SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SIMPLE IRA: sole proprietor: return of contributions

   By Felicia, February 12, 2003
   • 9 replies
   • 2.4k views
   • 
   • Gary Lesser
   • March 4, 2003

2. Client with SIMPLE IRA wants to start a 401(k) Plan

   By RatherBeGolfing, October 30, 2018
   • 9 replies
   • 3k views
   • 
   • Sully
   • November 2, 2018

3. can a SEP exclude certain employees and when should benefits begin for new employees?

   By Lori H, March 17, 2005
   • 9 replies
   • 5.3k views
   • 
   • Appleby
   • April 6, 2005

4. Employer can't have a MPPP and a SEP ??

   By Moe Howard, August 8, 2003
   • 9 replies
   • 2.2k views
   • 
   • Gary Lesser
   • August 13, 2003

5. IRAs and Escheatment Fees

   By Guest LeslieMM, November 3, 2003
   • 9 replies
   • 6.7k views
   • 
   • Gary Lesser
   • November 8, 2003

6. Deadline for Salary Deferral Contributions

   By Appleby, May 17, 2006
   • 9 replies
   • 5.7k views
   • 
   • Gary Lesser
   • June 1, 2006

7. What is necessary to terminate a SEP?

   By Richard Anderson, February 1, 2001
   • 9 replies
   • 6.6k views
   • 
   • Dave Baker
   • February 22, 2001

8. Reclassify Trad. IRA to SEP IRA?

   By Guest tar0930, February 20, 2009
   • 9 replies
   • 4k views
   • 
   • jevd
   • March 2, 2009

9. Simple IRA to simple 401K - same year

   By Guest pnj789, September 28, 2007
   • 9 replies
   • 3k views
   • 
   • Bird
   • October 2, 2007

10. Basis in Traditional/SIMPLE IRAs?

    By Guest Bubby, December 1, 2003
    • 9 replies
    • 3.2k views
    • 
    • jevd
    • January 16, 2004

11. SEP > SIMPLE - Can new contributions be comingled?

    By Guest A. Rostosky, February 6, 2001
    • 9 replies
    • 1.7k views
    • 
    • Appleby
    • May 11, 2001

12. SEP Contribution after termination of SEP

    By Guest Taxman, October 22, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • February 2, 2002

13. SEP IRA Excess Contributions

    By Guest bill280, November 21, 2014   

    • SEP IRA
    • Tax Problems
    • 9 replies
    • 3k views
    • 
    • Bird
    • December 2, 2014

14. Is Gift for Establishing Rollover IRA or Roth IRA a PT?

    By Gary Lesser, March 29, 2011
    • 9 replies
    • 3.4k views
    • 
    • jpod
    • January 20, 2012

15. SEP, Partners and Contribution Limits

    By Guest derek, November 2, 1998
    • 9 replies
    • 3.7k views
    • 
    • Gary Lesser
    • August 20, 2002

16. Less restrictive guidance on a SEP IRA

    By senorsassy, May 10, 2017   

    • sep ira
    • less restrictive sep ira
    • (and 1 more)

      Tagged with:

      • sep ira
      • less restrictive sep ira
      • 408k restriction
    • 9 replies
    • 1.6k views
    • 
    • spiritrider
    • May 13, 2017

17. simple ira rollover

    By Guest Wineman, December 14, 1998
    • 8 replies
    • 2.5k views
    • 
    • Gary Lesser
    • December 17, 1998

18. Partner Compensation

    By Guest derek, December 8, 1998
    • 8 replies
    • 3.7k views
    • 
    • Gary Lesser
    • December 19, 1998

19. Terminating Keogh & Adopting SEP -IRA Same Cal Yr

    By Guest kprhok, August 27, 2012
    • 8 replies
    • 5.5k views
    • 
    • Fisher
    • April 1, 2014

20. LLC, K-1 and SEP

    By Guest dbvail, May 21, 2010
    • 8 replies
    • 7.6k views
    • 
    • Guest
    • May 23, 2010

21. exclusive plan rule

    By Tom Poje, December 10, 2007
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • December 11, 2007

22. Engineering SARSEP Plan

    By ERISA-Bubs, February 1, 2018
    • 8 replies
    • 2k views
    • 
    • QDROphile
    • February 11, 2021

23. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

    • simple ira
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • October 25, 2018

24. exclusive plan

    By jlea, October 8, 2008
    • 8 replies
    • 2.5k views
    • 
    • ERISAnut
    • October 9, 2008

25. SEP IRAs and defined benefit plans

    By Guest jbc@edj, September 14, 2001
    • 8 replies
    • 2.4k views
    • 
    • Appleby
    • September 18, 2001

26. 0% Money Purchase For Rollovers

    By austin3515, September 23, 2015
    • 8 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2015

27. Terminating 401(k); Starting SIMPLE

    By MjInvestments, December 19, 2018
    • 8 replies
    • 2.9k views
    • 
    • ETA Consulting LLC
    • December 23, 2018

28. SEP IRA - Short Plan YEar?

    By austin3515, September 10, 2014
    • 8 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 31, 2014

29. SEP-IRA deduction for part of year as solo

    By Guest noans, April 10, 2014
    • 8 replies
    • 1.7k views
    • 
    • Flyboyjohn
    • April 23, 2014

30. Where to find a non-model SEP that allows company to also sponsor a mo

    By Guest Nancy Hovanes, November 19, 1999
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • December 22, 1999

31. SARSEP to 401K SH Foul up...Help!

    By Guest tomhard, May 5, 2011
    • 8 replies
    • 4.2k views
    • 
    • ETA Consulting LLC
    • May 7, 2011

32. Simple IRA, 401(k) and Leased Employees

    By Guest mbaca, September 25, 2002
    • 8 replies
    • 2.8k views
    • 
    • rcline46
    • September 26, 2002

33. SEP Tax Deduction Available to Offset Rollover IRA

    By Guest tess, December 8, 2005
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • December 15, 2005

34. Terminate a SIMPLE Plan

    By Guest MELODY LOVE, February 21, 2001
    • 8 replies
    • 4.4k views
    • 
    • Gary Lesser
    • August 2, 2002

35. Nondeductible SEP contribution refundable?

    By Guest B'Etor, April 1, 2004
    • 8 replies
    • 1.6k views
    • 
    • jevd
    • April 6, 2004

36. SIMPLE plan: When does employer have to match ?

    By Moe Howard, January 3, 2003
    • 8 replies
    • 2k views
    • 
    • mbozek
    • January 6, 2003

37. Simple Contribution Requirements

    By Guest houseblend, October 4, 2004
    • 8 replies
    • 2k views
    • 
    • WDIK
    • February 3, 2005

38. Can you roll annual SEP contributions into 401(k) each year?

    By UM1234, September 26, 2014
    • 8 replies
    • 2.6k views
    • 
    • Belgarath
    • October 9, 2014

39. SIMPLE IRA - Omit Former Employees - Loopholes?

    By DR245, December 22, 2020
    • 8 replies
    • 1.1k views
    • 
    • acm_acm
    • December 23, 2020

40. Help Gary! Excess SEP Contribution

    By Guest Taxman, October 7, 2002
    • 8 replies
    • 2.4k views
    • 
    • Gary Lesser
    • October 11, 2002

41. SIMPLE with No NHCE?

    By justanotheradmin, February 20, 2020
    • 7 replies
    • 1.7k views
    • 
    • justanotheradmin
    • February 24, 2020

42. Simple IRA and Safe Harbor 401(k)

    By mlp0816, December 4, 2014
    • 7 replies
    • 3.5k views
    • 
    • Bird
    • December 6, 2014

43. 5304 or 5305....

    By K-t-F, February 4, 2014
    • 7 replies
    • 4k views
    • 
    • K-t-F
    • February 4, 2014

44. SEP conversion

    By wsp, February 7, 2003
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • February 14, 2003

45. Please clarify maximums to contribute/defer to SARSEP IRA

    By Guest DCarter, February 19, 1999
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • February 24, 1999

46. SIMPLE and Profit Sharing

    By Dougsbpc, June 29, 2011
    • 7 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • June 30, 2011

47. Termination of PS plan in 2003 (not yet funded); OK to start SIMPLE plan 10/1/03?

    By MarZDoates, September 15, 2003
    • 7 replies
    • 1.4k views
    • 
    • Appleby
    • April 22, 2004

48. SARSEP, 401(k) Combination

    By Guest JROSSITTER, October 27, 2005
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • October 29, 2005

49. Employee giving wrong account number for SEP IRA

    By jstorch, February 1, 2005
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • February 3, 2005

50. Employer wants to pay investment management fees of SEP participants

    By Dave Baker, July 16, 2020
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • July 23, 2020