SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Definition of "Earned Income"

   By Gary Lesser, September 29, 2010
   • 0 replies
   • 1.4k views
   • 
   • Gary Lesser
   • September 29, 2010

2. Old SEP Excess Contributions

   By Guest Patrick Foley, March 13, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 13, 2001

3. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

   By Guest Eric Cernyar, June 9, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 9, 2001

4. 60 day notice for ending SIMPLE IRA? mid-year replacement with SH 401k?

   By justanotheradmin, November 13, 2023   

   • secure 2.0
   • simple ira
   • 0 replies
   • 1.2k views
   • 
   • justanotheradmin
   • November 13, 2023

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

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

6. VCP SIMPLE IRA Plan Compliance Statement Issued

   By Gary Lesser, September 4, 2003
   • 0 replies
   • 1.2k views
   • 
   • Gary Lesser
   • September 4, 2003

7. Can we setup a SEP

   By Guest Whatup, October 25, 2010
   • 0 replies
   • 990 views
   • 
   • Guest
   • October 25, 2010

8. Acquired Company with SIMPLE IRA

   By 52626, April 19, 2018
   • 0 replies
   • 848 views
   • 
   • 52626
   • April 19, 2018

9. SIMPLE IRA Checklist

   By Appleby, March 17, 2004
   • 0 replies
   • 1.1k views
   • 
   • Appleby
   • March 17, 2004

10. SIMPLE IRA after acquisition

    By cathyw, August 30, 2005
    • 0 replies
    • 1.8k views
    • 
    • cathyw
    • August 30, 2005

11. SERIOUS mishandling of the VCP??

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

12. 2001 COLA ADJUSTMENTS FOR SIMPLE PLANS

    By Gary Lesser, December 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

13. Simple 401k and Plan Design Limits

    By Guest mpark, October 5, 2004
    • 0 replies
    • 996 views
    • 
    • Guest
    • October 5, 2004

14. Revocation of a SIMPLE 401K

    By Guest JEP, October 18, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2001

15. 1099-R Reporting

    By Guest AFRICA6796, October 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 18, 2001

16. IRC 402(h) Exclusion Limit under EGTRRA

    By Gary Lesser, July 26, 2001
    • 0 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 26, 2001

17. Termination of SIMPLE IRA after acquistion

    By WCC, February 9, 2016
    • 0 replies
    • 836 views
    • 
    • WCC
    • February 9, 2016

18. SIMPLE and VCP for over 100 ees

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

19. Correction of Ineligible Employer for SIMPLE

    By 401 Chaos, July 30, 2021
    • 0 replies
    • 859 views
    • 
    • 401 Chaos
    • July 30, 2021

20. Simple 401(k) Plan

    By Guest dietpepsi, May 28, 2003
    • 0 replies
    • 975 views
    • 
    • Guest
    • May 28, 2003

21. Control Groups PLEASE HELP!!

    By Guest itrade4u2, May 10, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 10, 2002

22. SIMPLE IRA Mid-Year SH 401(k) Under New Plan Sponsor

    By OrderOfOps, November 30, 2025
    • 0 replies
    • 176 views
    • 
    • OrderOfOps
    • November 30, 2025

23. 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

24. Workers Compensation

    By Dazednconfused, December 2, 2010
    • 0 replies
    • 979 views
    • 
    • Dazednconfused
    • December 2, 2010

25. Are catch-ups an "elective deferral described in section 402(g)(3)"?

    By Gary Lesser, April 28, 2004
    • 0 replies
    • 1.6k views
    • 
    • Gary Lesser
    • April 28, 2004

26. Employer quit making SIMPLE IRA match in March.

    By Lori H, October 29, 2010
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • October 29, 2010

27. Excess Deferrals - SIMPLE IRA

    By MarZDoates, March 8, 2006
    • 0 replies
    • 1.8k views
    • 
    • MarZDoates
    • March 8, 2006

28. 25% Prototype SEP Allocation Limit

    By Gary Lesser, April 28, 2004
    • 0 replies
    • 1.2k views
    • 
    • Gary Lesser
    • April 28, 2004

29. Termination of SIMPLE plan

    By Guest bmurphy, October 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 23, 2001

30. Exclusion Allowance

    By Gary Lesser, April 28, 2004
    • 0 replies
    • 1.3k views
    • 
    • Gary Lesser
    • April 28, 2004

31. SARSEP Contribution and Deduction Limits

    By Lynn Campbell, March 20, 2001
    • 0 replies
    • 1.8k views
    • 
    • Lynn Campbell
    • March 20, 2001

32. SIMPLE IRA - VCP

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

33. SEP, SARSEP and SIMPLE Plans

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

34. MDRT Information retrieval system

    By Jim Chad, November 11, 2011
    • 0 replies
    • 1.3k views
    • 
    • Jim Chad
    • November 11, 2011