SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Converting or Amending Profit Sharing into SIMPLE

   By Guest lavander30, January 3, 2002
   • 1 reply
   • 1.6k views
   • 
   • Gary Lesser
   • January 10, 2002

2. QNEC for SARSEP ADP correction

   By Guest ladycpa2, September 18, 2007
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • September 18, 2007

3. SIMPLE IRA & 403(b)

   By Guest wjr, October 30, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • October 30, 2001

4. Maintaining another qualified plan?

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

5. Timing of SIMPLE funding for a self employed person

   By rfahey, April 1, 2013
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • April 2, 2013

6. SEP and a 401k

   By Tom Poje, February 17, 2014
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • February 18, 2014

7. SIMPLE IRA - Initial 60 Day Notice

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

8. Rollovers TO a SIMPLE IRA

   By Guest SPollock, September 23, 1999
   • 1 reply
   • 1.5k views
   • 
   • Kathy
   • September 25, 1999

9. Percentage of Contribution Limit

   By Guest Thornton, December 26, 2002
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • December 26, 2002

10. SEP Contributions after 70-1/2

    By Guest Randy Ehle, October 11, 2000
    • 1 reply
    • 7.9k views
    • 
    • Michael Devault
    • October 11, 2000

11. Entry date in SIMPLE-IRA

    By R. Butler, October 30, 2002
    • 1 reply
    • 3.5k views
    • 
    • Gary Lesser
    • October 31, 2002

12. SEPs, LLCs, and controlled groups

    By cassiefelder, November 18, 2015
    • 1 reply
    • 968 views
    • 
    • Lou S.
    • November 18, 2015

13. Can SEP funds be rolled into Profit Sharing Plan?

    By Lynn Campbell, September 30, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • September 30, 1999

14. Oh no! Some more SIMPLE-401(k) questions

    By Moe Howard, January 4, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 10, 2002

15. SIMPLE-IRA teamed with qualified plan

    By Christine Roberts, April 28, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 29, 2003

16. Terminating SEP/SARSEP

    By Guest ak, October 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kathy
    • October 10, 1999

17. SEP Sponsored by Local Union

    By Guest SCUDDESLER, July 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 22, 2004

18. SIMPLE IRA in VCP

    By Guest BED, April 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 9, 2012

19. Who can sponsor a SIMPLE?

    By Santo Gold, August 7, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • August 7, 2013

20. Transfer of Keogh assets to SEP-IRA

    By Guest Melissa Winslow, October 1, 1999
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • October 11, 1999

21. Form 5330: Does a SEP-IRA have a "plan number"?

    By Guest EmployeeBenefitsAttorney, January 2, 2014
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 2, 2014

22. Sep IRA exception to age 70 1/2 RMD?

    By Jim Chad, September 9, 2014
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 9, 2014

23. Can I contribute to both Simple and Roth IRA's?

    By Guest CCDB, October 4, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 12, 1999

24. SEP & Qualified Plan Contribution

    By dmb, December 26, 2002
    • 1 reply
    • 1k views
    • 
    • mbozek
    • December 27, 2002

25. SEP Eligility

    By Fisher, January 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 9, 2007

26. Simple IRA severance pay

    By JAS3, August 27, 2024
    • 1 reply
    • 1.6k views
    • 
    • CuseFan
    • August 27, 2024

27. Employee funded SEP & MPP

    By Guest R.Patterson, April 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 23, 2002

28. Amend SEP to Allow 401K for 2017

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

29. SIMPLE IRA and EGTRRA changes for 2002

    By Guest Bill U., January 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 10, 2002

30. Corporate officer receiving no salary included in SIMPLE?

    By Guest Steven Hoksch, April 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • April 24, 2002

31. Sep's For Self-employed Owner

    By Guest Gonzalos, October 31, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 31, 2002

32. Deadline for SIMPLE deferrals for self employed or partners

    By Guest rffahey, December 10, 2003
    • 1 reply
    • 1k views
    • 
    • KJohnson
    • December 11, 2003

33. SIMPLE IRA - over and under matching contributions

    By rblum50, February 19, 2013
    • 1 reply
    • 931 views
    • 
    • Bird
    • February 19, 2013

34. What is maximum contribution to an integrated SEP?

    By Lynn Campbell, January 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 29, 2001

35. Terminating 401(k) - Establishing SIMPLE IRA

    By SMB, June 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 4, 2001

36. SARSEP Continuation

    By Guest wjr, March 4, 2003
    • 1 reply
    • 957 views
    • 
    • Gary Lesser
    • March 4, 2003

37. Excess Employer Simple contributions for 2003 & 2004

    By Guest Russell, November 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 12, 2004

38. Employee Limit for SEP's?

    By Guest, October 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 26, 1999

39. rollover from sar-sep to 401K

    By Guest LSULLIVAN, January 23, 2004
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 23, 2004

40. Too much contributed to a SIMPLE IRA

    By R. Butler, December 8, 2009
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • December 8, 2009

41. SIMPLE Plan Employer sold business

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

42. SIMPLE rollover to 401(k): related?

    By AlbanyConsultant, September 12, 2018
    • 1 reply
    • 688 views
    • 
    • PensionPro
    • September 12, 2018

43. HSA contributions - compensation ?

    By rfahey, July 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • September 15, 2010

44. Participation in multiple SEPs

    By Young Curmudgeon, May 14, 2013
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • May 14, 2013

45. Can I have both a SIMPLE and SEP IRA and, depending on my income for a

    By Guest Jolanda, November 15, 1999
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • November 15, 1999

46. Client maintains both SIMPLE IRA and ESOP

    By nancy, January 9, 2001
    • 1 reply
    • 2.7k views
    • 
    • Bill Berke
    • January 9, 2001

47. How do I correct excess contributions to a SIMPLE IRA?

    By Felicia, November 12, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • November 15, 1999

48. Terming a Simple IRA in Mid year.

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

49. SARSEP Qualified Plan for 1999

    By Hoard1, November 24, 1999
    • 1 reply
    • 1.4k views
    • 
    • Hoard1
    • November 24, 1999

50. Why no rollover from a SEP IRA to a Qualified Plan?

    By jukeboy56, January 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • namealreadyinuse
    • January 27, 2006