SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SIMPLE plus 403(b)

   By rfahey, March 3, 2010
   • 3 replies
   • 1.4k views
   • 
   • Gary Lesser
   • May 22, 2010

2. SIMPLE portability

   By Guest Carole Nelsen, August 23, 2001
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • August 23, 2001

3. SIMPLE rollover to 401(k): related?

   By AlbanyConsultant, September 12, 2018
   • 1 reply
   • 706 views
   • 
   • PensionPro
   • September 12, 2018

4. SIMPLE self employed match

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

5. SIMPLE SEP amendment

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

6. SIMPLE State Tax Treatment of Employee Deferrals

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

7. Simple Takeover

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

8. SIMPLE termination

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

9. SIMPLE Termination

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

10. SIMPLE to 401k

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

11. Simple to 401k Invalidation Followup Question

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

12. Simple to 401k Invalidation Question

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

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

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

14. SIMPLE Websites

    By Guest Amy Erlbacher Anderson, November 6, 1998
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • November 9, 1998

15. SIMPLE with No NHCE?

    By justanotheradmin, February 20, 2020
    • 7 replies
    • 1.8k views
    • 
    • justanotheradmin
    • February 24, 2020

16. SIMPLE with Various financial institutions

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

17. SIMPLE-IRA

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

18. Simple-IRA for new sole propritor.

    By Moe Howard, November 29, 2001
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 18, 2001

19. 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

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. SIMPLE-IRA deferrals AFTER the year ends

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

22. SIMPLE-IRA Divorce

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

23. SIMPLE-IRA Match not made

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

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

    By AJC, August 22, 2021
    • 4 replies
    • 2.1k views
    • 
    • AJC
    • September 3, 2021

25. SIMPLE-IRA teamed with qualified plan

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

26. SIMPLE-IRA Termintaion

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

27. SIMPLE-IRAs: minimum contributions?

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

28. Simple, SEP plans and second biz revenue?

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

29. Simple: ER contribs and Comp

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

30. SIMPLE/SEP usage by a partnership

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

31. SIMPLEs: Change in Designated Financial Institution

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

32. 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

33. 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

34. Small Doctor Group - Emergency Room Setting

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

35. 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

36. Social Security Tax on SIMPLE Contributions

    By Guest Lynne Dennis, December 19, 1998
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • December 23, 1998

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

    By Guest jc1457, September 20, 2007
    • 3 replies
    • 2.5k views
    • 
    • jevd
    • September 21, 2007

38. 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

39. Sole Proprietor Incorporates--SEP Eligibility Question

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

40. 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

41. Sole Proprietor Opt Out

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

42. 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

43. Spliting simple IRA contributions

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

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

    By rblum50, June 28, 2023
    • 2 replies
    • 1.5k views
    • 
    • rblum50
    • July 9, 2023

45. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S., July 31, 2018
    • 7 replies
    • 1.8k views
    • 
    • Larry Starr
    • September 20, 2018

46. Statutory Employee

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

47. Stopping Employer Contributions to a SEP

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

48. Stopping employer SIMPLE contributions

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

49. Stupid SEP funding question

    By MarZDoates, January 24, 2003
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • January 24, 2003

50. Successor Employer

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