SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Moving the assets of a SIMPLE

   By K-t-F, January 10, 2014
   • 10 replies
   • 4k views
   • 
   • Borsley
   • January 13, 2014

2. 5304 or 5305....

   By K-t-F, February 4, 2014
   • 7 replies
   • 4k views
   • 
   • K-t-F
   • February 4, 2014

3. Simple IRA for a church

   By M Norton, September 25, 2009
   • 3 replies
   • 4k views
   • 
   • M Norton
   • October 6, 2009

4. Simple IRA terminated participant

   By Guest mmg, January 28, 2003
   • 1 reply
   • 4k views
   • 
   • Gary Lesser
   • January 29, 2003

5. Reclassify Trad. IRA to SEP IRA?

   By Guest tar0930, February 20, 2009
   • 9 replies
   • 4k views
   • 
   • jevd
   • March 2, 2009

6. SEP

   By Guest lskin, April 12, 2006
   • 21 replies
   • 3.9k views
   • 
   • Bird
   • June 8, 2006

7. Excess contributions to SEP

   By Guest ple-rj, February 25, 2008
   • 5 replies
   • 3.9k views
   • 
   • Gary Lesser
   • November 5, 2008

8. Withdraw a SEP contribution

   By Earl, August 19, 2011
   • 10 replies
   • 3.9k views
   • 
   • Gary Lesser
   • August 23, 2011

9. SARSEP Maximum Elective with Employer Contribution

   By Guest Roger K., February 28, 2006
   • 6 replies
   • 3.8k views
   • 
   • Guest
   • March 8, 2006

10. Termination of SIMPLE IRA - Required Disclosure

    By Guest pcohen, December 17, 2008
    • 3 replies
    • 3.8k views
    • 
    • jlea
    • December 18, 2008

11. Control Group Question - 415(h)

    By Guest Steve Palmer, March 25, 2009
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • September 13, 2011

12. Simple Distribution Rules

    By Rai401k, May 29, 2003
    • 2 replies
    • 3.7k views
    • 
    • Appleby
    • May 30, 2003

13. SEP, Partners and Contribution Limits

    By Guest derek, November 2, 1998
    • 9 replies
    • 3.7k views
    • 
    • Gary Lesser
    • August 20, 2002

14. Top-Heavy SEPs

    By Guest derek, December 8, 1998
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • February 17, 2000

15. Partner Compensation

    By Guest derek, December 8, 1998
    • 8 replies
    • 3.7k views
    • 
    • Gary Lesser
    • December 19, 1998

16. Does federal law prohibit surrender charges or CDSC for Simple IRA assets?

    By Guest Richard Plant, July 9, 2007
    • 4 replies
    • 3.7k views
    • 
    • Belgarath
    • August 8, 2007

17. How to correct overfunding of SEP-IRA by company for 1998

    By Dave Baker, May 7, 1999
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • May 8, 1999

18. Removal of excess contributions with negative earnings

    By Guest bmurphy, December 27, 2001
    • 4 replies
    • 3.6k views
    • 
    • Gary Lesser
    • January 8, 2002

19. Taxes and Sarsep early withdraw questions?

    By Guest Taipans, January 24, 2005
    • 4 replies
    • 3.6k views
    • 
    • Gary Lesser
    • January 25, 2005

20. Can a participant voluntarily opt out of SIMPLE plan?

    By Guest ssargent, December 4, 2000
    • 2 replies
    • 3.5k views
    • 
    • Gary Lesser
    • December 20, 2000

21. SIMPLE IRA question

    By Guest jchen78@gmail.com, October 8, 2007
    • 10 replies
    • 3.5k views
    • 
    • John G
    • October 10, 2007

22. Prohibited transaction

    By Guest Shelton, April 12, 2002
    • 14 replies
    • 3.5k views
    • 
    • KJohnson
    • April 29, 2002

23. Entry date in SIMPLE-IRA

    By R. Butler, October 30, 2002
    • 1 reply
    • 3.5k views
    • 
    • Gary Lesser
    • October 31, 2002

24. SIMPLE IRA EE and ER contributions made late; correction done and filed under VCP

    By katieinny, July 18, 2011
    • 1 reply
    • 3.5k views
    • 
    • Gary Lesser
    • August 22, 2011

25. SEP Integration: Reduction of $40,000 limit

    By katieinny, January 7, 2003
    • 14 replies
    • 3.5k views
    • 
    • Gary Lesser
    • March 17, 2003

26. Possible to convert a SIMPLE 401(k) to regular 401(k)?

    By Gudgergirl, October 5, 2010
    • 1 reply
    • 3.5k views
    • 
    • Bird
    • October 5, 2010

27. Excess deferral to SIMPLE IRA - change W-2?

    By Guest J Samuelson, January 6, 2000
    • 4 replies
    • 3.5k views
    • 
    • Gary Lesser
    • December 30, 2015

28. Simple IRA and Safe Harbor 401(k)

    By mlp0816, December 4, 2014
    • 7 replies
    • 3.5k views
    • 
    • Bird
    • December 6, 2014

29. Options for terminated SARSEP

    By Guest Brendan McKee, December 6, 2005
    • 5 replies
    • 3.5k views
    • 
    • Appleby
    • December 16, 2005

30. SIMPLE IRA overfunded employer contributions

    By Guest nicola, May 20, 2002
    • 3 replies
    • 3.4k views
    • 
    • Appleby
    • May 22, 2002

31. Not-for-Profit SIMPLE IRA Plan

    By Guest SPollock, July 21, 2000
    • 2 replies
    • 3.4k views
    • 
    • Gary Lesser
    • August 29, 2000

32. SEP & statutory employee W2 income

    By B21, March 13, 2013
    • 4 replies
    • 3.4k views
    • 
    • masteff
    • March 14, 2013

33. Is Gift for Establishing Rollover IRA or Roth IRA a PT?

    By Gary Lesser, March 29, 2011
    • 9 replies
    • 3.4k views
    • 
    • jpod
    • January 20, 2012

34. Contribution deadline - Employee contributions to SEP-IRA

    By Borsley, July 11, 2013   

    • employee contributions
    • SEP-IRA
    • (and 1 more)

      Tagged with:

      • employee contributions
      • SEP-IRA
      • deadline
    • 3 replies
    • 3.4k views
    • 
    • Mike Preston
    • April 1, 2015

35. Simple IRA Late Employee Contribution

    By Kally, February 1, 2018
    • 4 replies
    • 3.4k views
    • 
    • spiritrider
    • February 5, 2018

36. Fiscal Year partnership and Simple IRA

    By PTR2234, July 7, 2008
    • 2 replies
    • 3.4k views
    • 
    • PTR2234
    • August 5, 2008

37. SEP/IRA Distributions

    By Guest Jacki, January 15, 2001
    • 2 replies
    • 3.4k views
    • 
    • Gary Lesser
    • January 29, 2001

38. SEP IRA and 401(k) Plan

    By Guest MTransue, April 2, 2012
    • 7 replies
    • 3.3k views
    • 
    • Bird
    • April 3, 2012

39. fixing missed contribution

    By wsp, December 5, 2003
    • 3 replies
    • 3.3k views
    • 
    • Gary Lesser
    • December 6, 2003

40. Simple IRA to 401(K)

    By Guest JDK, March 9, 2006
    • 4 replies
    • 3.3k views
    • 
    • ERISAnut
    • April 27, 2006

41. Discontinuing SIMPLE IRA

    By austin3515, September 20, 2011
    • 6 replies
    • 3.3k views
    • 
    • shERPA
    • December 14, 2011

42. SEP IRA- June 30th Year End-Protoype vs 5305-SEP

    By Guest Nicholas, October 23, 2007
    • 1 reply
    • 3.2k views
    • 
    • Gary Lesser
    • November 7, 2007

43. partner in law firm wants SEP

    By k man, January 12, 2009
    • 18 replies
    • 3.2k views
    • 
    • QDROphile
    • January 14, 2009

44. Is a Simple IRA plan considered a successor plan

    By Guest Pully, January 27, 1999
    • 9 replies
    • 3.2k views
    • 
    • Gary Lesser
    • July 26, 2001

45. Timing of partner's elective deferral in SIMPLE IRA

    By MarZDoates, February 24, 2004
    • 2 replies
    • 3.2k views
    • 
    • Gary Lesser
    • February 25, 2004

46. Direct rollover or direct transfer?

    By Guest Carl C, September 22, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • October 4, 2000

47. Creditor Protection: SEP-IRA vs. Profit Sharing Plan???

    By chris, September 12, 2000
    • 2 replies
    • 3.2k views
    • 
    • Gary Lesser
    • September 13, 2000

48. Basis in Traditional/SIMPLE IRAs?

    By Guest Bubby, December 1, 2003
    • 9 replies
    • 3.1k views
    • 
    • jevd
    • January 16, 2004

49. Can acquired employer with SIMPLE IRA continue to maintain the plan after acquisition?

    By calexbraska, March 20, 2018
    • 5 replies
    • 3.1k views
    • 
    • Luke Bailey
    • March 22, 2018

50. SIMPLE plan & ownership change

    By Guest bmurphy61, January 8, 2008
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • March 21, 2008