SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Simple IRA issues

   By eilano, November 11, 2003
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • November 12, 2003

2. Simple IRA Late Employee Contribution

   By Kally, February 1, 2018
   • 4 replies
   • 3.4k views
   • 
   • spiritrider
   • February 5, 2018

3. SIMPLE IRA Late Salary Reduction Contributions

   By Roger389, February 19, 2020
   • 5 replies
   • 1.4k views
   • 
   • Larry Starr
   • February 20, 2020

4. SIMPLE IRA limits for self employed

   By steve-o, February 24, 2015
   • 0 replies
   • 1.2k views
   • 
   • steve-o
   • February 24, 2015

5. SIMPLE IRA LLC single owner

   By Guest robertcusick, December 7, 2010
   • 3 replies
   • 1.5k views
   • 
   • Bird
   • December 8, 2010

6. SIMPLE IRA Match

   By commishvp, March 12, 2008
   • 1 reply
   • 1.7k views
   • 
   • Appleby
   • March 13, 2008

7. SIMPLE IRA match percentages

   By Guest SPollock, May 4, 1999
   • 2 replies
   • 1.6k views
   • 
   • Gary Lesser
   • May 13, 1999

8. SIMPLE IRA Match Question

   By coleboy, August 16, 2018
   • 1 reply
   • 672 views
   • 
   • Belgarath
   • August 16, 2018

9. SIMPLE IRA Matching Contribution

   By Guest Jodi, October 15, 1998
   • 1 reply
   • 2.3k views
   • 
   • Gary Lesser
   • October 15, 1998

10. SIMPLE IRA mid-yr plan termination due to acquisition?

    By Borsley, August 8, 2012
    • 2 replies
    • 13.2k views
    • 
    • Borsley
    • August 9, 2012

11. Simple IRA missed matching contributions

    By B21, March 28, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 28, 2012

12. SIMPLE IRA notification

    By SMB, November 12, 2007
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • November 12, 2007

13. Simple Ira Overcontributions

    By Felicia, December 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • December 18, 2001

14. SIMPLE IRA overfunded employer contributions

    By Guest nicola, May 20, 2002
    • 3 replies
    • 3.5k views
    • 
    • Appleby
    • May 22, 2002

15. SIMPLE IRA Plan

    By Guest TAG, March 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • March 8, 2002

16. Simple IRA plan - required to contribute?

    By Guest lany, September 26, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • September 26, 2006

17. SIMPLE IRA Plan for 2002, adopted in late December?

    By Guest tracyzimmer, December 30, 2002
    • 4 replies
    • 1.8k views
    • 
    • Gary Lesser
    • January 2, 2003

18. SIMPLE IRA Plan with a 403B plan - limits

    By Guest rffahey, March 24, 2005
    • 3 replies
    • 1.5k views
    • 
    • Lori Friedman
    • March 25, 2005

19. SIMPLE IRA Plan. Unsure if controlled group poses a problem

    By Guest Dennis Hennessy, December 11, 2001
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 13, 2001

20. 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

21. 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

22. SIMPLE IRA Question

    By bzorc, December 12, 2013
    • 2 replies
    • 1.3k views
    • 
    • bzorc
    • December 13, 2013

23. SIMPLE IRA question

    By Guest jchen78@gmail.com, October 8, 2007
    • 10 replies
    • 3.5k views
    • 
    • John G
    • October 10, 2007

24. Simple IRA re-hire/eligibility rules

    By Guest chris4013, December 30, 2003
    • 5 replies
    • 4.9k views
    • 
    • Gary Lesser
    • November 1, 2010

25. SIMPLE IRA replacing a 401(k)

    By Guest Pat Metallic, December 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 5, 2002

26. Simple IRA Required to be continued for 2006?

    By PMC, March 6, 2006
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 7, 2006

27. simple ira rollover

    By Guest Wineman, December 14, 1998
    • 8 replies
    • 2.5k views
    • 
    • Gary Lesser
    • December 17, 1998

28. Simple IRA rollover

    By Rai401k, November 17, 2004
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 22, 2004

29. SIMPLE IRA rollover options?

    By Guest CCDB, January 20, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 20, 2000

30. SIMPLE IRA rollovers

    By Benefits 101, February 25, 2013
    • 5 replies
    • 1.8k views
    • 
    • Benefits 101
    • February 25, 2013

31. SIMPLE IRA SET UP

    By Guest Gary S, January 9, 2007
    • 15 replies
    • 4.1k views
    • 
    • Gary Lesser
    • January 19, 2007

32. Simple IRA severance pay

    By JAS3, August 27, 2024
    • 1 reply
    • 1.6k views
    • 
    • CuseFan
    • August 27, 2024

33. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

    • simple ira
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • October 25, 2018

34. SIMPLE IRA sponsor wants to skip true-up

    By M Norton, February 28, 2019   

    • simple ira
    • true up
    • 5 replies
    • 2.2k views
    • 
    • austin3515
    • March 5, 2019

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

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

36. Simple IRA terminated participant

    By Guest mmg, January 28, 2003
    • 1 reply
    • 4k views
    • 
    • Gary Lesser
    • January 29, 2003

37. Simple ira terminated to a "newly established" Safe Harbor 401

    By Lori H, February 9, 2015
    • 1 reply
    • 1.2k views
    • 
    • Flyboyjohn
    • February 9, 2015

38. SIMPLE IRA Termination

    By mlp0816, November 18, 2019
    • 12 replies
    • 2.6k views
    • 
    • Larry Starr
    • November 24, 2019

39. SIMPLE IRA Termination and then Restart ?

    By Francis, October 19, 2010
    • 0 replies
    • 1.6k views
    • 
    • Francis
    • October 19, 2010

40. Simple IRA to 401(K)

    By Guest JDK, March 9, 2006
    • 4 replies
    • 3.3k views
    • 
    • ERISAnut
    • April 27, 2006

41. Simple IRA to 401k

    By doombuggy, December 30, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 25, 2006

42. SIMPLE IRA to Safe Harbor 401(K)

    By Lori H, April 25, 2008
    • 2 replies
    • 2.6k views
    • 
    • Gary Lesser
    • May 9, 2008

43. Simple IRA to Simple 401(k) Midyear Conversion

    By Guest mfitzgerald, March 31, 2008
    • 5 replies
    • 7.6k views
    • 
    • Bird
    • July 21, 2008

44. Simple IRA to simple 401K - same year

    By Guest pnj789, September 28, 2007
    • 9 replies
    • 3k views
    • 
    • Bird
    • October 2, 2007

45. SIMPLE IRA Transfer of Custodian

    By CLE401kGuy, April 9, 2012
    • 2 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • April 9, 2012

46. SIMPLE IRA transfer to regular IRA while still employed with the company?

    By Guest bsmith12, January 18, 2009
    • 11 replies
    • 18k views
    • 
    • Guest
    • January 28, 2009

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

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

48. Simple IRA vs. SEP IRA

    By Jilliandiz, April 14, 2005
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • April 14, 2005

49. SIMPLE IRA w/Match, failed to withhold for new employees

    By JHalligan, December 16, 2022
    • 2 replies
    • 1.6k views
    • 
    • JHalligan
    • December 23, 2022

50. SIMPLE IRA with ER contribution not yet made

    By bzorc, November 13, 2007
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • November 13, 2007