SEP, SARSEP and SIMPLE Plans

1,513 topics in this forum

1. SARSEP possible for Non-Profits?

   By NonProfit GC, February 10, 2021
   • 4 replies
   • 880 views
   • 
   • Luke Bailey
   • February 13, 2021

2. SEP IRA - participant question

   By st3rv, January 27, 2021
   • 14 replies
   • 1.3k views
   • 
   • Mike Preston
   • January 29, 2021

3. SIMPLE IRA 401(k) Controlled Group

   By R. Butler, May 12, 2016
   • 2 replies
   • 1.3k views
   • 
   • Scuba 401
   • January 11, 2021

4. SIMPLE IRA - VCP

   By Scuba 401, December 29, 2020
   • 0 replies
   • 576 views
   • 
   • Scuba 401
   • December 29, 2020

5. Forgot to take tax deduction for SEP contribution

   By arthurkagan, December 25, 2020
   • 2 replies
   • 611 views
   • 
   • spiritrider
   • December 28, 2020

6. SIMPLE IRA - Omit Former Employees - Loopholes?

   By DR245, December 22, 2020
   • 8 replies
   • 745 views
   • 
   • acm_acm
   • December 23, 2020

7. Simple 401(k) Plan converted to Regular 401(k) Plan - 2 year penalty exception

   By TPA Bob, December 7, 2020   

   • simple 401(k)
   • regular 401(k)
   • 1 reply
   • 581 views
   • 
   • AbsolutelyOkayPossibly
   • December 9, 2020

8. Can a SEP operate on a fiscal year?

   By M Norton, November 30, 2020
   • 2 replies
   • 797 views
   • 
   • StephenD
   • December 3, 2020

9. SIMPLE IRA - VCP Correction & New 401(k)

   By EBECatty, December 1, 2020
   • 2 replies
   • 577 views
   • 
   • EBECatty
   • December 1, 2020

10. Compenastion limit on Simple Plan

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

11. Can I have a plan if I have SIMPLE?

    By Jakyasar, August 25, 2020
    • 6 replies
    • 1.1k views
    • 
    • Bill Presson
    • August 31, 2020

12. SIMPLE and VCP for over 100 ees

    By cdavis25, August 25, 2020
    • 0 replies
    • 346 views
    • 
    • cdavis25
    • August 25, 2020

13. SERIOUS mishandling of the VCP??

    By DR245, August 21, 2020
    • 0 replies
    • 468 views
    • 
    • DR245
    • August 21, 2020

14. Employer wants to pay investment management fees of SEP participants

    By Dave Baker, July 16, 2020
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • July 23, 2020

15. Exceeding 100 employees

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

16. SEP Contribution for 2019. When does SEP need to be established.

    By Ken_BenefitScape, July 7, 2020   

    • sep
    • plan entry
    • 2 replies
    • 620 views
    • 
    • Larry Starr
    • July 7, 2020

17. 25% penalty - corrected contributions?

    By DR245, June 18, 2020
    • 3 replies
    • 968 views
    • 
    • Luke Bailey
    • June 19, 2020

18. SIMPLE IRA employee contributon - sole prop

    By Santo Gold, April 30, 2020
    • 2 replies
    • 710 views
    • 
    • Santo Gold
    • May 3, 2020

19. SEP IRA missed employee contribution correction

    By JTWeave, April 24, 2020
    • 4 replies
    • 927 views
    • 
    • Luke Bailey
    • April 25, 2020

20. Can SIMPLE IRA suspend match

    By Joe Rak, April 1, 2020
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • April 17, 2020

21. 2 companies - Simple IRA Offering?

    By Doogan, March 4, 2020
    • 3 replies
    • 657 views
    • 
    • Bill Presson
    • April 13, 2020

22. 25% Excise tax waived right?

    By austin3515, April 2, 2020
    • 2 replies
    • 821 views
    • 
    • Appleby
    • April 9, 2020

23. SEP and 401k in same year

    By AKconsult, February 12, 2018
    • 11 replies
    • 7.7k views
    • 
    • Bill Presson
    • March 16, 2020

24. Existing DB plan - adding SEP and deduction

    By Jakyasar, March 11, 2020
    • 2 replies
    • 616 views
    • 
    • Jakyasar
    • March 12, 2020

25. SIMPLE with No NHCE?

    By justanotheradmin, February 20, 2020
    • 7 replies
    • 1.3k views
    • 
    • justanotheradmin
    • February 24, 2020