SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. SEP Noncompliance corrections

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

2. Compensation

   By Tom Poje, December 13, 2010
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • December 13, 2010

3. SIMPLE IRA - Maximum Age

   By Guest wjr, February 3, 2003
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • February 7, 2003

4. Updating SIMPLE-IRA documents

   By R. Butler, November 20, 2002
   • 0 replies
   • 1.1k views
   • 
   • R. Butler
   • November 20, 2002

5. SIMPLE contribution limit

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

6. SIMPLE IRA Deductiblity Issues

   By dmb, December 22, 2003
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • December 22, 2003

7. One Year of Service

   By Dazednconfused, January 11, 2011
   • 4 replies
   • 1.1k views
   • 
   • Dazednconfused
   • January 14, 2011

8. SEP for going out of business

   By Santo Gold, June 25, 2009
   • 0 replies
   • 1.1k views
   • 
   • Santo Gold
   • June 25, 2009

9. SEP-IRA Contributions

   By Guest batberf, September 13, 2003
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • September 13, 2003

10. Compenastion limit on Simple Plan

    By mjf06241972, November 10, 2020
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • November 12, 2020

11. LLC partner draws to C Corp for SEP IRA

    By TKH, December 6, 2019   

    • controlled group or not?
    • sep ira
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • December 7, 2019

12. Sole Proprietor Incorporates--SEP Eligibility Question

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

13. SARSEP restatement

    By B21, February 24, 2015
    • 0 replies
    • 1.1k views
    • 
    • B21
    • February 24, 2015

14. SEP, SARSEP and SIMPLE Plans

    By Guest sherryc, August 26, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 26, 2002

15. Establishing a new SEP when the ER had a DB plan that was terminated long ago.

    By katieinny, January 6, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • January 7, 2004

16. integrated sarsep

    By Beemer, March 30, 2016
    • 6 replies
    • 1k views
    • 
    • Beemer
    • April 1, 2016

17. Simple IRAs/401(k)s

    By Guest sherryc, August 28, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 28, 2002

18. Percentage of Contribution Limit

    By Guest Thornton, December 26, 2002
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 26, 2002

19. SEP contribution and 401k match

    By WCC, September 29, 2016
    • 4 replies
    • 1k views
    • 
    • K2retire
    • October 3, 2016

20. Simple IRA

    By Guest David Barrer, February 28, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • March 4, 2003

21. SEP & 401(k) same company

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

22. Inte-Greater Software (Online Version Available)

    By Gary Lesser, July 22, 2004
    • 0 replies
    • 1k views
    • 
    • Gary Lesser
    • July 22, 2004

23. SIMPLE IRA Checklist

    By Appleby, March 17, 2004
    • 0 replies
    • 1k views
    • 
    • Appleby
    • March 17, 2004

24. SIMPLE IRA and acquistion

    By 30Rock, April 2
    • 4 replies
    • 1k views
    • 
    • 30Rock
    • April 3

25. SEP & Qualified Plan Contribution

    By dmb, December 26, 2002
    • 1 reply
    • 1k views
    • 
    • mbozek
    • December 27, 2002

26. SIMPLE IRA contributions

    By Felicia, March 4, 2011
    • 1 reply
    • 1k views
    • 
    • Bird
    • March 6, 2011

27. Conversion of SIMPLE IRA balance to a Roth IRA

    By Guest neilcap, March 8, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 24, 2003

28. multiple SIMPLE vendors?

    By AlbanyConsultant, August 5, 2019
    • 4 replies
    • 1k views
    • 
    • AlbanyConsultant
    • August 6, 2019

29. Simple plans

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

30. SIMPLE IRA gone "bad"

    By Flyboyjohn, March 8, 2019   

    • simple ira
    • 2 replies
    • 1k views
    • 
    • shERPA
    • March 18, 2019

31. Incorrect deductions for 1/2 year for Simple IRA

    By DR245, June 28, 2023
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • June 29, 2023

32. Exceeding 100 employees

    By bzorc, July 13, 2020
    • 2 replies
    • 1k views
    • 
    • Luke Bailey
    • July 14, 2020

33. Errant SEP contribution

    By Guest pmetallic, January 20, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 23, 2004

34. Terminating Simple Plan and Contribution Timing

    By mjf624, January 12, 2016
    • 3 replies
    • 1k views
    • 
    • mjf624
    • January 13, 2016

35. Fund IRA but not SEP

    By Guest Steve Palmer, February 10, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • February 10, 2010

36. Deadline for SIMPLE deferrals for self employed or partners

    By Guest rffahey, December 10, 2003
    • 1 reply
    • 1k views
    • 
    • KJohnson
    • December 11, 2003

37. SIMPLE IRA CONTRIBUTIONS

    By Felicia, February 17, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • February 17, 2004

38. Plan Merger with Simple IRA

    By KevinMc, December 6, 2024
    • 2 replies
    • 1k views
    • 
    • KevinMc
    • December 6, 2024

39. Sarsep

    By Guest JDK, November 6, 2002
    • 1 reply
    • 1k views
    • 
    • mbozek
    • November 6, 2002

40. Simple

    By Guest boston431, January 14, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 16, 2004

41. Nonresponsive participant

    By austin3515, June 11, 2018
    • 3 replies
    • 1k views
    • 
    • Larry Starr
    • June 11, 2018

42. Establishing a new plan

    By austin3515, October 22, 2016
    • 2 replies
    • 1k views
    • 
    • austin3515
    • November 21, 2016

43. Company A has a 401k, Co. B has a SIMPLE

    By Santo Gold, October 6, 2010
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • October 6, 2010

44. SARSEP Contributions

    By Guest Cindyd, May 1, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 1, 2003

45. SEP coverage for disabled employee?

    By katieinny, January 21, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 23, 2004

46. Are SARSEP excess contributions calculated the same as 401(k)?

    By Lori H, December 28, 2010
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 26, 2011

47. Compensation prior to effective date

    By Guest wjr, April 10, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 10, 2003

48. SEP PLAN DOCUMENT

    By gcrechale, April 1, 2019   

    • sep document
    • 1 reply
    • 1k views
    • 
    • Flyboyjohn
    • April 1, 2019

49. Purchased by company with a SIMPLE Plan

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

50. Corp switches from SEP to PS plan mid-year; have to count contributions under both for "annual additions" testing?

    By Guest nipa, December 8, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • December 17, 2003