SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Prototype SIMPLE IRA's

   By Belgarath, November 7, 2016
   • 1 reply
   • 776 views
   • 
   • ETA Consulting LLC
   • November 7, 2016

2. New tax laws that affects SIMPLE IRA?

   By Lori H, April 25, 2017
   • 2 replies
   • 776 views
   • 
   • Flyboyjohn
   • April 26, 2017

3. Can employer not provide SIMPLE match for one former employee?

   By Francis, March 7, 2018
   • 2 replies
   • 774 views
   • 
   • Bob the Swimmer
   • March 19, 2018

4. SEP Contribution Allowable? becomes Controlled group mid year?

   By Pammie57, August 20, 2018
   • 3 replies
   • 772 views
   • 
   • PensionPro
   • August 21, 2018

5. SIMPLE IRA - VCP

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

6. SIMPLE IRA "Plan Number" on Form 14568-D

   By AJC, June 25, 2019
   • 1 reply
   • 746 views
   • 
   • jpod
   • June 25, 2019

7. SEP Eligibility Dumb Question #2

   By bzorc, August 31, 2018
   • 2 replies
   • 745 views
   • 
   • bzorc
   • September 4, 2018

8. Comp Reduced by 125

   By austin3515, January 20, 2017
   • 3 replies
   • 745 views
   • 
   • Belgarath
   • January 23, 2017

9. SEP IRA with no corporation or LLC

   By Dfwguy, March 28, 2019   

   • sepira simple ira 401k
   • 3 replies
   • 742 views
   • 
   • jpod
   • March 29, 2019

10. Midyear amendment to SEP eligible?

    By AlbanyConsultant, October 25, 2016
    • 1 reply
    • 726 views
    • 
    • Belgarath
    • October 25, 2016

11. SERIOUS mishandling of the VCP??

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

12. Company Sponsored SIMPLE IRA PLans

    By mlp0816, September 19, 2019   

    • advising
    • 1 reply
    • 721 views
    • 
    • Bird
    • September 19, 2019

13. SIMPLE IRA Match Question

    By coleboy, August 16, 2018
    • 1 reply
    • 721 views
    • 
    • Belgarath
    • August 16, 2018

14. comp to use for SIMPLE IRA started October 1st

    By M Norton, February 11, 2019   

    • simple ira comp
    • 1 reply
    • 711 views
    • 
    • austin3515
    • February 11, 2019

15. SIMPLE rollover to 401(k): related?

    By AlbanyConsultant, September 12, 2018
    • 1 reply
    • 706 views
    • 
    • PensionPro
    • September 12, 2018

16. SIMPLE IRA

    By martha, February 23, 2016   

    • Employer contributed more tha
    • 0 replies
    • 695 views
    • 
    • martha
    • February 23, 2016

17. Disaster Relief SEP deadline

    By WhoLetTheDogsOut, November 9, 2017
    • 1 reply
    • 676 views
    • 
    • Mike Preston
    • November 12, 2017

18. Establishing a SIMPLE

    By Responsible4Employees, April 3, 2017   

    • simple
    • ira
    • (and 2 more)

      Tagged with:

      • simple
      • ira
      • establish
      • notification period
    • 1 reply
    • 675 views
    • 
    • Flyboyjohn
    • April 3, 2017

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

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

20. Late deposit of SIMPLE IRA deferrals - exclusive plan rule

    By MarZDoates, May 30, 2019
    • 0 replies
    • 660 views
    • 
    • MarZDoates
    • May 30, 2019

21. How early may an employer distribute the SIMPLE notice for the next year?

    By Beltane, September 24, 2019
    • 1 reply
    • 630 views
    • 
    • Larry Starr
    • September 24, 2019

22. Amend SEP to Allow 401K for 2017

    By annola, December 17, 2017
    • 1 reply
    • 627 views
    • 
    • Luke Bailey
    • December 19, 2017

23. old SIMPLE / New 401k

    By Santo Gold, August 8, 2017
    • 3 replies
    • 626 views
    • 
    • Santo Gold
    • August 9, 2017

24. SIMPLE contribution not really "receivable"?

    By pmacduff, June 25, 2018
    • 1 reply
    • 618 views
    • 
    • Larry Starr
    • June 26, 2018

25. Re-Characterization as Catch up

    By coleboy, August 8, 2018
    • 2 replies
    • 590 views
    • 
    • coleboy
    • August 8, 2018

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

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

27. Contribution Deduction for SEP

    By Dougsbpc, February 20, 2017
    • 1 reply
    • 550 views
    • 
    • Bird
    • February 21, 2017

28. new sep

    By sheadan@aol.com, October 4, 2017
    • 1 reply
    • 533 views
    • 
    • Gary Lesser
    • December 17, 2017

29. SIMPLE and VCP for over 100 ees

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

30. Misclassification correction

    By SundanceKid, November 27, 2025
    • 3 replies
    • 317 views
    • 
    • Nichol C
    • December 2, 2025

31. SEP Eligibility & Entry

    By mjbais1489, December 22, 2025
    • 2 replies
    • 236 views
    • 
    • Appleby
    • December 29, 2025

32. SIMPLE IRA and asset sale

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

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

    By OrderOfOps, November 30, 2025
    • 0 replies
    • 179 views
    • 
    • OrderOfOps
    • November 30, 2025
34. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    Topic was merged with Question: SIMPLE and Profit Sharing, off-calendar fiscal year