SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SIMPLE deferrals not taken from bonus

   By Guest bmurphy, November 10, 2005
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • November 11, 2005

2. 401(a)(17) comp limit as it applies to SIMPLE IRA's

   By Beltane, October 25, 2006
   • 1 reply
   • 2.7k views
   • 
   • Appleby
   • October 25, 2006

3. SIMPLE Plan for sole proprietor who has passed away

   By Jennifer, December 21, 2022
   • 1 reply
   • 877 views
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   • Bird
   • December 21, 2022

4. Affiliated service group in this situation?

   By Guest LTurner, January 31, 2003
   • 1 reply
   • 1.4k views
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   • Guest
   • January 31, 2003

5. Terminationg SIMPLE IRA - New 401(k) Plan

   By 52626, September 24, 2014
   • 1 reply
   • 1.2k views
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   • Flyboyjohn
   • September 24, 2014

6. SIMPLE Exclusive Plan Rule

   By Guest Thornton, March 8, 2007
   • 1 reply
   • 2.5k views
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   • Guest
   • March 9, 2007

7. Sarsep

   By Guest JDK, November 6, 2002
   • 1 reply
   • 1k views
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   • mbozek
   • November 6, 2002

8. SIMPLE IRA CONTRIBUTIONS

   By Felicia, February 17, 2004
   • 1 reply
   • 1k views
   • 
   • Gary Lesser
   • February 17, 2004

9. SEP IRA with Multiple Businesses

   By austincpa, August 15, 2022
   • 1 reply
   • 4.5k views
   • 
   • Gary Lesser
   • October 9, 2022

10. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 23, 2008

11. Employee claim for SEP benefits

    By shERPA, December 10, 2011
    • 1 reply
    • 1.2k views
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    • shERPA
    • December 14, 2011

12. SEP for the Self Employed

    By Guest wjr, March 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • March 14, 2002

13. SEP contribution not made for ee

    By Monica Barnard, October 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 7, 2007

14. 60 Day Rule

    By Dazednconfused, May 11, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • May 11, 2011

15. SIMPLE IRA EE and ER contributions made late; correction done and filed under VCP

    By katieinny, July 18, 2011
    • 1 reply
    • 3.5k views
    • 
    • Gary Lesser
    • August 22, 2011

16. Return of employer contribution

    By Guest Pensions in Paradise, December 17, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • December 17, 2003

17. SIMPLE Plan and TSP Contributions

    By Guest tac, April 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 24, 2004

18. Withdrawal of excess contributions

    By Guest P A Weick, May 6, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • May 6, 2003

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

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

20. LLC with possible SEP qualification issues

    By Guest nipa, March 3, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • March 4, 2004

21. Non-elective contributions limit

    By steve-o, January 24, 2012
    • 1 reply
    • 1.3k views
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    • ETA Consulting LLC
    • January 24, 2012

22. Rollover from SIMPLE IRA to 401K

    By rfahey, June 16, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • June 16, 2014

23. er does not remit ee contrib to SIMPLE IRAs

    By Guest amfam2, June 11, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 5, 2003

24. Simple Employer Matches & Withdrawals

    By Guest carolinawind, October 25, 2006
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • October 26, 2006

25. When does Employee become a Participant?

    By Jim Chad, May 23, 2016
    • 1 reply
    • 786 views
    • 
    • Bird
    • May 23, 2016

26. Early withdrawl taxes

    By Guest Carl C, November 23, 2002
    • 1 reply
    • 1.5k views
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    • Mary Kay Foss
    • November 23, 2002

27. Not so SIMPLE IRA

    By Guest Fauxqui, March 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 16, 2003

28. DB plan terminated

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

29. Simple IRA vs. Safe Harbor 401(k)

    By Guest stevena1, November 11, 2005
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • November 14, 2005

30. SEP and Roth, can you have both

    By Guest Macrocpa, November 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • November 9, 2003

31. RMD

    By SMB, September 2, 2006
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • September 3, 2006

32. Simple IRA excess contributions

    By Dazednconfused, February 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 1, 2010

33. Simple 401(k)

    By k man, September 5, 2003
    • 1 reply
    • 979 views
    • 
    • R. Butler
    • September 5, 2003

34. S-Corp SEP accounts for two shareholders

    By Guest JPrusinows, February 18, 2004
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 18, 2004

35. Reverse ER SEP contribution?

    By Guest Carolyn Barnard, June 3, 2008
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • July 7, 2008

36. Simple Plan over 100 employees

    By MaryM, August 26, 2015
    • 1 reply
    • 1.6k views
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    • Belgarath
    • August 27, 2015

37. SIMPLE EGTRRA Compliance

    By jpod, July 29, 2008
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • July 30, 2008

38. SIMPLE IRA Plans and the merger exception - can the employees of the S

    By Guest LBBarr, September 13, 2000
    • 1 reply
    • 2.8k views
    • 
    • Gary Lesser
    • September 16, 2000

39. SIMPLE IRA - Maximum Age

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

40. SEP / SH401k New Comp in same year

    By Guest Suanne, December 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 19, 2007

41. Pension Protection Act of 2006

    By Gary Lesser, August 7, 2006
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • August 18, 2006

42. SIMPLE IRA -Exclusive Benefit Plan Rule

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

43. What does the word "maintain" really mean, rergarding a SIM

    By Moe Howard, January 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 11, 2002

44. Eligibility issues when going from SEP to a 401k

    By Guest dubya, June 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • June 16, 2004

45. Failure to deposit employee deferrals - Employees no longer employed

    By MarZDoates, July 30, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 2, 2008

46. Terminating a simple IRA

    By Guest revier, October 5, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 5, 2004

47. SIMPLE with Various financial institutions

    By rfahey, October 1, 2010
    • 1 reply
    • 924 views
    • 
    • Bird
    • October 4, 2010

48. SARSEPS and Prior Year ADP Testing.

    By Guest, December 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 4, 2001

49. Simple IRA and LLC

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

50. SIMPLE IRA tax reporting for Sole Proprietors????

    By Guest TaxBill, March 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 14, 2002