SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

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

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

2. Definition of "Earned Income"

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

3. Old SEP Excess Contributions

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

4. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

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

5. 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
   • 1.3k views
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   • justanotheradmin
   • November 13, 2023

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

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

7. 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

8. Can we setup a SEP

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

9. Acquired Company with SIMPLE IRA

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

10. SIMPLE IRA Checklist

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

11. SIMPLE IRA after acquisition

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

12. SERIOUS mishandling of the VCP??

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

13. 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

14. Simple 401k and Plan Design Limits

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

15. Revocation of a SIMPLE 401K

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

16. 1099-R Reporting

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

17. IRC 402(h) Exclusion Limit under EGTRRA

    By Gary Lesser, July 26, 2001
    • 0 replies
    • 2.5k views
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    • Gary Lesser
    • July 26, 2001

18. Termination of SIMPLE IRA after acquistion

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

19. SIMPLE and VCP for over 100 ees

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

20. Correction of Ineligible Employer for SIMPLE

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

21. Simple 401(k) Plan

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

22. Control Groups PLEASE HELP!!

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

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

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

24. 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

25. Workers Compensation

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

26. 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

27. 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

28. Excess Deferrals - SIMPLE IRA

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

29. 25% Prototype SEP Allocation Limit

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

30. Termination of SIMPLE plan

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

31. Exclusion Allowance

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

32. 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

33. SIMPLE IRA - VCP

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

34. SEP, SARSEP and SIMPLE Plans

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

35. MDRT Information retrieval system

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