SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Simple IRA

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

2. Switch from 403(b) to SEP?

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

3. Rev. Proc. 2003-44 -- SIMPLE Plans covered

   By Guest HRlawguy, July 15, 2003
   • 3 replies
   • 1.3k views
   • 
   • Gary Lesser
   • August 14, 2003

4. SIMPLE IRA Force-Out Distribution

   By HafnerN1, February 9, 2017   

   • simple
   • ira
   • 2 replies
   • 1.3k views
   • 
   • HafnerN1
   • February 10, 2017

5. 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

6. Non-elective contributions limit

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

7. Definition of "Compensation" for calculations in a SAR SEP Plan

   By Guest rffahey, September 23, 2004
   • 2 replies
   • 1.3k views
   • 
   • Gary Lesser
   • October 12, 2004

8. SEP to safe harbor

   By Guest MichaelM, April 7, 2003
   • 3 replies
   • 1.3k views
   • 
   • Appleby
   • April 10, 2003

9. Excess Contributions to a SARSEP

   By Colpash, June 25, 2015   

   • SARSEP
   • 2 replies
   • 1.3k views
   • 
   • Colpash
   • January 8, 2016

10. SEP IRA and another IRA?

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

11. Can you include SOME of your collective bargained employees in your SIMPLE plan?

    By Guest retpro, March 29, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • March 30, 2005

12. SIMPLE - is the contribution based on correct compensation

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

13. Rollover to SEP from Traditional IRA

    By bzorc, January 3, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • January 3, 2002

14. Alternative re second spouse and changing beneficiary designation

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

15. SEP IRA missed employee contribution correction

    By JTWeave, April 24, 2020
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 25, 2020

16. Simple IRA issues

    By eilano, November 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • November 12, 2003

17. SIMPLE - Break in Service

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

18. Adopting SEP, but had terminated DB plan

    By Guest Gregory, August 5, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • August 5, 2004

19. Contributions from multiple entities

    By dmb, August 25, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 8, 2005

20. Simple IRA

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

21. Single K - for S Corp - Dividend income VS salary

    By Guest anne3583, February 12, 2004
    • 4 replies
    • 1.3k views
    • 
    • Gary Lesser
    • February 17, 2004

22. Profit Sharing and SEP

    By DP, October 6, 2010
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 8, 2010

23. SIMPLE + 401(k)

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

24. Small Employer Fewer than 25 eligible employees - Can they elect the 4% Match under SECURE 2.0

    By 401kology, March 1, 2024   

    • simple ira
    • secure 2.0
    • 2 replies
    • 1.3k views
    • 
    • 401kology
    • March 4, 2024

25. SEP and 403(b)

    By Randy Watson, February 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 9, 2007

26. Has a SEP but now wants a SH 401k

    By Guest dubya, March 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2004

27. 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

28. SIMPLE to 401k

    By Guest Bob Monte, January 9, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2003

29. Safe Harbor to Simple

    By Guest mparker2028, October 10, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 10, 2006

30. SEP Contribution Question

    By Guest Julie Young9, October 9, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • October 10, 2002

31. SIMPLE IRA Excess Matching Contributions

    By Guest Bob Lees, November 16, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 16, 2007

32. ACAs EACAs in SARSEPS & SIMPLE IRAs

    By jevd, February 27, 2009
    • 3 replies
    • 1.3k views
    • 
    • jevd
    • March 13, 2009

33. Contributions made to SEP-IRA and 401k-what is the Limit?

    By Bruddah Kimo, October 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • November 7, 2007

34. SEP Contribution in year of business closure

    By K. Hutcherson, December 12, 2019
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • December 12, 2019

35. Establishing SIMPLE plan with existing DB or DC plan - limits in 2000?

    By Guest Ted Munice, April 4, 2000
    • 1 reply
    • 1.3k views
    • 
    • Bill Berke
    • April 18, 2000

36. Frozen SEPS

    By thepensionmaven, April 4, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • April 5, 2013

37. Keeping SEP Plan Document up-to-date

    By Borsley, January 10, 2010
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 12, 2010

38. Simple - Multiple accounts

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

39. SIMPLE IRA replacing a 401(k)

    By Guest Pat Metallic, December 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 5, 2002

40. Rules For Sponsoring Both a SEP and a Profit Sharing Plan

    By mming, February 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 2, 2012

41. 2003 SEP Contribution not satisfied!

    By Jilliandiz, November 3, 2004
    • 6 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 6, 2004

42. MDRT Information retrieval system

    By Jim Chad, November 11, 2011
    • 0 replies
    • 1.3k views
    • 
    • Jim Chad
    • November 11, 2011

43. Customized SEP Docs; multiple plans

    By Guest RSNOW, December 3, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 3, 2003

44. Transfers/Rollovers to Eligible Retirement Plans

    By Guest Donaldson, October 25, 2002
    • 5 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 14, 2002

45. "Re-starting" a SARSEP

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

46. SIMPLE IRA Question

    By bzorc, December 12, 2013
    • 2 replies
    • 1.3k views
    • 
    • bzorc
    • December 13, 2013

47. SIMPLE IRA deferrals - are they employee assets or employer's?

    By Guest amfam2, February 10, 2003
    • 4 replies
    • 1.3k views
    • 
    • Gary Lesser
    • March 4, 2003

48. SEP and 401k in same year (husband & wife)

    By MGOAdmin, January 12, 2017   

    • sep
    • 401k
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 19, 2017

49. SEP % limit

    By Guest kdm, January 6, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 14, 2003

50. SEP IRA deductions for non-calendar year question

    By Justin, August 7, 2018   

    • sep ira
    • sep
    • 2 replies
    • 1.3k views
    • 
    • Justin
    • August 21, 2018