SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SIMPLE contribution - can it be stopped mid year?

   By Pension Panda, February 24, 2009
   • 1 reply
   • 4.2k views
   • 
   • Gary Lesser
   • February 24, 2009

2. SIMPLE contribution calculation

   By Guest LTurner, April 12, 2006
   • 1 reply
   • 1.8k views
   • 
   • ERISAnut
   • April 26, 2006

3. SIMPLE contribution limit

   By guaccounts, August 24, 2022
   • 2 replies
   • 1.1k views
   • 
   • Bill Presson
   • August 25, 2022

4. simple contribution limits

   By Guest Dan Shea, December 8, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • December 8, 1999

5. SIMPLE Contribution made to wrong participant's account

   By jane123, July 29, 2005
   • 2 replies
   • 2k views
   • 
   • Bird
   • July 30, 2005

6. SIMPLE contribution not really "receivable"?

   By pmacduff, June 25, 2018
   • 1 reply
   • 589 views
   • 
   • Larry Starr
   • June 26, 2018

7. Simple Contribution Requirements

   By Guest houseblend, October 4, 2004
   • 8 replies
   • 2k views
   • 
   • WDIK
   • February 3, 2005

8. SIMPLE contributions not made 2019-2021

   By DHoff, November 30, 2021
   • 1 reply
   • 961 views
   • 
   • gc@chimentowebb.com
   • March 6, 2022

9. SIMPLE coordination with 401(k) plan of other employer

   By Guest Lyn Wyatt, October 9, 2001
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • October 9, 2001

10. Simple Coordination/termination

    By Guest JBALLARINO, October 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 16, 2001

11. SIMPLE correction procedures

    By Santo Gold, April 1, 2014
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • April 7, 2014

12. SIMPLE deferrals not taken from bonus

    By Guest bmurphy, November 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • November 11, 2005

13. SIMPLE Deposit Requirements

    By Guest Roger K., July 8, 2008
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • July 10, 2008

14. SIMPLE DFI Wont accept late deposit

    By shERPA, September 10, 2019
    • 5 replies
    • 799 views
    • 
    • M Norton
    • September 11, 2019

15. Simple Distribution Rules

    By Rai401k, May 29, 2003
    • 2 replies
    • 3.7k views
    • 
    • Appleby
    • May 30, 2003

16. SIMPLE distributions

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

17. Simple document requirements

    By Lori Foresz, January 14, 2004
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • January 18, 2004

18. SIMPLE EGTRRA Compliance

    By jpod, July 29, 2008
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • July 30, 2008

19. SIMPLE Employer contribution limit

    By Guest Taxwoman, June 29, 2001
    • 13 replies
    • 2.9k views
    • 
    • Gary Lesser
    • July 26, 2001

20. Simple Employer Contributions

    By jevd, June 27, 2003
    • 3 replies
    • 1.1k views
    • 
    • Gary Lesser
    • July 5, 2003

21. Simple Employer limit for 2001

    By Guest Pinestream, December 11, 2000
    • 3 replies
    • 1.6k views
    • 
    • wmyer
    • January 5, 2001

22. SIMPLE Employer match

    By Guest nicola, November 27, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 27, 2006

23. Simple Employer Matches & Withdrawals

    By Guest carolinawind, October 25, 2006
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • October 26, 2006

24. Simple ER Contributions

    By Guest Pete Joachim, March 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2004

25. SIMPLE established by ineligible employer

    By Belgarath, March 1, 2005
    • 14 replies
    • 2.4k views
    • 
    • Gary Lesser
    • March 8, 2005

26. SIMPLE Exclusive Plan Rule

    By Guest Thornton, March 8, 2007
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • March 9, 2007

27. SIMPLE for non-incorporated businesses?

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

28. SIMPLE IRA

    By martha, February 23, 2016   

    • Employer contributed more tha
    • 0 replies
    • 668 views
    • 
    • martha
    • February 23, 2016

29. SIMPLE IRA

    By Felicia, May 4, 2006
    • 2 replies
    • 1.8k views
    • 
    • ERISAnut
    • May 4, 2006

30. Simple Ira

    By Guest 401kproman, February 19, 2002
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • February 21, 2002

31. Simple IRA

    By Guest DICK@FBA, December 31, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • January 3, 2002

32. Simple IRA

    By Jilliandiz, June 12, 2006
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • June 30, 2006

33. SIMPLE IRA

    By Guest Prof, December 21, 2005
    • 4 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 31, 2005

34. Simple IRA

    By Guest David Barrer, February 28, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • March 4, 2003

35. SIMPLE IRA

    By M Norton, August 13, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 8, 2009

36. Simple Ira

    By Guest LTurner, December 30, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • January 2, 2003

37. SIMPLE IRA

    By Felicia, April 8, 2003
    • 1 reply
    • 986 views
    • 
    • Gary Lesser
    • April 10, 2003

38. Simple IRA

    By Guest CM Klein, September 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 20, 2001

39. SIMPLE IRA

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

40. Simple Ira

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

41. Simple IRA

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

42. Simple IRA

    By Jilliandiz, October 20, 2003
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 21, 2003

43. Simple IRA

    By Guest SeanF, April 9, 2009
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • April 14, 2009

44. SIMPLE IRA

    By BentoBox, March 27, 2024
    • 6 replies
    • 1.7k views
    • 
    • EBECatty
    • March 28, 2024

45. SIMPLE IRA

    By Guest Laura Millwood, October 22, 1998
    • 5 replies
    • 2.8k views
    • 
    • Gary Lesser
    • October 28, 1998

46. SIMPLE IRA

    By Guest Cingo, November 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • December 11, 2009

47. Simple Ira

    By Guest ASmith, May 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 30, 2002

48. SIMPLE IRA - amending the plan to change eligibility requirements

    By taxllm, June 18, 2014
    • 2 replies
    • 2.7k views
    • 
    • taxllm
    • June 19, 2014

49. SIMPLE IRA - Control Group Issue

    By Guest carolinawind, August 28, 2007
    • 3 replies
    • 4.4k views
    • 
    • Gary Lesser
    • August 28, 2007

50. Simple IRA - For previous year

    By Guest archimedes_pie, January 7, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • January 9, 2006