SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Partner SEP Contribution

   By mjf06241972, April 9, 2019
   • 6 replies
   • 1.1k views
   • 
   • mjf06241972
   • April 11, 2019

2. SEP and the 7.5% Gateway

   By Gary Lesser, February 5, 2004
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • February 18, 2004

3. deferrals made without plan in place

   By Guest gjertsen, April 2, 2009
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • April 3, 2009

4. participant in a simple AND 403b plan

   By Guest tlott, December 1, 2003
   • 3 replies
   • 1.1k views
   • 
   • Gary Lesser
   • December 17, 2003

5. SEP IRA and ownership

   By MaryM, December 10, 2015
   • 3 replies
   • 1.1k views
   • 
   • Jim Chad
   • April 14, 2016

6. Sep's and Unions

   By rfahey, January 27, 2010
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • February 1, 2010

7. multiple SIMPLE vendors?

   By AlbanyConsultant, August 5, 2019
   • 4 replies
   • 1.1k views
   • 
   • AlbanyConsultant
   • August 6, 2019

8. "benefitting": includes loan repayments?

   By AlbanyConsultant, February 25, 2013
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • February 25, 2013

9. SIMPLE & Safe Harbor 401(k) Plan

   By Guest Joe Vasko, June 18, 2003
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • June 27, 2003

10. Wants to convert from SEP to DB Plan in 2004

    By Guest JVH, September 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 21, 2004

11. SARSEP - Active Participation for IRA Purposes

    By Guest Russell, November 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • November 6, 2004

12. 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

13. Comp paid in an LLC

    By bzorc, March 25, 2009
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • March 25, 2009

14. must we use document sponsor for all investments in a Sep?

    By Jim Chad, May 13, 2016
    • 5 replies
    • 1.1k views
    • 
    • jpod
    • May 16, 2016

15. SEP Conversion?

    By Tinman, December 6, 2022
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • December 6, 2022

16. SIMPLE IRA and acquistion

    By 30Rock, April 2, 2025
    • 4 replies
    • 1.1k views
    • 
    • 30Rock
    • April 3, 2025

17. SEPs, SIMPLEs, creditors

    By Santo Gold, September 14, 2010
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • September 15, 2010

18. Defined benefit plan with SEP

    By Guest draper, October 28, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 29, 2003

19. Not so SIMPLE IRA

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

20. Military Leave and SIMPLE IRA

    By Guest Harley52, July 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • July 30, 2009

21. SARSEP to better plan

    By Guest arolson, October 14, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 24, 2002

22. change in corporate structure and SEPs

    By eilano, January 8, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • January 9, 2004

23. SIMPLE self employed match

    By Guest nicola, February 27, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2009

24. SIMPLE correction procedures

    By Santo Gold, April 1, 2014
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • April 7, 2014

25. Simple ER Contributions

    By Guest Pete Joachim, March 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2004

26. SIMPLE IRA and 457(b)

    By John Feldt ERPA CPC QPA, November 6, 2015   

    • exclusive plan
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 6, 2015

27. SEP

    By Guest ingridak, January 22, 2014   

    • union
    • status change non-union
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 22, 2014

28. Plan Merger with Simple IRA

    By KevinMc, December 6, 2024
    • 2 replies
    • 1.1k views
    • 
    • KevinMc
    • December 6, 2024

29. Sep's For Self-employed Owner

    By Guest Gonzalos, October 31, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 31, 2002

30. SEP IRA?

    By Guest sugar daddy, March 8, 2011
    • 2 replies
    • 1.1k views
    • 
    • Calavera
    • March 9, 2011

31. simple 401k eligibility

    By Guest nipa, January 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 23, 2004

32. Dissolving sponsor

    By k man, August 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • August 26, 2003

33. Canadian Company Set Up SEP

    By Guest Monika Zimmer, April 19, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 19, 2004

34. 5305-SEP, okay to submit a March 2002 version under VCP

    By katieinny, August 10, 2012
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • September 7, 2012

35. SEP, SARSEP, SIMPLE and TSA Software Programs

    By Gary Lesser, October 10, 2002
    • 0 replies
    • 1.1k views
    • 
    • Gary Lesser
    • October 10, 2002

36. SEP and a 401k

    By Tom Poje, February 17, 2014
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 18, 2014

37. Can a SEP operate on a fiscal year?

    By M Norton, November 30, 2020
    • 2 replies
    • 1.1k views
    • 
    • StephenD
    • December 3, 2020

38. Employer quit making SIMPLE IRA match in March.

    By Lori H, October 29, 2010
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • October 29, 2010

39. Employee Contributions

    By Guest kum4363, October 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • October 14, 2008

40. Eligible for SEP?

    By Dougsbpc, May 24, 2014
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • May 27, 2014

41. SIMPLE 401(k) deadline ?

    By Guest kdm, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 25, 2003

42. Rollover from SIMPLE IRA to 401K

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

43. SIMPLE contribution limit

    By guaccounts, August 24, 2022
    • 2 replies
    • 1.1k views
    • 
    • Bill Presson
    • August 25, 2022

44. Contribution deadline for non-profits

    By Guest bmurphy, November 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • November 23, 2004

45. SEP funding and filing tax return

    By ombskid, April 12, 2016
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • April 13, 2016

46. SIMPLE Notice penalties

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

47. SIMPLE IRA Investment Election

    By Fisher, September 18, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 18, 2013

48. SIMPLE "receivable"

    By pmacduff, December 1, 2004
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • December 1, 2004

49. Is there anything to prevent a MP plan from converting to a SIMPLE-401(k)?

    By Tetsuro, July 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • July 15, 2004

50. 401k Profit Sharing to SIMPLE

    By DP, January 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 7, 2010