SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SIMPLE IRA's/401(k)s

   By Guest sherryc, August 28, 2002
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • September 3, 2002

2. One Plan Rule

   By Guest CWM, December 12, 2014
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 12, 2014

3. Moving funds from a traditional IRA to a SIMPLE IRA due to bank error

   By rpolich, June 2, 2016   

   • IRA
   • SIMPLE
   • 4 replies
   • 1.2k views
   • 
   • Bird
   • June 3, 2016

4. Co A Contributes to Co Bs SIMPLE-IRA

   By goldtpa, February 16, 2011
   • 2 replies
   • 1.2k views
   • 
   • goldtpa
   • April 22, 2011

5. SIMPLE - is the contribution based on correct compensation

   By Jakyasar, April 13, 2023
   • 2 replies
   • 1.2k views
   • 
   • AnnCK
   • April 14, 2023

6. Continuing SIMPLE deferrals after maternity leave

   By Guest bmurphy61, January 8, 2008
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • July 8, 2008

7. Rolling eligibility - an option?

   By Guest jaturner, August 25, 2008
   • 1 reply
   • 1.2k views
   • 
   • ERISAnut
   • August 25, 2008

8. 25% penalty - corrected contributions?

   By DR245, June 18, 2020
   • 3 replies
   • 1.2k views
   • 
   • Luke Bailey
   • June 19, 2020

9. SEP documents provided by the big houses

   By Bri, August 15, 2023
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • August 16, 2023

10. Accidental SIMPLE

    By Santo Gold, December 16, 2004
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 16, 2004

11. Employee closes simple acct prior to matching contribution being made

    By Guest Marketwatcher90, December 7, 2004
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • December 7, 2004

12. Match in first year of SIMPLE IRA?

    By Guest Labradane, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Lame Duck
    • March 4, 2004

13. Salary Reduction SEP Contribution for Self Employed

    By rfahey, May 21, 2013
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • December 21, 2013

14. Dumb Q re SEP qualification

    By Guest rickw, April 5, 2004
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • April 7, 2004

15. Adoption of 401k with SIMPLE

    By Earl, May 28, 2014
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • May 28, 2014

16. Unusual SEP forumula

    By Bill Presson, December 15, 2010
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • December 15, 2010

17. Simple IRA 100 person rule

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

18. Expanding SIMPLE Investment Providors

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

19. SIMPLE IRA and more than 100 ees in 2009

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

20. SEP Eligility

    By Fisher, January 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 9, 2007

21. EE terminates & closes account; er sends in ee deferrals after the fact

    By Guest amfam2, March 11, 2004
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • March 15, 2004

22. SEP/SIMPLE - Qualified Plans?

    By MarZDoates, November 3, 2003
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • November 3, 2003

23. SARSEP

    By Guest Gcarl, April 23, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 27, 2011

24. 60 day notice for ending SIMPLE IRA? mid-year replacement with SH 401k?

    By justanotheradmin, November 13, 2023   

    • secure 2.0
    • simple ira
    • 0 replies
    • 1.2k views
    • 
    • justanotheradmin
    • November 13, 2023

25. Existing SEP-IRA to new SEP IRA

    By Guest LifePlanner, February 26, 2008
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • March 17, 2008

26. SAR SEP Plan with aduld child and wife of owner

    By rfahey, May 9, 2014
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • May 9, 2014

27. Partnership with a SARSEP changes to S Corp 10/1/03-- okay to adopt 401k plan as of 10/1/03?

    By Dave Baker, September 23, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • October 4, 2003

28. Simple Ira

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

29. DB plan terminated

    By Guest diane3, October 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • October 26, 2004

30. Can SIMPLE IRAs be setup in an Omnibus environment

    By Guest dmmst3, June 9, 2014   

    • simple ira omnibus
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 9, 2014

31. VCP SIMPLE IRA Plan Compliance Statement Issued

    By Gary Lesser, September 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • Gary Lesser
    • September 4, 2003

32. How do you terminate a SIMPLE?

    By Guest rocnrols2, April 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • April 11, 2003

33. Controlled Group

    By rfahey, March 15, 2011
    • 5 replies
    • 1.2k views
    • 
    • QNPG
    • March 16, 2011

34. ER uses comp from wrong year to calculate SEP contribution

    By katieinny, December 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • December 21, 2011

35. Notice to ee's re: new EGTRRA limits for SIMPLE & SEP plans?

    By Guest amfam2, August 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 6, 2002

36. SIMPLE 401(k) Plans

    By Guest roller, June 9, 2002
    • 3 replies
    • 1.2k views
    • 
    • Archimage
    • June 10, 2002

37. Are catch-ups in SIMPLEs matched

    By Santo Gold, November 2, 2010
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • November 3, 2010

38. 0% Money Purchase For Rollovers

    By austin3515, September 23, 2015
    • 8 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2015

39. Sole Proprietorship to Adopt 2011 SEP by Oct 15, 2012

    By Richard Anderson, October 4, 2012
    • 3 replies
    • 1.2k views
    • 
    • Gary Lesser
    • October 9, 2012

40. "Terminated" SEP and top heavy aggregation

    By Belgarath, April 28, 2016
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • April 28, 2016

41. SEP Eligibility

    By Guest tcunagin, July 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • August 5, 2003

42. Excluding owner from SEP

    By Guest mjn, February 17, 2005
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • February 17, 2005

43. SEP and Combo

    By NewBieHere, February 10
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • February 10

44. Amend Service Requirement

    By MarZDoates, December 20, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • December 26, 2002

45. SIMPLE-IRA teamed with qualified plan

    By Christine Roberts, April 28, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 29, 2003

46. 25% Excise tax waived right?

    By austin3515, April 2, 2020
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • April 9, 2020

47. SEP HEC exclusion?

    By PAL, January 30, 2013
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • January 31, 2013

48. Forfeitures

    By Guest jkrad, March 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • wmyer
    • March 11, 2005

49. Changing a simple401k to just a 401(k)

    By Guest BHicks, June 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • July 5, 2003

50. MEP's and SEP's

    By Kimberly2024, November 14, 2024
    • 5 replies
    • 1.2k views
    • 
    • Bri
    • November 15, 2024