SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SEP Plan Sponsor Entity Changed mid-year

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

2. SIMPLE distributions

   By Guest R. Daestrom, October 11, 2004
   • 6 replies
   • 1.4k views
   • 
   • Appleby
   • October 12, 2004

3. Terminating a SIMPLE.

   By Guest Thornton, January 10, 2003
   • 2 replies
   • 1.4k views
   • 
   • Gary Lesser
   • January 13, 2003

4. Taking prior year contibs out of SEP

   By Guest Mike Visse, September 19, 2001
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • September 20, 2001

5. Unrelated Business Taxable Income

   By jane123, August 29, 2003
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • September 1, 2003

6. SIMPLE IRA

   By Guest jmc51, January 19, 2011
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • January 25, 2011

7. May partners elect out of coverage of partnership's SEP?

   By Guest moosegirl, November 19, 2004
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • November 20, 2004

8. Model SEP and Qualified 401(k) in Same Year

   By Guest DGM, December 16, 2004
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 16, 2004

9. Exception to 10% early withdrawal penalty

   By Guest bmurphy, October 13, 2004
   • 1 reply
   • 1.4k views
   • 
   • Appleby
   • October 13, 2004

10. Opening of SEP account

    By Rai401k, December 18, 2003
    • 6 replies
    • 1.4k views
    • 
    • Gary Lesser
    • December 23, 2003

11. Multiple ownership - multiple plan types

    By Guest LSULLIVAN, August 12, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 12, 2009

12. SIMPLE IRA Exceptions – can more than one plan be offered?

    By Francis, October 15, 2010
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • November 1, 2010

13. Simple IRA excess contributions

    By Dazednconfused, February 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 1, 2010

14. Is ther any such thing as a 3% safe harbor SAR SEP Plan ?

    By Guest rffahey, November 22, 2003
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 24, 2003

15. SEP contribution not made for ee

    By Monica Barnard, October 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 7, 2007

16. SEP prior years Simple coming year

    By Guest Dale, September 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 18, 1999

17. SIMPLE $6,000 Limit

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

18. I need a quick accuracy check

    By No longer an APA, March 30, 2024
    • 1 reply
    • 1.4k views
    • 
    • fmsinc
    • April 1, 2024

19. SEP & Roth

    By Guest Michael Scott, February 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 19, 2010

20. SEP Years of Service for Spouse

    By jukeboy56, February 15, 2014
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • February 18, 2014

21. Employee Limit for SEP's?

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

22. MULTIPLE SIMPLE DEFERRAL LIMIT

    By Guest AFRICA, August 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 8, 1999

23. Simple IRA deferrals

    By Lori Foresz, October 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • March 15, 2004

24. SARSEP Qualified Plan for 1999

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

25. Cancel a SEP

    By Fisher, August 29, 2008
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 31, 2008

26. Simple Ira

    By Guest Bill U., December 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • December 18, 2001

27. SEP v. SARSEP v. PROFIT SHARING PLAN

    By Guest inquiry2, October 27, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 28, 2003

28. SEP contribution for deceased owner

    By katieinny, March 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • katieinny
    • March 17, 2003

29. Client has SEP wants 401(k)

    By Guest amm19, February 25, 2003
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 25, 2003

30. Acquired company with a Simple 401(k)

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

31. Per Diem Employees

    By Doogan, March 23, 2021
    • 4 replies
    • 1.3k views
    • 
    • Doogan
    • March 23, 2021

32. SIMPLE for non-incorporated businesses?

    By Guest Thornton, May 31, 2002
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • June 4, 2002

33. SEP-IRA and non integrated 401(K) together

    By Guest firstq, January 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 13, 2003

34. SEP - Missed Contributions for Multiple Years

    By Zoey, March 8, 2011
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • March 9, 2011

35. 401(k) to replace SImple IRA

    By Guest MrBoldman, February 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 11, 2005

36. Excluding Eligible Employees From SEP

    By Guest Janis Winterhof, February 25, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 25, 2000

37. NO Contributions to SIMPLE but not officially terminated

    By Lori Foresz, January 12, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 12, 2005

38. Simple 401(k) PLan

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

39. Invest in LLC

    By Guest Tara Curran, June 7, 2002
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • June 9, 2002

40. Person with 401k at work and self employment SIMPLE?

    By Guest mhalvor, December 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • December 19, 2005

41. SEP Plan Amendments

    By amadeus229, September 18, 2015
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • February 15, 2016

42. Simple IRA

    By Guest BED, May 9, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • May 10, 2011

43. SEP employee contributions

    By Guest robmc, March 12, 2013
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • March 13, 2013

44. Switch from 403(b) to SEP?

    By Guest Marty M, December 5, 2001
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • December 6, 2001

45. SEP Eligibility and Deduction Limit

    By Guest rgorman, August 1, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • August 5, 2003

46. Employee will not fill out IRA application

    By austin3515, December 24, 2014
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • December 26, 2014

47. SEP IRA and another IRA?

    By Spencer, May 9, 2013
    • 2 replies
    • 1.3k views
    • 
    • Spencer
    • May 10, 2013

48. How can SARSEP limits be changed in Congress to allow contributions to be calculated like 401(k) plans (for both EE & ER contributions)?

    By Guest mhalvor, January 17, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 17, 2005

49. Non-elective contributions limit

    By steve-o, January 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

50. Alternative re second spouse and changing beneficiary designation

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