SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Sar-Sep funds

   By Guest John Atkinson, September 26, 2001
   • 1 reply
   • 1.6k views
   • 
   • Michael Devault
   • September 27, 2001

2. simple max when ee works for two unrelated ers

   By Guest Terryjohn316, February 6, 2001
   • 1 reply
   • 1.5k views
   • 
   • Appleby
   • February 10, 2001

3. SARSEP Asset or Liability

   By Guest StephenF, January 11, 2006
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • January 11, 2006

4. Terminating a SIMPLE IRA Plan

   By Guest Suanne, September 28, 2006
   • 1 reply
   • 12.3k views
   • 
   • Gary Lesser
   • October 10, 2006

5. Leaving LLP and ongoing receivables - plan allowed?

   By Dawn Hafner, April 30, 2001
   • 1 reply
   • 1.4k views
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   • BeckyMiller
   • May 9, 2001

6. Annual Reporting Requirements?

   By Guest Boilerburm, December 20, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • December 21, 2001

7. Can you include SOME of your collective bargained employees in your SIMPLE plan?

   By Guest retpro, March 29, 2005
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • March 30, 2005

8. SIMPLE contribution - can it be stopped mid year?

   By Pension Panda, February 24, 2009
   • 1 reply
   • 4.2k views
   • 
   • Gary Lesser
   • February 24, 2009

9. SEP Contribution Deducted on Tax Return, Never Received by Custodian

   By MarZDoates, September 27, 2005
   • 1 reply
   • 1.6k views
   • 
   • Gary Lesser
   • September 27, 2005

10. Are SARSEP excess contributions calculated the same as 401(k)?

    By Lori H, December 28, 2010
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 26, 2011

11. Acquisition

    By austin3515, November 30, 2016
    • 1 reply
    • 975 views
    • 
    • Gary Lesser
    • February 4, 2017

12. Business entity change and a SEP

    By Santo Gold, March 19, 2024
    • 1 reply
    • 1.2k views
    • 
    • Dare Johnson
    • March 20, 2024

13. Simple IRA Required to be continued for 2006?

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

14. SEP & Roth

    By Guest Michael Scott, February 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 19, 2010

15. SEP-IRA, 401(k) and co-employment

    By Guest WESKI4, January 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 11, 2002

16. Short year SEP allowed?

    By steve-o, April 26, 2006
    • 1 reply
    • 1.5k views
    • 
    • ERISAnut
    • April 26, 2006

17. Does SIMPLE match apply to group-term life ins included in wages on W-

    By Guest JDVJr, December 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 29, 2001

18. SAR SEP IRS Audit

    By rfahey, December 16, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • December 26, 2002

19. US Corporation with foreign subsidiary and SIMPLE-IRA Plan.

    By Guest ASmithKochCPA, July 12, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • July 12, 2005

20. SIMPLE-IRA correction under Rev Proc 2013-12 - W-2 coding?

    By Belgarath, March 12, 2015
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • March 12, 2015

21. EGTRRA: SEP Limit 25%?

    By Guest Andy Mayo, June 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 18, 2001

22. Simple IRA issues

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

23. SIMPLE Compensation and 125 plans

    By Guest DianeC, September 15, 2000
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • September 16, 2000

24. 2002 limits for PSP Keogh vs. SEP-IRA

    By Guest Smichalek1, May 10, 2002
    • 1 reply
    • 2k views
    • 
    • rcline46
    • May 10, 2002

25. Simple

    By Guest boston431, January 14, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 16, 2004

26. Possible to convert a SIMPLE 401(k) to regular 401(k)?

    By Gudgergirl, October 5, 2010
    • 1 reply
    • 3.5k views
    • 
    • Bird
    • October 5, 2010

27. Match in first year of SIMPLE IRA?

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

28. SEP-IRA- former sole proprietor, now self -employed consultant

    By Guest jco1107, May 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 18, 2005

29. Continuing SIMPLE deferrals after maternity leave

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

30. overfunded SEP

    By Santo Gold, January 8, 2009
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 12, 2009

31. Control Groups

    By Guest itrade4u2, May 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • May 10, 2002

32. Undo SIMPLE IRA Contributions

    By Guest Noidy, January 8, 2003
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 13, 2003

33. Waiting period to start simple-IRA?

    By Guest mivcevich, January 26, 2005
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • January 29, 2005

34. Termination of SIMPLE 401(k)

    By Guest medinael, November 19, 2004
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • November 20, 2004

35. SIMPLE IRA Match

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

36. SARSEP protected during bankruptcy of company

    By Guest KMP, August 9, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 9, 2006

37. Establishing a non-payroll, employee choice benefit program

    By Guest Tom Byrne, January 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 29, 2001

38. SIMPLE IRA Match Question

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

39. Is there a COLA Limit Increase for SIMPLEs in 2001?

    By Guest danmar, October 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

40. Maximum Age in SIMPLE IRA

    By wmyer, March 12, 2003
    • 1 reply
    • 976 views
    • 
    • Mike Preston
    • March 12, 2003

41. 2011 COLA & Rollover Charts

    By Gary Lesser, October 29, 2010
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 6, 2011

42. Rollovers INTO a Simple IRA

    By pmacduff, September 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • September 28, 2001

43. SEP-IRA and ERISA

    By billfgrady, October 23, 2009
    • 1 reply
    • 2k views
    • 
    • jevd
    • October 23, 2009

44. May partners elect out of coverage of partnership's SEP?

    By Guest moosegirl, November 19, 2004
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 20, 2004

45. SARSEP in Non Profit Organizations

    By Guest tccgroup, February 7, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 9, 2001

46. Conversions/Recharacterizations

    By Felicia, July 9, 2003
    • 1 reply
    • 976 views
    • 
    • Appleby
    • July 10, 2003

47. late SEP contribution

    By betheeg, August 25, 2004
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • August 26, 2004

48. SEP & Controlled Group

    By SMB, July 31, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • August 1, 2002

49. SIMPLEs: Change in Designated Financial Institution

    By Felicia, March 4, 2004
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • March 5, 2004

50. SIMPLE SEP amendment

    By Guest Shelton, April 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • April 24, 2002