SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Freeze SIMPLE 401k, start regular 401k

   By Guest anne1, December 13, 2006
   • 1 reply
   • 1.6k views
   • 
   • JanetM
   • December 13, 2006

2. SEP Problem

   By Guest ohioattorney, June 28, 2013
   • 1 reply
   • 1.4k views
   • 
   • ETA Consulting LLC
   • June 28, 2013

3. Contribution Deduction for SEP

   By Dougsbpc, February 20, 2017
   • 1 reply
   • 532 views
   • 
   • Bird
   • February 21, 2017

4. One Spouse is self employed and has SEP

   By Scuba 401, April 10, 2018
   • 1 reply
   • 773 views
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   • spiritrider
   • April 11, 2018

5. Penalty for early withdrawl

   By Guest CCDB, February 1, 2000
   • 1 reply
   • 1.6k views
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   • Michael Devault
   • February 1, 2000

6. Simple IRA Eligibility/Discrimination

   By Guest CM Klein, September 20, 2001
   • 1 reply
   • 1.9k views
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   • Gary Lesser
   • September 20, 2001

7. What IRS or ERISA penalties for failure to deposit SEP withholdings

   By Moe Howard, October 13, 2001
   • 1 reply
   • 2.8k views
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   • Gary Lesser
   • October 16, 2001

8. Old SARSEP with 30-hour per week eligibility

   By Guest mjn, May 6, 2005
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • May 9, 2005

9. SEP vs. 401k

   By Guest avascoe@hmvcpa.com, September 21, 2007
   • 1 reply
   • 2.8k views
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   • Bird
   • September 22, 2007

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

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

11. 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

12. SIMPLE - Termination prior to Notice

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

13. SIMPLE IRA prototype - can we use documents while waiting for IRS fili

    By Guest amfam2, January 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 23, 2003

14. SEP rollover to 401(k) - 2 year requirement?

    By FundeK, October 21, 2004
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 21, 2004

15. Voluntary Pre-tax employee contribution plan

    By Guest Jhagan, September 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • September 11, 2000

16. SIMPLE IRA: employer contributions

    By Felicia, March 6, 2003
    • 1 reply
    • 929 views
    • 
    • Gary Lesser
    • March 6, 2003

17. SEP and SIMPLE in same year?

    By steve-o, April 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 22, 2010

18. SIMPLE IRA and Fidelity Bond Requirements

    By Susan S., April 15, 2014
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • April 15, 2014

19. Net profits required in order to make a SEP contribution?

    By Guest fusiuser, February 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 17, 2000

20. CAN THEY MAKE A SEP CONTRIBUTION??

    By dmb, December 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Bill Berke
    • December 18, 2000

21. SEP contribution after death of sole proprietor?

    By Craig Garner, August 14, 2015
    • 1 reply
    • 2.5k views
    • 
    • Lou S.
    • August 14, 2015

22. Termination of SIMPLE IRA

    By Lori Foresz, January 6, 2004
    • 1 reply
    • 2.4k views
    • 
    • Appleby
    • January 8, 2004

23. Establishing a new SEP when the ER had a DB plan that was terminated long ago.

    By katieinny, January 6, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • January 7, 2004

24. Simple: ER contribs and Comp

    By ombskid, August 7, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 7, 2012

25. SARSEP Contributions

    By Guest Cindyd, May 1, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 1, 2003

26. Partnership Dissolved - Has SIMPLE IRA

    By MarZDoates, February 9, 2010
    • 1 reply
    • 1.8k views
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    • Gary Lesser
    • February 11, 2010

27. Forgot to fill out form 5305-SA

    By Guest sheTexasHammer, September 28, 2010
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • September 28, 2010

28. Is SIMPLE allowed if 100% refund of excess contribution occurs

    By Pension Panda, March 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • March 29, 2012

29. Roth IRA rollable to Qualified Plan ?

    By JAY21, October 12, 2005
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • October 13, 2005

30. SIMPLE IRA

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

31. Expanding SIMPLE Investment Providors

    By jukeboy56, July 28, 2005
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 29, 2005

32. SIMPLE IRAS--REMOVAL OF EXCESS EMPLOYER CONTRIBUTIONS

    By Felicia, February 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 29, 2000

33. Contributions from multiple entities

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

34. Terminating SIMPLE IRA

    By Guest WD2, August 21, 2008
    • 1 reply
    • 2.2k views
    • 
    • ERISAnut
    • August 22, 2008

35. Fund IRA but not SEP

    By Guest Steve Palmer, February 10, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • February 10, 2010

36. Simple Coordination/termination

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

37. 401(k) to replace SImple IRA

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

38. Eligibility for 2% non-elective contribution

    By Guest bmurphy61, December 13, 2006
    • 1 reply
    • 1.4k views
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    • saabraa
    • December 16, 2006

39. Partnership Info Needed

    By Guest Don N, March 1, 2000
    • 1 reply
    • 1.4k views
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    • Gary Lesser
    • August 29, 2000

40. TARSEP - does it exist?

    By Guest LMalone, March 1, 2000
    • 1 reply
    • 1.6k views
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    • Michael Devault
    • March 2, 2000

41. SIMPLE $6,000 Limit

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

42. SARSEP calculation under JCWAA

    By Guest mhalvor, March 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 12, 2002

43. Simple Ira

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

44. SEP IRA- June 30th Year End-Protoype vs 5305-SEP

    By Guest Nicholas, October 23, 2007
    • 1 reply
    • 3.3k views
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    • Gary Lesser
    • November 7, 2007

45. Military Leave and SIMPLE IRA

    By Guest Harley52, July 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • July 30, 2009

46. 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
47. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    Topic was merged with Question: SIMPLE and Profit Sharing, off-calendar fiscal year

48. Integrated SEP - Compensation

    By Guest JD Colville, April 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Bill Berke
    • April 18, 2000

49. SEP-IRA contribution for 1099 compensation?

    By Guest Rick Kraus, April 3, 2000
    • 1 reply
    • 3k views
    • 
    • Bill Berke
    • April 19, 2000

50. SIMPLE-IRAs: minimum contributions?

    By Guest amfam2, February 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 14, 2002