SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Successor SEP

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

2. Surviving Spouse Benefits under SEPs

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

3. Switch from 403(b) to SEP?

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

4. Switch from SEP to SIMPLE

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

5. switch from SH 401(k) to SIMPLE - timing of 401(k) deposits

   By M Norton, October 6, 2009
   • 5 replies
   • 1.4k views
   • 
   • jevd
   • October 8, 2009

6. Switching Financial Institution for SARSEP

   By Guest kprhok, October 29, 2009
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • October 30, 2009

7. Switching from SIMPLE 401k to regular 401k

   By J Simmons, March 4, 2008
   • 2 replies
   • 2k views
   • 
   • John Feldt ERPA CPC QPA
   • March 17, 2008

8. Switching Simple IRA Companies

   By preauto, November 29, 2015
   • 2 replies
   • 2.8k views
   • 
   • BG5150
   • November 30, 2015

9. Taking prior year contibs out of SEP

   By Guest Mike Visse, September 19, 2001
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • September 20, 2001

10. TARSEP - does it exist?

    By Guest LMalone, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • March 2, 2000

11. Taxes and Sarsep early withdraw questions?

    By Guest Taipans, January 24, 2005
    • 4 replies
    • 3.7k views
    • 
    • Gary Lesser
    • January 25, 2005

12. Termianting a SIMPLE IRA

    By R. Butler, December 23, 2010
    • 3 replies
    • 1.7k views
    • 
    • 12AX7
    • January 26, 2011

13. Terminate 401k Mid-Year and the fund SEP-IRA

    By Chris Thomas, August 19, 2019
    • 0 replies
    • 663 views
    • 
    • Chris Thomas
    • August 19, 2019

14. Terminate a PS to start a SIMPLE

    By Guest jetfaninmn, June 22, 2005
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 21, 2005

15. Terminate a SIMPLE Plan

    By Guest MELODY LOVE, February 21, 2001
    • 8 replies
    • 4.4k views
    • 
    • Gary Lesser
    • August 2, 2002

16. Terminate PS Start SEP

    By MarZDoates, July 10, 2009
    • 3 replies
    • 2k views
    • 
    • MarZDoates
    • July 30, 2009

17. Terminate Safe Harbor 401(k)/Start SIMPLE

    By MarZDoates, November 1, 2006
    • 4 replies
    • 1.7k views
    • 
    • MarZDoates
    • November 2, 2006

18. terminate Simple IRA, start Safe Harbor 401(k) non calendar year...possible?

    By betheeg, August 11, 2005
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • September 8, 2005

19. Terminated 401(k) Plan and New SIMPLE IRA Plan

    By Guest PhDay, December 8, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2010

20. terminated employee and SIMPLE IRA

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

21. Terminated SEP

    By Jilliandiz, November 21, 2005
    • 1 reply
    • 2k views
    • 
    • Demosthenes
    • November 21, 2005

22. Terminated Simple Plan

    By DP, July 14, 2000
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 29, 2000

23. Terminating 401(k) - Establishing SIMPLE IRA

    By SMB, June 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 4, 2001

24. Terminating 401(k); Starting SIMPLE

    By MjInvestments, December 19, 2018
    • 8 replies
    • 3k views
    • 
    • ETA Consulting LLC
    • December 23, 2018

25. Terminating a SEP using a 5305 Model SEP form

    By Belgarath, August 28, 2023
    • 3 replies
    • 1.9k views
    • 
    • Calavera
    • August 28, 2023

26. Terminating a SIMPLE 401(k) Plan

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

27. Terminating a SIMPLE 401k

    By MarZDoates, November 5, 2007
    • 2 replies
    • 2k views
    • 
    • MarZDoates
    • November 8, 2007

28. Terminating a simple IRA

    By Guest revier, October 5, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 5, 2004

29. Terminating a SIMPLE IRA Plan

    By Guest Suanne, September 28, 2006
    • 1 reply
    • 12.3k views
    • 
    • Gary Lesser
    • October 10, 2006

30. Terminating a Simple IRA plan and opening a 401k plan

    By Guest gfowler, September 17, 2004
    • 4 replies
    • 4.9k views
    • 
    • Appleby
    • September 18, 2004

31. Terminating a SIMPLE.

    By Guest Thornton, January 8, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • January 8, 1999

32. Terminating a SIMPLE.

    By Guest Thornton, January 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 13, 2003

33. Terminating Keogh & Adopting SEP -IRA Same Cal Yr

    By Guest kprhok, August 27, 2012
    • 8 replies
    • 5.5k views
    • 
    • Fisher
    • April 1, 2014

34. Terminating SAR-SEP and establishing a 401(k)

    By Guest Merrr, July 27, 2006
    • 3 replies
    • 4.5k views
    • 
    • saabraa
    • July 27, 2006

35. Terminating SEP plan, correcting prior years deposits

    By Guest bmurphy, December 22, 2004
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 5, 2005

36. Terminating SEP/SARSEP

    By Guest ak, October 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kathy
    • October 10, 1999

37. Terminating SIMPLE IRA

    By Guest WD2, August 21, 2008
    • 1 reply
    • 2.2k views
    • 
    • ERISAnut
    • August 22, 2008

38. Terminating Simple IRA and adopting a 401(k) plan

    By eilano, March 2, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bill Berke
    • March 8, 2001

39. Terminating SIMPLE IRA and starting 401(k)

    By cdavis25, December 28, 2011
    • 3 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • December 28, 2011

40. Terminating Simple IRA mid-year with SH 401k 'established and maintained"

    By BentoBox, March 14, 2024
    • 0 replies
    • 956 views
    • 
    • BentoBox
    • March 14, 2024

41. Terminating SIMPLE IRA or SEP/IRA, followed by new 401(k) Plan

    By Dougsbpc, December 18, 2024
    • 7 replies
    • 2.2k views
    • 
    • 30Rock
    • April 3, 2025

42. Terminating Simple Plan and Contribution Timing

    By mjf624, January 12, 2016
    • 3 replies
    • 1.1k views
    • 
    • mjf624
    • January 13, 2016

43. Termination of 401(k) to establish SIMPLE IRA

    By MarZDoates, October 13, 2004
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • October 14, 2004

44. Termination of PS plan in 2003 (not yet funded); OK to start SIMPLE plan 10/1/03?

    By MarZDoates, September 15, 2003
    • 7 replies
    • 1.5k views
    • 
    • Appleby
    • April 22, 2004

45. Termination of SAR-SEP

    By MarZDoates, August 22, 2002
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • August 22, 2002

46. Termination of SARSEP

    By Lori Foresz, August 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • August 27, 2004

47. Termination of SARSEP plan

    By Alan Simpson, December 18, 1998
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • December 19, 1998

48. Termination of SARSEP plan to install 401(k) plan

    By Guest rgben1, January 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • January 18, 2004

49. Termination of SIMPLE 401(k)

    By Guest medinael, November 19, 2004
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • November 20, 2004

50. Termination of SIMPLE IRA

    By Lori Foresz, January 6, 2004
    • 1 reply
    • 2.4k views
    • 
    • Appleby
    • January 8, 2004