SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Simple IRA - How should plan sponsor correcti past years contributions errors and reconcile with participants?

   By Guest kime, February 17, 2004
   • 1 reply
   • 963 views
   • 
   • Gary Lesser
   • February 17, 2004

2. SIMPLE IRA - Ineligible Employer

   By KateSmithPA, June 11, 2008
   • 3 replies
   • 2.1k views
   • 
   • Gary Lesser
   • July 7, 2008

3. SIMPLE IRA - Initial 60 Day Notice

   By ERISA13, June 29, 2016
   • 1 reply
   • 1.4k views
   • 
   • ETA Consulting LLC
   • June 29, 2016

4. SIMPLE IRA - Lots of Problems

   By KateSmithPA, January 6, 2010
   • 1 reply
   • 1.6k views
   • 
   • Gary Lesser
   • January 7, 2010

5. SIMPLE IRA - many issues, many years - Fixable?

   By DR245, February 11, 2020
   • 5 replies
   • 1.7k views
   • 
   • Gary Lesser
   • February 18, 2020

6. SIMPLE IRA - Maximum Age

   By Guest wjr, February 3, 2003
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • February 7, 2003

7. SIMPLE IRA - more than 2% NEC?

   By Spencer, November 6, 2014
   • 3 replies
   • 1.1k views
   • 
   • Spencer
   • November 6, 2014

8. SIMPLE IRA - Move from 5305 to 5304

   By MjInvestments, December 3, 2019
   • 2 replies
   • 4.6k views
   • 
   • Appleby
   • December 4, 2019

9. SIMPLE IRA - Omit Former Employees - Loopholes?

   By DR245, December 22, 2020
   • 8 replies
   • 1.1k views
   • 
   • acm_acm
   • December 23, 2020

10. SIMPLE IRA - over and under matching contributions

    By rblum50, February 19, 2013
    • 1 reply
    • 931 views
    • 
    • Bird
    • February 19, 2013

11. SIMPLE IRA - setup mistake

    By Guest Emiman, July 23, 2004
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 29, 2004

12. SIMPLE IRA - VCP

    By Scuba 401, December 29, 2020
    • 0 replies
    • 738 views
    • 
    • Scuba 401
    • December 29, 2020

13. SIMPLE IRA - VCP Correction & New 401(k)

    By EBECatty, December 1, 2020
    • 2 replies
    • 771 views
    • 
    • EBECatty
    • December 1, 2020

14. SIMPLE IRA - when employer goes out of business

    By Guest GB07, May 23, 2011
    • 1 reply
    • 4.3k views
    • 
    • ETA Consulting LLC
    • May 24, 2011

15. SIMPLE IRA - Yr end true up

    By Guest Elfman, October 25, 2005
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 26, 2005

16. SIMPLE IRA -Exclusive Benefit Plan Rule

    By Fisher, January 25, 2012
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • January 25, 2012

17. SIMPLE IRA "Plan Number" on Form 14568-D

    By AJC, June 25, 2019
    • 1 reply
    • 719 views
    • 
    • jpod
    • June 25, 2019

18. SIMPLE IRA (Roth)

    By M Norton, September 18, 2023   

    • secure 2.0
    • simple ira
    • (and 1 more)

      Tagged with:

      • secure 2.0
      • simple ira
      • roth option
    • 2 replies
    • 1.5k views
    • 
    • M Norton
    • September 18, 2023

19. SIMPLE IRA / 401(k) Scenario

    By amcorson, July 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • July 8, 2014

20. SIMPLE IRA / Excluding 125 Contributions

    By austin3515, February 11, 2019
    • 1 reply
    • 931 views
    • 
    • Belgarath
    • February 12, 2019

21. SIMPLE IRA & 401k start-up

    By Guest KeithinClev, January 7, 2004
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • January 8, 2004

22. SIMPLE IRA & 403(b)

    By Guest wjr, October 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 30, 2001

23. SIMPLE IRA & DB Plan

    By Guest danmar, September 10, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 13, 1999

24. Simple IRA & VCP

    By B21, March 26, 2014
    • 5 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 24, 2014

25. SIMPLE IRA & VCP Submission

    By SadieJane, February 6, 2017
    • 3 replies
    • 947 views
    • 
    • Gary Lesser
    • February 10, 2017

26. SIMPLE IRA + 401(k) Plan

    By JustMe, July 11, 2019
    • 5 replies
    • 1.4k views
    • 
    • JustMe
    • July 16, 2019

27. Simple IRA + Profit Sharing Plan

    By richard, August 24, 1999
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • September 6, 1999

28. Simple IRA 100 person rule

    By abanky, September 18, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 18, 2008

29. SIMPLE IRA 401(k) Controlled Group

    By R. Butler, May 12, 2016
    • 2 replies
    • 1.5k views
    • 
    • Scuba 401
    • January 11, 2021

30. SIMPLE IRA after acquisition

    By cathyw, August 30, 2005
    • 0 replies
    • 1.8k views
    • 
    • cathyw
    • August 30, 2005

31. Simple IRA and 401(k) in a controlled group

    By Guest fiddler, March 19, 2007
    • 2 replies
    • 4k views
    • 
    • J Simmons
    • March 22, 2007

32. SIMPLE IRA and 401k in acquisition

    By Golgi, May 26, 2011
    • 1 reply
    • 1.8k views
    • 
    • PensionPro
    • May 26, 2011

33. SIMPLE IRA and 457(b)

    By John Feldt ERPA CPC QPA, November 6, 2015   

    • exclusive plan
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 6, 2015

34. SIMPLE IRA and acquistion

    By 30Rock, April 2
    • 4 replies
    • 1.1k views
    • 
    • 30Rock
    • April 3

35. SIMPLE IRA and another plan?

    By Guest PMiller, February 25, 2008
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • March 17, 2008

36. SIMPLE IRA and EGTRRA changes for 2002

    By Guest Bill U., January 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 10, 2002

37. SIMPLE IRA and EPCRS

    By Guest merlin, October 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 23, 2002

38. SIMPLE IRA and Fidelity Bond Requirements

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

39. simple IRA and frozen DB plan?

    By AndyH, May 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • May 3, 2002

40. SIMPLE IRA and LLC

    By Guest carolyny, April 12, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • April 24, 2002

41. Simple IRA and LLC

    By Guest kla1, February 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • February 14, 2002

42. SIMPLE IRA and more than 100 ees in 2009

    By Jim Chad, May 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • May 19, 2010

43. SIMPLE IRA and non-contributing Solok

    By FishOn, November 14, 2023
    • 7 replies
    • 1.8k views
    • 
    • Bird
    • November 17, 2023

44. SIMPLE IRA AND PARTNERSHIPS

    By Felicia, December 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 16, 2004

45. Simple IRA and Profit Sharing Plan?

    By Guest snmhanson, June 22, 2008
    • 6 replies
    • 5.3k views
    • 
    • Guest
    • July 11, 2008

46. Simple IRA and Safe Harbor 401(k)

    By mlp0816, December 4, 2014
    • 7 replies
    • 3.5k views
    • 
    • Bird
    • December 6, 2014

47. limits SIMPLE IRA and SIMPLE 401k Catchup Limits

    By Renier, March 13, 2019   

    • simple 401k
    • simple ira
    • (and 2 more)

      Tagged with:

      • simple 401k
      • simple ira
      • simple plan
      • catchup
    • 3 replies
    • 770 views
    • 
    • Appleby
    • March 18, 2019

48. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • September 13, 2001

49. SIMPLE IRA and Two-Year Rule

    By Guest Tara Curran, May 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • May 20, 2002

50. SIMPLE IRA as a 1 Year "substitute"

    By SMB, November 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • SMB
    • November 27, 2004