42. SEP contributions -- New business

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

43. FY SARSEP (7/31/05 plan yr end), can SIMPLE 401k be estab if SARSEP terminated 12/31/04?

    By maverick, July 21, 2004
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 23, 2004

44. simple contribution limits

    By Guest Dan Shea, December 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 8, 1999

45. Revocation of a SIMPLE 401K

    By Guest JEP, October 18, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2001

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

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

47. SEP, Improper Deferrals, How to Clean Up situation?

    By Guest Gerry Hedgcock, October 7, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 15, 1999

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. Integrated SEPs

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

50. Terminated 401(k) Plan and New SIMPLE IRA Plan

    By Guest PhDay, December 8, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 9, 2010