SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SIMPLE Employer match

   By Guest nicola, November 27, 2006
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • November 27, 2006

2. Simple Plan and controlled group

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

3. Sole Proprietor dies - can a SEP contribution be made?

   By Guest Bob K, March 30, 2005
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • March 30, 2005

4. Exclude HCE from SEP (related company)

   By 401(k)athryn, May 3, 2017
   • 1 reply
   • 828 views
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   • ETA Consulting LLC
   • May 3, 2017

5. More SARSEP questions, especially maintaining a SARSEP and another pla

   By John A, October 20, 2000
   • 1 reply
   • 1.6k views
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   • Gary Lesser
   • December 1, 2000

6. 72(t) rule changes-legislative update

   By Appleby, October 3, 2002
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • October 3, 2002

7. new sep

   By sheadan@aol.com, October 4, 2017
   • 1 reply
   • 517 views
   • 
   • Gary Lesser
   • December 17, 2017

8. Two separate Simple IRA Accounts

   By Guest carolinawind, September 29, 2005
   • 1 reply
   • 1.9k views
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   • Gary Lesser
   • September 30, 2005

9. terminated employee and SIMPLE IRA

   By Guest SCB, January 23, 2007
   • 1 reply
   • 4.4k views
   • 
   • Gary Lesser
   • January 23, 2007

10. Direct rollover from pension plan into SIMPLE IRA

    By Guest ERISA_kid, March 5, 2004
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • March 5, 2004

11. SIMPLE and Qualified Plan

    By Randy Watson, September 29, 2009
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 8, 2009

12. SIMPLE contribution not really "receivable"?

    By pmacduff, June 25, 2018
    • 1 reply
    • 590 views
    • 
    • Larry Starr
    • June 26, 2018

13. SEP and Combo

    By NewBieHere, February 10
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • February 10

14. SEP & 401(k) same company

    By mathead, May 14, 2015
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • May 14, 2015

15. Effect of Disallowed Deferrals on Employer Withholding Obligations

    By Christine Roberts, October 20, 2000
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 1, 2000

16. SEP in combination with 401(k) Profit Sharing

    By Kathy, June 15, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • June 15, 2005

17. SEP Contribution for accounts not there

    By Guest JBarid, November 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 6, 2006

18. SEP for partnership

    By MarZDoates, February 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 25, 2003

19. IRA Contribution deadline- Fiscal year

    By jane123, May 19, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 19, 2005

20. SIMPLE-IRA Match not made

    By Guest Tbrown, November 24, 2009
    • 1 reply
    • 4.3k views
    • 
    • Guest
    • November 28, 2009

21. SIMPLE-IRA deferrals AFTER the year ends

    By Guest Fred Bee, April 6, 2007
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • April 6, 2007

22. Purchased by company with a SIMPLE Plan

    By Earl, March 3, 2011
    • 1 reply
    • 1k views
    • 
    • Earl
    • March 3, 2011

23. Does DOL have jurisdiction over SIMPLE IRAs?

    By Flyboyjohn, November 21, 2014
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • November 21, 2014

24. SEP - exclsusions

    By eilano, April 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 17, 2003

25. SEP Investments

    By Lori H, September 9, 2003
    • 1 reply
    • 928 views
    • 
    • mbozek
    • September 10, 2003

26. SIMPLE contributions not made 2019-2021

    By DHoff, November 30, 2021
    • 1 reply
    • 963 views
    • 
    • gc@chimentowebb.com
    • March 6, 2022

27. SIMPLE IRAs

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

28. A Dumb simple IRA ?

    By Guest ?pensionguy, February 3, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • February 18, 2004

29. Impact of changing from a non-DFI to a DFI plan

    By Guest Richard Plant, August 8, 2007
    • 1 reply
    • 10.1k views
    • 
    • Gary Lesser
    • August 28, 2007

30. SIMPLE IRA and EPCRS

    By Guest merlin, October 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 23, 2002

31. SEP contribution for lost employee

    By Guest djw, October 7, 2010
    • 1 reply
    • 959 views
    • 
    • Gary Lesser
    • October 8, 2010

32. Self Employed Salary deduction

    By Guest Gary Tencer, September 10, 1998
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • September 11, 1998

33. Terminating a SIMPLE 401(k) Plan

    By Guest taj32z, December 18, 2002
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • December 26, 2002

34. 5305 SEP & P/S Plan

    By katieinny, September 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 10, 2003

35. Multiple Simple Plans

    By card, September 23, 1998
    • 1 reply
    • 2.8k views
    • 
    • card
    • September 24, 1998

36. I need a quick accuracy check

    By No longer an APA, March 30, 2024
    • 1 reply
    • 1.4k views
    • 
    • fmsinc
    • April 1, 2024

37. Can SIMPLE IRA assets be rolled over to a 401K Plan?

    By Guest ddo2, February 25, 2003
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 25, 2003

38. How to create SEP for partnership excluding leased employees?

    By Guest april90, February 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • April 22, 2011

39. Compensation for match

    By k man, November 12, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • November 12, 2001

40. How to terminate a SEP arrangement?

    By Belgarath, October 1, 2003
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • October 1, 2003

41. SEP and 401k together

    By SoCalActuary, March 31, 2005
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • April 1, 2005

42. SEP Noncompliance corrections

    By B21, February 19, 2016
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • April 19, 2016

43. SEP Restatements

    By card, September 23, 1998
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • September 29, 1998

44. Sole Proprietor Incorporates--SEP Eligibility Question

    By KJohnson, February 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 4, 2003

45. SARSEP contribution limits

    By Guest bkp, December 3, 2003
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 6, 2003

46. Rules For Sponsoring Both a SEP and a Profit Sharing Plan

    By mming, February 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 2, 2012

47. SAR-SEP IRA Rollovers

    By Guest Lori M, October 14, 1998
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • October 14, 1998

48. SIMPLE IRA Matching Contribution

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

49. SEP-IRA and non integrated 401(K) together

    By Guest firstq, January 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 13, 2003

50. Sep's and Unions

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