SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Match Deposit Due

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

2. One SEP for owner and another SEP for employees?

   By Guest DaveHead, December 15, 2014   

   • SEP
   • 3 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • December 16, 2014

3. Terminating SEP plan, correcting prior years deposits

   By Guest bmurphy, December 22, 2004
   • 2 replies
   • 1.4k views
   • 
   • Gary Lesser
   • January 5, 2005

4. SARSEP Termination

   By Guest DaveS, November 5, 2003
   • 1 reply
   • 1.4k views
   • 
   • Appleby
   • November 6, 2003

5. 401(k) Started in year Simple Plan existed

   By rblum50, May 29, 2012
   • 2 replies
   • 1.4k views
   • 
   • rblum50
   • May 30, 2012

6. What does the employer do when he can not locate participants to open

   By Guest, January 4, 2001
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • January 29, 2001

7. Concerns w/ Financial Advisor Handling SIMPLE IRA

   By EDB, November 6, 2019
   • 5 replies
   • 1.4k views
   • 
   • Bird
   • November 8, 2019

8. After Tax $ in a SIMPLE IRA

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

9. SIMPLE IRA with ER contribution not yet made

   By bzorc, November 13, 2007
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • November 13, 2007

10. Old SEP Excess Contributions

    By Guest Patrick Foley, March 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2001

11. Sarsep 15% of Contribution

    By Guest mariaguzzetta, February 13, 2002
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • February 14, 2002

12. SAR SEP Plan ADP test

    By rfahey, May 9, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • May 10, 2013

13. Maintaining another qualified plan?

    By Sully, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • April 16, 2002

14. Employee leasing firm taking over; what are my options for my existing

    By Guest CCDB, December 18, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 21, 1999

15. SEP - 01/31 FIscal Year End

    By clangeland, March 7, 2013
    • 2 replies
    • 1.4k views
    • 
    • clangeland
    • March 27, 2013

16. SIMPLE IRA tax reporting for Sole Proprietors????

    By Guest TaxBill, March 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 14, 2002

17. SIMPLE IRA + 401(k) Plan

    By JustMe, July 11, 2019
    • 5 replies
    • 1.4k views
    • 
    • JustMe
    • July 16, 2019

18. Is WALK-CAP available for SEP-IRA?

    By Guest caray, April 10, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 17, 2000

19. Anyone know of the code section and official literature regarding the penalty for having both a model SEP and another retirement plan?

    By Guest Enda80, September 12, 2009
    • 3 replies
    • 1.4k views
    • 
    • LIBERTYKID
    • October 27, 2009

20. Controlled Group Issue

    By Guest Laura, April 20, 2000
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • April 21, 2000

21. Can I have a plan if I have SIMPLE?

    By Jakyasar, August 25, 2020
    • 6 replies
    • 1.4k views
    • 
    • Bill Presson
    • August 31, 2020

22. Can a SAR SEP be invested at multiple institutions?

    By Guest Bergybass, December 3, 2008
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • December 3, 2008

23. Remove SEP Contributions?

    By Dazednconfused, July 8, 2021
    • 2 replies
    • 1.4k views
    • 
    • JackS
    • July 8, 2021

24. active participant

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

25. SEP Distributions

    By Guest Pcoco, February 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • February 26, 2002

26. Eligibility for 2% non-elective contribution

    By Guest bmurphy61, December 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • saabraa
    • December 16, 2006

27. SEP IRA Problem

    By Guest Stenli, December 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • December 6, 2002

28. SARSEP and New DB plan

    By Guest elem, November 12, 2004
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • November 15, 2004

29. Operational Failure in SARSEP

    By Spodie, February 5, 2013
    • 3 replies
    • 1.4k views
    • 
    • Spodie
    • March 13, 2013

30. Exactly what happens to a SIMPLE IRA Plan when a 401(k) is started same year?

    By Jim Chad, March 27, 2013
    • 0 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 27, 2013

31. SEP-IRA- former sole proprietor, now self -employed consultant

    By Guest jco1107, May 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 18, 2005

32. SEP Allowable when owner of another business?

    By Guest cpangler, April 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • April 14, 2005

33. Simple IRA for 2 Companies

    By Guest RJF, April 6, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 6, 2006

34. 25% Penalty

    By Guest KeithinClev, January 21, 2004
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • January 21, 2004

35. Definition of service for SEP

    By Guest Karis Schwent, April 14, 2012
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 10, 2012

36. Termination of SARSEP

    By Lori Foresz, August 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • August 27, 2004

37. 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

38. SIMPLE 401 (k)

    By 12AX7, August 4, 2011
    • 3 replies
    • 1.4k views
    • 
    • 12AX7
    • August 10, 2011

39. SIMPLE plus 403(b)

    By rfahey, March 3, 2010
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • May 22, 2010

40. SIMPLE IRA - Initial 60 Day Notice

    By ERISA13, June 29, 2016
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 29, 2016

41. New SIMPLE IRA if Employer Makes Last Qualified Plan Contribution afte

    By rocknrolls2, December 13, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 21, 1999

42. Controlled Group question

    By Guest cdizzle, June 23, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2004

43. Simple to 401k Invalidation Followup Question

    By Guest Grumbles, December 16, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2008

44. Contributions to SEP that violate 415(c)

    By Luke Bailey, December 10, 2019
    • 6 replies
    • 1.4k views
    • 
    • Gary Lesser
    • February 18, 2020

45. Point of this board?

    By Guest CJF, April 12, 2000
    • 3 replies
    • 1.4k views
    • 
    • BeckyMiller
    • April 18, 2000

46. SAR-SEP's Prototype to Model?

    By Guest Patrick M, September 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 26, 2002

47. Definition of "Earned Income"

    By Gary Lesser, September 29, 2010
    • 0 replies
    • 1.4k views
    • 
    • Gary Lesser
    • September 29, 2010

48. SEP Plan Sponsor Entity Changed mid-year

    By MarZDoates, September 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • MarZDoates
    • September 13, 2002

49. 1099-R Reporting

    By Guest AFRICA6796, October 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 18, 2001

50. acceptable investments for SEP/SARSEP

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