SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Proposed increments to the contribution limits

   By Guest peterpeter, July 10, 1999
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   • 1.5k views
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   • Guest
   • July 10, 1999

2. Exactly what happens to a SIMPLE IRA Plan when a 401(k) is started same year?

   By Jim Chad, March 27, 2013
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   • 1.4k views
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   • Jim Chad
   • March 27, 2013

3. Freezing a SIMPLE 401(k)

   By Randy Watson, November 7, 2006
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   • 1.8k views
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   • Randy Watson
   • November 7, 2006

4. SIMPLE State Tax Treatment of Employee Deferrals

   By Guest Fishchick, July 28, 1999
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   • Guest
   • July 28, 1999

5. Answer Books by Panel Publishers

   By Gary Lesser, October 10, 2002
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   • 1.6k views
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   • Gary Lesser
   • October 10, 2002

6. SEP, SARSEP, SIMPLE and TSA Software Programs

   By Gary Lesser, October 10, 2002
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   • 1.1k views
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   • Gary Lesser
   • October 10, 2002

7. When must a SAR/SEP be modified when the particpant count exceeds 25?

   By Guest Roger, August 3, 1999
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   • 1.4k views
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   • Guest
   • August 3, 1999

8. 410(b) Coverage Transition Period and SIMPLE IRA

   By JustMe, February 26, 2021
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   • 964 views
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   • JustMe
   • February 26, 2021

9. Simple ira Controlled Group

   By PFranckowiak, September 20, 2010
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   • PFranckowiak
   • September 20, 2010

10. MULTIPLE SIMPLE DEFERRAL LIMIT

    By Guest AFRICA, August 8, 1999
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    • Guest
    • August 8, 1999

11. Contribution Limits for 403(b) and SEP IRA plans

    By Guest soccermom, December 16, 2014
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    • Guest
    • December 16, 2014

12. Correcting a mistaken contribution to a SEP.

    By Guest emily ward, April 18, 2001
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    • 1.4k views
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    • Guest
    • April 18, 2001

13. 402(h) NOT CHANGED BY EGTRRA

    By Gary Lesser, August 28, 2001
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    • 1.9k views
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    • Gary Lesser
    • August 28, 2001

14. Contributing a bonus to a SIMPLE IRA

    By katieinny, February 2, 2007
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    • katieinny
    • February 2, 2007

15. Overcontribution to prior year SEP of self-employed person

    By Guest CarolM, October 15, 1999
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    • 1.4k views
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    • Guest
    • October 15, 1999

16. Canadian Company Set Up SEP

    By Guest Monika Zimmer, April 19, 2004
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    • Guest
    • April 19, 2004

17. SIMPLE IRA Termination and then Restart ?

    By Francis, October 19, 2010
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    • 1.6k views
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    • Francis
    • October 19, 2010

18. SIMPLE IRA and asset sale

    By 30Rock, January 9
    • 0 replies
    • 185 views
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    • 30Rock
    • January 9

19. ERISA Bonding Requirements

    By Tot, December 1, 1999
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    • 1.7k views
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    • Tot
    • December 1, 1999

20. SEP after acquisition

    By Guest Jeff Belfiglio, December 8, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • December 8, 1999

21. Inte-Greater Software (Online Version Available)

    By Gary Lesser, July 22, 2004
    • 0 replies
    • 1.1k views
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    • Gary Lesser
    • July 22, 2004

22. Are SEP contributions required on compensation received under a salary continuation arrangement?

    By katieinny, February 17, 2012
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    • 831 views
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    • katieinny
    • February 17, 2012

23. SIMPLE IRA Excess Matching Contributions

    By Guest Bob Lees, November 16, 2007
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    • 1.3k views
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    • Guest
    • November 16, 2007

24. Moving from SIMPLE-DFI to SIMPLE Non-DFI

    By Guest Steve Benjamin, January 15, 2000
    • 0 replies
    • 2k views
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    • Guest
    • January 15, 2000

25. SIMPLE IRA rollover options?

    By Guest CCDB, January 20, 2000
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    • 1.8k views
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    • Guest
    • January 20, 2000

26. SIMPLE combined with qualified plan

    By Guest DavidB, January 24, 2000
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    • 1.5k views
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    • Guest
    • January 24, 2000

27. Simple IRA

    By Guest CM Klein, September 20, 2001
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    • Guest
    • September 20, 2001

28. RMD Reporting Requirement

    By Guest AFRICA6796, December 10, 2002
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    • 1.2k views
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    • Guest
    • December 10, 2002

29. Erroneous "contributions" to SIMPLE 401(k)

    By DMcGovern, April 13, 2023
    • 0 replies
    • 587 views
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    • DMcGovern
    • April 13, 2023

30. Changing SIMPLE IRA from 5304 SIMPLE to 5305 SIMPLE

    By M Norton, September 7, 2023   

    • simple plan restatement
    • simple plan change
    • 0 replies
    • 1.2k views
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    • M Norton
    • September 7, 2023

31. 401(k) and SIMPLE IRA

    By Guest ars, February 2, 2000
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    • 1.2k views
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    • Guest
    • February 2, 2000

32. SIMPLE-IRA Divorce

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

33. SARSEP issue

    By R. Butler, May 27, 2009
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    • 1.5k views
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    • R. Butler
    • May 27, 2009

34. LRMS and terminating a SIMPLE during the year.

    By Guest DLevine, February 3, 2000
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    • 1.5k views
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    • Guest
    • February 3, 2000

35. Catch-up in two SIMPLE IRAs

    By Guest kdm, May 3, 2002
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    • Guest
    • May 3, 2002

36. Updating SIMPLE-IRA documents

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

37. SEPP and a Profit Sharing Plan

    By Guest ronalds, February 20, 2000
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    • 1.9k views
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    • Guest
    • February 20, 2000

38. SARSEP Frozen/401(k)Plan Set-up

    By Guest Jean Blackwood, February 23, 2000
    • 0 replies
    • 1.7k views
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    • Guest
    • February 23, 2000

39. SIMPLE-IRA Termintaion

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

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

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

41. Excluding Eligible Employees From SEP

    By Guest Janis Winterhof, February 25, 2000
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    • Guest
    • February 25, 2000

42. SARSEP--noncompliance

    By Guest CJF, February 26, 2000
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    • Guest
    • February 26, 2000

43. SARSEP restatement

    By B21, February 24, 2015
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    • B21
    • February 24, 2015

44. SIMPLE IRA limits for self employed

    By steve-o, February 24, 2015
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    • 1.3k views
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    • steve-o
    • February 24, 2015

45. acceptable investments for SEP/SARSEP

    By Guest dsbinc, February 29, 2000
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    • 1.4k views
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    • Guest
    • February 29, 2000

46. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 991 views
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    • Appleby
    • October 15, 2009

47. SEP for going out of business

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

48. Can SIMPLE IRAs be setup in an Omnibus environment

    By Guest dmmst3, June 9, 2014   

    • simple ira omnibus
    • 0 replies
    • 1.2k views
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    • Guest
    • June 9, 2014

49. Reporting-Desingated Fianancial Institution

    By Felicia, August 30, 2001
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    • 1.5k views
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    • Felicia
    • August 30, 2001

50. Sch. C, Sch. F - aggregate for SEP max?

    By steve-o, March 30, 2012
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    • 1.2k views
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    • steve-o
    • March 30, 2012