SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SIMPLE SEP amendment

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

2. SIMPLE State Tax Treatment of Employee Deferrals

   By Guest Fishchick, July 28, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • July 28, 1999

3. Simple Takeover

   By Guest mb4, October 11, 2005
   • 2 replies
   • 1.7k views
   • 
   • Gary Lesser
   • October 21, 2005

4. SIMPLE termination

   By Guest LTurner, February 19, 2009
   • 2 replies
   • 1.8k views
   • 
   • jlea
   • February 20, 2009

5. SIMPLE Termination

   By Guest cornbin, July 10, 2009
   • 1 reply
   • 1.6k views
   • 
   • jevd
   • July 10, 2009

6. SIMPLE to 401k

   By Guest Bob Monte, January 9, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • January 14, 2003

7. Simple to 401k Invalidation Followup Question

   By Guest Grumbles, December 16, 2008
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • December 17, 2008

8. Simple to 401k Invalidation Question

   By Guest Grumbles, December 11, 2008
   • 3 replies
   • 1.6k views
   • 
   • Gary Lesser
   • December 11, 2008

9. SIMPLE to SH 401k - back to SIMPLE?

   By Spencer, November 5, 2015
   • 1 reply
   • 909 views
   • 
   • Gary Lesser
   • January 8, 2016

10. SIMPLE Websites

    By Guest Amy Erlbacher Anderson, November 6, 1998
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 9, 1998

11. SIMPLE with No NHCE?

    By justanotheradmin, February 20, 2020
    • 7 replies
    • 1.7k views
    • 
    • justanotheradmin
    • February 24, 2020

12. SIMPLE with Various financial institutions

    By rfahey, October 1, 2010
    • 1 reply
    • 912 views
    • 
    • Bird
    • October 4, 2010

13. SIMPLE-IRA

    By rblum50, September 15, 2010
    • 1 reply
    • 918 views
    • 
    • Gary Lesser
    • September 15, 2010

14. Simple-IRA for new sole propritor.

    By Moe Howard, November 29, 2001
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • December 18, 2001

15. SIMPLE-IRA contributions made in 2015, 401k to be adopted

    By Belgarath, January 22, 2015
    • 3 replies
    • 1.7k views
    • 
    • Monica Barnard
    • April 30, 2015

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

    By Belgarath, March 12, 2015
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • March 12, 2015

17. SIMPLE-IRA deferrals AFTER the year ends

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

18. SIMPLE-IRA Divorce

    By Guest RPSS, February 2, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 2, 2000

19. SIMPLE-IRA Match not made

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

20. SIMPLE-IRA Plan Terminating Mid-Year - Is Notice Required

    By AJC, August 22, 2021
    • 4 replies
    • 2k views
    • 
    • AJC
    • September 3, 2021

21. SIMPLE-IRA teamed with qualified plan

    By Christine Roberts, April 28, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 29, 2003

22. SIMPLE-IRA Termintaion

    By Guest RPSS, February 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2000

23. SIMPLE-IRAs: minimum contributions?

    By Guest amfam2, February 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 14, 2002

24. Simple, SEP plans and second biz revenue?

    By Guest Amanda F, October 3, 2000
    • 5 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 1, 2000

25. Simple: ER contribs and Comp

    By ombskid, August 7, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 7, 2012

26. SIMPLE/SEP usage by a partnership

    By Guest Sheri, March 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • March 6, 2002

27. SIMPLEs: Change in Designated Financial Institution

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

28. Single K - for S Corp - Dividend income VS salary

    By Guest anne3583, February 12, 2004
    • 4 replies
    • 1.3k views
    • 
    • Gary Lesser
    • February 17, 2004

29. small business owner needing help with 410K and SIMPLE

    By Guest babysilvertooth, May 16, 2012
    • 4 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • May 16, 2012

30. Small Doctor Group - Emergency Room Setting

    By CLE401kGuy, January 20, 2014
    • 2 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • January 22, 2014

31. Small Employer Fewer than 25 eligible employees - Can they elect the 4% Match under SECURE 2.0

    By 401kology, March 1, 2024   

    • simple ira
    • secure 2.0
    • 2 replies
    • 1.3k views
    • 
    • 401kology
    • March 4, 2024

32. Social Security Tax on SIMPLE Contributions

    By Guest Lynne Dennis, December 19, 1998
    • 6 replies
    • 2k views
    • 
    • Guest
    • December 23, 1998

33. Sole prop over contributed to a SEP, correction method?

    By Guest jc1457, September 20, 2007
    • 3 replies
    • 2.4k views
    • 
    • jevd
    • September 21, 2007

34. 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

35. Sole Proprietor Incorporates--SEP Eligibility Question

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

36. Sole proprietor incorporating mid-year and assumption of a SIMPLE plan

    By KJohnson, March 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • KJohnson
    • March 26, 2001

37. Sole Proprietor Opt Out

    By rfahey, October 11, 2007
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • October 19, 2007

38. Sole Proprietorship to Adopt 2011 SEP by Oct 15, 2012

    By Richard Anderson, October 4, 2012
    • 3 replies
    • 1.2k views
    • 
    • Gary Lesser
    • October 9, 2012

39. Spliting simple IRA contributions

    By Guest jasper, December 21, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 12, 2000

40. Starting 401(k) and Defined Benefit Plan when a SEP is being "maintained."

    By rblum50, June 28, 2023
    • 2 replies
    • 1.3k views
    • 
    • rblum50
    • July 9, 2023

41. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S., July 31, 2018
    • 7 replies
    • 1.7k views
    • 
    • Larry Starr
    • September 20, 2018

42. Statutory Employee

    By Guest jim williams, March 7, 2011
    • 1 reply
    • 2k views
    • 
    • PensionPro
    • March 7, 2011

43. Stopping Employer Contributions to a SEP

    By Guest NPWA, April 7, 2004
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • April 7, 2004

44. Stopping employer SIMPLE contributions

    By Guest bmurphy, July 21, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2005

45. Stupid SEP funding question

    By MarZDoates, January 24, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 24, 2003

46. Successor Employer

    By cdavis25, January 7, 2014
    • 1 reply
    • 2.8k views
    • 
    • Gary Lesser
    • January 23, 2014

47. Successor SEP

    By Guest lmcgill, March 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • March 8, 2001

48. Surviving Spouse Benefits under SEPs

    By Scott, December 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • December 3, 2002

49. Switch from 403(b) to SEP?

    By Guest Marty M, December 5, 2001
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • December 6, 2001

50. Switch from SEP to SIMPLE

    By Guest Peggy806, December 10, 2009
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 10, 2009