SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

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

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

2. Simple IRA vs. SEP IRA

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

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

   By JHalligan, December 16, 2022
   • 2 replies
   • 1.7k views
   • 
   • JHalligan
   • December 23, 2022

4. SIMPLE IRA with ER contribution not yet made

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

5. SIMPLE IRA Withdrawls (without Penalty)

   By Guest RobertG, October 22, 2006
   • 3 replies
   • 2.2k views
   • 
   • Gary Lesser
   • November 20, 2006

6. SIMPLE IRA Year End/Final Contribution

   By Guest Aaron Taylor, January 21, 2009
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 21, 2009

7. SIMPLE IRA--EMPLOYER

   By Felicia, October 29, 1999
   • 2 replies
   • 1.5k views
   • 
   • Gary Lesser
   • November 5, 1999

8. SIMPLE IRA--not notified of eleigbility

   By Guest jerseygirl, January 12, 2011
   • 10 replies
   • 2.4k views
   • 
   • Kevin C
   • February 28, 2011

9. SIMPLE IRA--Terminating the plan during the year

   By Guest DLevine, January 11, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 19, 2000

10. Simple IRA, 401(k) and Leased Employees

    By Guest mbaca, September 25, 2002
    • 8 replies
    • 2.8k views
    • 
    • rcline46
    • September 26, 2002

11. SIMPLE IRA, company dissolved, new company 401k?

    By pmacduff, June 29, 2015
    • 14 replies
    • 2.2k views
    • 
    • austin3515
    • June 30, 2015

12. SIMPLE IRA: employer contributions

    By Felicia, March 6, 2003
    • 1 reply
    • 961 views
    • 
    • Gary Lesser
    • March 6, 2003

13. SIMPLE IRA: sole proprietor: return of contributions

    By Felicia, February 12, 2003
    • 9 replies
    • 2.4k views
    • 
    • Gary Lesser
    • March 4, 2003

14. Simple IRA's & Davis-Bacon Wage Act

    By Guest Tom Fields, May 5, 1999
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • May 13, 1999

15. SIMPLE IRA's, controlled group and other plans.

    By Guest Mike Visse, May 17, 2000
    • 5 replies
    • 2.1k views
    • 
    • Gary Lesser
    • August 29, 2000

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

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

17. SIMPLE IRAs

    By Felicia, May 8, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 9, 2003

18. Simple IRAs

    By Guest spritcha, December 4, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • December 5, 2001

19. SIMPLE IRAs

    By Guest bob, October 6, 1998
    • 6 replies
    • 2.6k views
    • 
    • Gary Lesser
    • October 18, 1998

20. SIMPLE IRAs - any protection

    By pmacduff, January 25, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • January 25, 2005

21. SIMPLE IRAs - can employer terminate?

    By Guest KFI, July 8, 1999
    • 5 replies
    • 6.6k views
    • 
    • Guest
    • July 17, 1999

22. SIMPLE IRAs - eligible employees

    By Guest JPCMPLS, April 8, 2002
    • 4 replies
    • 1.6k views
    • 
    • Gary Lesser
    • April 26, 2002

23. SIMPLE IRAs for self-employeds

    By steve-o, December 15, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2006

24. SIMPLE IRAS--REMOVAL OF EXCESS EMPLOYER CONTRIBUTIONS

    By Felicia, February 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 29, 2000

25. SIMPLE IRAs/401(k)s

    By Guest sherryc, August 28, 2002
    • 0 replies
    • 937 views
    • 
    • Guest
    • August 28, 2002

26. Simple IRAs/401(k)s

    By Guest sherryc, August 28, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 28, 2002

27. SIMPLE is replaced by a Qualified Plan

    By Earl, March 11, 2004
    • 4 replies
    • 1.5k views
    • 
    • Earl
    • April 1, 2004

28. SIMPLE match from PREVIOUS employer?

    By Guest Kuryan Thomas, November 13, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2000

29. Simple match in short year

    By Guest Christie Banks, February 6, 2003
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • February 24, 2003

30. Simple match never contributed by employer

    By Moe Howard, October 15, 2009
    • 2 replies
    • 6.3k views
    • 
    • Guest
    • November 28, 2009

31. simple max when ee works for two unrelated ers

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

32. SIMPLE Notice penalties

    By Guest ERISAweasel, May 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 9, 2003

33. SIMPLE or SEP for freelance income? (first time post)

    By Guest cn22, March 26, 2007
    • 12 replies
    • 4.7k views
    • 
    • Gary Lesser
    • July 20, 2007

34. SIMPLE Over-Contribution by Employer

    By Guest Noidy, February 4, 2002
    • 6 replies
    • 2.7k views
    • 
    • martha
    • February 23, 2016

35. Simple Plan over 100 employees

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

36. SIMPLE plan & ownership change

    By Guest bmurphy61, January 8, 2008
    • 3 replies
    • 3.2k views
    • 
    • Gary Lesser
    • March 21, 2008

37. SIMPLE plan and 401(k) in same year

    By Guest jetfaninmn, November 23, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 30, 2005

38. Simple Plan and controlled group

    By eilano, October 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 23, 2003

39. Simple plan and profit sharing plan

    By Kattdogg12, September 16, 2025
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • September 18, 2025

40. Simple plan and SEP plan in the same year?

    By Guest archimedes_pie, April 1, 2006
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • April 3, 2006

41. SIMPLE Plan and TSP Contributions

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

42. SIMPLE Plan Employer sold business

    By Guest TaxBill, April 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 25, 2002

43. SIMPLE plan for LLC

    By Guest bmurphy, March 20, 2002
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 22, 2002

44. SIMPLE Plan for Non calandar year end client

    By rfahey, November 13, 2006
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • November 13, 2006

45. SIMPLE Plan for sole proprietor who has passed away

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

46. SIMPLE Plan is terminated and new plan is started

    By k man, July 17, 2002
    • 12 replies
    • 2.2k views
    • 
    • R. Butler
    • July 24, 2002

47. SIMPLE Plan termination rules

    By Guest Ephesian431, July 26, 2000
    • 2 replies
    • 2.5k views
    • 
    • Gary Lesser
    • August 29, 2000

48. SIMPLE plan: When does employer have to match ?

    By Moe Howard, January 3, 2003
    • 8 replies
    • 2k views
    • 
    • mbozek
    • January 6, 2003

49. Simple plans

    By Guest Joanne Davey, March 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 20, 2003

50. Simple Plans - Timing of Deductions

    By Guest JD Colville, October 20, 1998
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 29, 1998