SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. 5305 (model) SEP contributions with Solo 401(k)

   By shutdown, December 31, 2018
   • 5 replies
   • 1.3k views
   • 
   • Larry Starr
   • January 2, 2019

2. 5305 and 403(b)

   By Guest Inhouse ERISA, November 16, 2009
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • December 11, 2009

3. 5305 SEP & P/S Plan

   By katieinny, September 10, 2003
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • September 10, 2003

4. 5305 SEP and Prior Service

   By Guest PenProf, April 19, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • April 19, 1999

5. 5305-SEP

   By Randy Watson, January 30, 2007
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • February 14, 2007

6. 5305-SEP Eligibility

   By J2D2, July 3, 2002
   • 2 replies
   • 1.6k views
   • 
   • Earl
   • July 4, 2002

7. 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

8. 5305-SEP, okay to submit a March 2002 version under VCP

   By katieinny, August 10, 2012
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • September 7, 2012

9. 60 day notice for ending SIMPLE IRA? mid-year replacement with SH 401k?

   By justanotheradmin, November 13, 2023   

   • secure 2.0
   • simple ira
   • 0 replies
   • 1.2k views
   • 
   • justanotheradmin
   • November 13, 2023

10. 60 Day Rule

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

11. 72(t) rule changes-legislative update

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

12. A Dumb simple IRA ?

    By Guest ?pensionguy, February 3, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • February 18, 2004

13. A Real Mess - Part 2

    By KateSmithPA, August 29, 2006
    • 7 replies
    • 2.5k views
    • 
    • KateSmithPA
    • September 11, 2006

14. ACAs & EACAs In SIMPLEs & SARSEPS

    By jevd, February 27, 2009
    • 10 replies
    • 2.3k views
    • 
    • Gary Lesser
    • March 4, 2009

15. ACAs EACAs in SARSEPS & SIMPLE IRAs

    By jevd, February 27, 2009
    • 3 replies
    • 1.3k views
    • 
    • jevd
    • March 13, 2009

16. acceptable investments for SEP/SARSEP

    By Guest dsbinc, February 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 29, 2000

17. Accidental SIMPLE

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

18. Acquired company with a Simple 401(k)

    By AndyH, December 7, 2012
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • December 7, 2012

19. Acquired Company with SIMPLE IRA

    By 52626, April 19, 2018
    • 0 replies
    • 829 views
    • 
    • 52626
    • April 19, 2018

20. Acquiring SIMPLE IRA

    By Guest CJErisa, November 17, 2011
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • November 18, 2011

21. Acquisition

    By austin3515, November 30, 2016
    • 1 reply
    • 957 views
    • 
    • Gary Lesser
    • February 4, 2017

22. Acquisition of Company with SIMPLE IRA

    By Scott, September 24, 1999
    • 2 replies
    • 3k views
    • 
    • Scott
    • September 27, 1999

23. active participant

    By Guest gardner, October 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 29, 2001

24. Addition SIMPLE Set Up Question

    By Guest Gary S, January 11, 2007
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • January 17, 2007

25. Adopted 2020 DB plan retroactive, after already contributed to SEP at broker

    By Old Reliable, August 24, 2021
    • 2 replies
    • 785 views
    • 
    • CuseFan
    • August 25, 2021

26. adopting a SIMPLE-IRA

    By Guest Mike Kimball, August 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • August 10, 2001

27. Adopting SEP, but had terminated DB plan

    By Guest Gregory, August 5, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • August 5, 2004

28. Adoption of 401k with SIMPLE

    By Earl, May 28, 2014
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • May 28, 2014

29. Adoption of Cross-Tested Plan after SIMPLE is Frozen

    By Guest EMM118, September 25, 2006
    • 4 replies
    • 2.2k views
    • 
    • Gary Lesser
    • October 10, 2006

30. Adoption of SIMPLE IRA for a sole prop. - Do you think the Oct. 1 dead

    By AndyT, April 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • AndyT
    • April 12, 2001

31. ADP test for SARSEP

    By FJR, August 17, 2004
    • 2 replies
    • 3k views
    • 
    • Bird
    • August 18, 2004

32. Affect of SIMPLE Plan on Earned Income

    By Guest mwgr5, April 7, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 12, 2006

33. Affiliated service group in this situation?

    By Guest LTurner, January 31, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2003

34. Affiliated Service Group leased employee coverage

    By Guest Katharine Jungkind, March 4, 2005
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • March 8, 2005

35. Affiliated Service Group w/ SEP & 401K

    By ERISA13, January 5, 2012
    • 2 replies
    • 3k views
    • 
    • ERISA13
    • January 11, 2012

36. After Tax $ in a SIMPLE IRA

    By Guest revier, September 22, 2004
    • 2 replies
    • 1.4k views
    • 
    • Demosthenes
    • September 22, 2004

37. age 70 1/2 RMDs

    By pmacduff, August 17, 2005
    • 2 replies
    • 1.8k views
    • 
    • pmacduff
    • August 17, 2005

38. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy, December 3, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • December 6, 2003

39. AGGREGATION--SIMPLE & TRADITIONAL 401(K)s

    By Guest JROSSITTER, February 22, 2000
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • May 17, 2000

40. Allocation limits

    By rcline46, January 5, 2010
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • January 6, 2010

41. allowable sep contribution if participating in another plan

    By Guest Elizabeth Gaskins, March 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2002

42. Allowable Start Date for SIMPLE IRA Plan

    By Guest SPollock, November 4, 1999
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • November 24, 1999

43. Alternative re second spouse and changing beneficiary designation

    By chris, September 4, 2002
    • 6 replies
    • 1.3k views
    • 
    • chris
    • September 4, 2002

44. Amend SEP to Allow 401K for 2017

    By annola, December 17, 2017
    • 1 reply
    • 609 views
    • 
    • Luke Bailey
    • December 19, 2017

45. Amend Service Requirement

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

46. Amend SIMPLE (k) to traditional (k)

    By MSN, August 7, 2007
    • 3 replies
    • 2.2k views
    • 
    • Kimberly S
    • January 11, 2008

47. Amend SIMPLE IRA for eligibility?

    By Guest J Samuelson, March 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 25, 1999

48. Amended 1040 - Excess contibutions?

    By Guest JohnW, May 16, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 17, 2005

49. Amending a SARSEP

    By Guest Michael Spaid, June 24, 1999
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • July 10, 1999

50. amending a SEP

    By Guest NancyF, March 30, 2007
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • July 20, 2007