SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Alternative re second spouse and changing beneficiary designation

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

2. 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

3. SEP to safe harbor

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

4. Contributions from multiple entities

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

5. 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

6. Adopting SEP, but had terminated DB plan

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

7. SIMPLE - Break in Service

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

8. Rollover to SEP from Traditional IRA

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

9. SIMPLE IRA Force-Out Distribution

   By HafnerN1, February 9, 2017   

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

10. Simple IRA issues

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

11. Profit Sharing and SEP

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

12. Simple IRA

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

13. 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

14. Excess Contributions to a SARSEP

    By Colpash, June 25, 2015   

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

15. SIMPLE to 401k

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

16. SIMPLE + 401(k)

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

17. SEP and 403(b)

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

18. SEP Contribution Question

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

19. SIMPLE IRA Excess Matching Contributions

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

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

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

21. Safe Harbor to Simple

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

22. 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

23. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown, December 31, 2018
    • 5 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 2, 2019

24. Top heavy contribution to SARSEP required if catch-up only

    By Bird, December 15, 2017
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • December 19, 2017

25. 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

26. Frozen SEPS

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

27. ACAs EACAs in SARSEPS & SIMPLE IRAs

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

28. Keeping SEP Plan Document up-to-date

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

29. SEP IRA missed employee contribution correction

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

30. Pre-Existing SEP - First year 5500-EZ Filing for 401(k) Plan

    By Towanda, April 10
    • 6 replies
    • 1.3k views
    • 
    • Towanda
    • April 10

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 - Multiple accounts

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

33. SIMPLE IRA replacing a 401(k)

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

34. MDRT Information retrieval system

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

35. Excess contribution to SEP and RMD calculation

    By cathyw, January 22
    • 3 replies
    • 1.3k views
    • 
    • Bri
    • January 23

36. "Re-starting" a SARSEP

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

37. SIMPLE IRA Question

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

38. Transfers/Rollovers to Eligible Retirement Plans

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

39. SEP % limit

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

40. SEP Contribution in year of business closure

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

41. 2003 SEP Contribution not satisfied!

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

42. Customized SEP Docs; multiple plans

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

43. Starting 401(k) and Defined Benefit Plan when a SEP is being "maintained."

    By rblum50, June 28, 2023
    • 2 replies
    • 1.3k views
    • 
    • rblum50
    • July 9, 2023

44. 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

45. Revocation of SIMPLE 401(k)

    By nancy, December 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 26, 2002

46. Issues involved in converting a safe-harbor 401(k) to a simple 401(k)?

    By chris, September 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 26, 2002

47. 25% penalty in 1st 2 years

    By Guest bmurphy, June 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • June 9, 2004

48. SEP final year

    By Guest 5500, September 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • October 12, 2004

49. Pay-to-Play queestion---SIMPLES and SEPS

    By Borsley, March 24, 2011
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 24, 2011

50. Contributions by owner to SEP-IRA or SIMPLE-IRA after 70 1/2

    By Francis, September 10, 2016
    • 1 reply
    • 1.3k views
    • 
    • Flyboyjohn
    • September 12, 2016