SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. 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

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

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

3. VCP SIMPLE IRA Plan Compliance Statement Issued

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

4. Can we setup a SEP

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

5. Acquired Company with SIMPLE IRA

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

6. SIMPLE IRA Checklist

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

7. SIMPLE IRA after acquisition

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

8. SERIOUS mishandling of the VCP??

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

9. 2001 COLA ADJUSTMENTS FOR SIMPLE PLANS

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

10. Simple 401k and Plan Design Limits

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

11. Revocation of a SIMPLE 401K

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

12. 1099-R Reporting

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

13. IRC 402(h) Exclusion Limit under EGTRRA

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

14. Termination of SIMPLE IRA after acquistion

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

15. SIMPLE and VCP for over 100 ees

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

16. Correction of Ineligible Employer for SIMPLE

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

17. Simple 401(k) Plan

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

18. Control Groups PLEASE HELP!!

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

19. Company A has a 401k, Co. B has a SIMPLE

    By Santo Gold, October 6, 2010
    • 0 replies
    • 1k views
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    • Santo Gold
    • October 6, 2010

20. Workers Compensation

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

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

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

22. Employer quit making SIMPLE IRA match in March.

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

23. Excess Deferrals - SIMPLE IRA

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

24. 25% Prototype SEP Allocation Limit

    By Gary Lesser, April 28, 2004
    • 0 replies
    • 1.1k views
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    • Gary Lesser
    • April 28, 2004

25. Termination of SIMPLE plan

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

26. Exclusion Allowance

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

27. SARSEP Contribution and Deduction Limits

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

28. SIMPLE IRA - VCP

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

29. SEP, SARSEP and SIMPLE Plans

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

30. MDRT Information retrieval system

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