SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. 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
   • 1.3k views
   • 
   • justanotheradmin
   • November 13, 2023

2. 401(k) and SIMPLE IRA

   By Guest ars, February 2, 2000
   • 0 replies
   • 1.2k views
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   • Guest
   • February 2, 2000

3. Continuing SIMPLE deferrals after maternity leave

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

4. SEP and Incidental Benefits

   By Guest brenns99, November 19, 2002
   • 2 replies
   • 1.2k views
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   • Gary Lesser
   • November 29, 2002

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

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

6. Simple 401(k) Compensation for Self Employed

   By Richard Anderson, July 2, 2002
   • 2 replies
   • 1.2k views
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   • Richard Anderson
   • July 3, 2002

7. MEP's and SEP's

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

8. One Plan Rule

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

9. SEP funding and "reason" for extension

   By Guest Steve Palmer, April 6, 2004
   • 3 replies
   • 1.2k views
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   • Gary Lesser
   • April 7, 2004

10. Simple IRA 100 person rule

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

11. SEP and Combo

    By NewBieHere, February 10, 2025
    • 1 reply
    • 1.2k views
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    • CuseFan
    • February 10, 2025

12. Co A Contributes to Co Bs SIMPLE-IRA

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

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

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

14. 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

15. 25% penalty - corrected contributions?

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

16. Accidental SIMPLE

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

17. Rolling eligibility - an option?

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

18. Adoption of 401k with SIMPLE

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

19. Unusual SEP forumula

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

20. Dumb Q re SEP qualification

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

21. Match in first year of SIMPLE IRA?

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

22. SIMPLE IRA and more than 100 ees in 2009

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

23. SEP Eligility

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

24. SARSEP

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

25. SEP/SIMPLE - Qualified Plans?

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

26. Expanding SIMPLE Investment Providors

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

27. Salary Reduction SEP Contribution for Self Employed

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

28. 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

29. How do you terminate a SIMPLE?

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

30. Nonuniform allocation rates in SEP

    By cathyw, January 9, 2025
    • 4 replies
    • 1.2k views
    • 
    • cathyw
    • January 11, 2025

31. 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

32. Existing SEP-IRA to new SEP IRA

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

33. DB plan terminated

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

34. Simple Ira

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

35. 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

36. "Terminated" SEP and top heavy aggregation

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

37. from SH 401(k) to SIMPLE

    By M Norton, August 14, 2019
    • 3 replies
    • 1.2k views
    • 
    • ugueth
    • August 20, 2019

38. VCP SIMPLE IRA Plan Compliance Statement Issued

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

39. Controlled Group

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

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

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

41. SARSEP Plan with son of business owner eligible

    By rfahey, January 14, 2014
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • January 24, 2014

42. SIMPLE 401(k) Plans

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

43. Are catch-ups in SIMPLEs matched

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

44. 0% Money Purchase For Rollovers

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

45. Excluding owner from SEP

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

46. 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

47. 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

48. SIMPLE-IRA teamed with qualified plan

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

49. Impose Service Requirement on SIMPLE IRA?

    By Stephanie M., November 13, 2024
    • 5 replies
    • 1.2k views
    • 
    • Bruce1
    • November 3, 2025

50. SEP HEC exclusion?

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