SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Short year SEP allowed?

   By steve-o, April 26, 2006
   • 1 reply
   • 1.5k views
   • 
   • ERISAnut
   • April 26, 2006

2. Simple

   By Guest boston431, January 14, 2004
   • 1 reply
   • 1k views
   • 
   • Gary Lesser
   • January 16, 2004

3. Simple _ Changing Eligibility

   By rfahey, July 11, 2008
   • 6 replies
   • 2.4k views
   • 
   • Gary Lesser
   • July 21, 2008

4. Simple - Multiple accounts

   By Guest jeff100, October 3, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • October 3, 2007

5. SIMPLE - any vendors that handle missing participant IRA's

   By Belgarath, July 21, 2015
   • 3 replies
   • 2.1k views
   • 
   • Gary Lesser
   • January 23, 2016

6. SIMPLE - Break in Service

   By Guest Twinky, April 29, 2005
   • 2 replies
   • 1.3k views
   • 
   • Gary Lesser
   • May 2, 2005

7. Simple - IRA Plan Eligibility

   By Guest ban1957, August 16, 2004
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • August 16, 2004

8. SIMPLE - is the contribution based on correct compensation

   By Jakyasar, April 13, 2023
   • 2 replies
   • 1.3k views
   • 
   • AnnCK
   • April 14, 2023

9. SIMPLE - Termination prior to Notice

   By Guest rgorman, November 3, 2005
   • 1 reply
   • 2k views
   • 
   • Gary Lesser
   • November 9, 2005

10. SIMPLE "receivable"

    By pmacduff, December 1, 2004
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • December 1, 2004

11. SIMPLE & Safe Harbor 401(k) Plan

    By Guest Joe Vasko, June 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 27, 2003

12. SIMPLE & Self-employed contribution

    By Guest Steve Palmer, April 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • txdd
    • April 9, 2003

13. SIMPLE & SH 401(k)

    By doombuggy, February 21, 2006
    • 2 replies
    • 1.7k views
    • 
    • doombuggy
    • February 21, 2006

14. SIMPLE + 401(k)

    By Just Me, May 8, 2013
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

15. SIMPLE $6,000 Limit

    By bzorc, March 1, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 23, 2000

16. SIMPLE 401 (k)

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

17. Simple 401(k)

    By PMC, September 10, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • September 18, 2001

18. Simple 401(k)

    By MBCarey, June 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • June 14, 2002

19. SIMPLE 401(k)

    By Archimage, April 27, 2007
    • 2 replies
    • 2.5k views
    • 
    • R. Butler
    • October 2, 2007

20. Simple 401(k)

    By k man, September 5, 2003
    • 1 reply
    • 977 views
    • 
    • R. Butler
    • September 5, 2003

21. Simple 401(k) (basics)

    By Basically, November 8, 2022
    • 16 replies
    • 2.1k views
    • 
    • Basically
    • December 1, 2022

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

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

23. Simple 401(k) Compensation for Self Employed

    By Richard Anderson, July 2, 2002
    • 2 replies
    • 1.2k views
    • 
    • Richard Anderson
    • July 3, 2002

24. SIMPLE 401(k) deadline ?

    By Guest kdm, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 25, 2003

25. Simple 401(k) Matching Contribution

    By Guest Dianes, September 27, 2001
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 9, 2001

26. Simple 401(k) PLan

    By Guest Dee Kratz, October 24, 2002
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 31, 2002

27. Simple 401(k) Plan

    By Guest dietpepsi, May 28, 2003
    • 0 replies
    • 974 views
    • 
    • Guest
    • May 28, 2003

28. SIMPLE 401(k) Plan Contributions for Self-Employed

    By Guest Emiliano, September 27, 2000
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • October 3, 2000

29. Simple 401(k) Plan converted to Regular 401(k) Plan - 2 year penalty exception

    By TPA Bob, December 7, 2020   

    • simple 401(k)
    • regular 401(k)
    • 1 reply
    • 787 views
    • 
    • AbsolutelyOkayPossibly
    • December 9, 2020

30. Simple 401(k) Plan restated as 401(k) Plan ?

    By Guest RSNOW, February 11, 2004
    • 2 replies
    • 2k views
    • 
    • Lori H
    • June 16, 2005

31. SIMPLE 401(k) Plan to a traditional 401(k) Plan

    By Guest Emiman, November 27, 2002
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 29, 2002

32. SIMPLE 401(k) Plans

    By Guest roller, June 9, 2002
    • 3 replies
    • 1.2k views
    • 
    • Archimage
    • June 10, 2002

33. Simple 401(k) violation of Exclusive Plan Rule

    By Guest J Dennis, December 11, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 12, 2002

34. Simple 401k and Plan Design Limits

    By Guest mpark, October 5, 2004
    • 0 replies
    • 994 views
    • 
    • Guest
    • October 5, 2004

35. SIMPLE 401k and regular 401k in same year

    By MGOAdmin, October 19, 2016   

    • SIMPLE 401k
    • Multiple Plans
    • 3 replies
    • 1.9k views
    • 
    • shERPA
    • November 23, 2016

36. simple 401k eligibility

    By Guest nipa, January 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 23, 2004

37. Simple 401k Plan, Roth Contributions

    By Guest sviola, May 18, 2011
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • July 14, 2011

38. SIMPLE and 401(k) in a controlled group

    By MarZDoates, August 13, 2013
    • 7 replies
    • 5.2k views
    • 
    • anspai
    • December 14, 2016

39. SIMPLE and 401(k) Plans in stock sale

    By pmacduff, November 29, 2021
    • 4 replies
    • 892 views
    • 
    • pmacduff
    • November 30, 2021

40. Simple and 401K in the same year.

    By Guest Archimedes, December 4, 2006
    • 1 reply
    • 2.5k views
    • 
    • txdd
    • December 4, 2006

41. SIMPLE and controlled group

    By Santo Gold, September 27, 2016
    • 2 replies
    • 966 views
    • 
    • John Feldt ERPA CPC QPA
    • September 29, 2016

42. Simple and DC Plan

    By Jeff Kirtner, October 2, 1999
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 15, 1999

43. SIMPLE and late deferrals

    By BFree, April 9, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 10, 2003

44. SIMPLE and Profit Sharing

    By Dougsbpc, June 29, 2011
    • 7 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 30, 2011

45. SIMPLE and Profit Sharing in same year

    By MGOAdmin, August 13, 2015   

    • SIMPLE
    • Profit Sharing
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 19, 2015

46. SIMPLE and Qualified Plan

    By Randy Watson, September 29, 2009
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 8, 2009

47. Simple and SEP?

    By Guest PeveArwen, August 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • August 27, 2001

48. Simple and Solo 401k

    By Guest bmurphy, April 4, 2005
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • April 5, 2005

49. SIMPLE and VCP for over 100 ees

    By cdavis25, August 25, 2020
    • 0 replies
    • 529 views
    • 
    • cdavis25
    • August 25, 2020

50. SIMPLE combined with qualified plan

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