SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Midyear conversion from SIMPLE Plan to Defined Benefit

   By Guest gspaniol, July 20, 2000
   • 6 replies
   • 2.8k views
   • 
   • Gary Lesser
   • December 30, 2015

2. Mid-Year adoption of 401(k)-- IRC 402(g) issues

   By Guest cgodfrey, February 13, 2002
   • 6 replies
   • 2.6k views
   • 
   • Gary Lesser
   • October 30, 2003

3. EPCRS correction of SIMPLE plans

   By Guest HRlawguy, March 28, 2002
   • 6 replies
   • 2.3k views
   • 
   • Guest
   • April 5, 2002

4. Deposits to wrong SEP

   By bzorc, May 23, 2016
   • 6 replies
   • 1.8k views
   • 
   • Sabrina1
   • October 29, 2024

5. SIMPLE IRA Controlled group

   By Guest nlmc18, April 26, 2004
   • 6 replies
   • 3.1k views
   • 
   • Belgarath
   • December 14, 2004

6. Contributions to SEP that violate 415(c)

   By Luke Bailey, December 10, 2019
   • 6 replies
   • 1.4k views
   • 
   • Gary Lesser
   • February 18, 2020

7. SEP, Simple Plans and ERISA

   By Guest Learner, May 24, 2006
   • 6 replies
   • 21.2k views
   • 
   • Guest
   • October 28, 2006

8. Changing providers mid-year

   By austin3515, July 30
   • 6 replies
   • 2.3k views
   • 
   • Bruce1
   • September 11

9. $450 compensation

   By Felicia, August 7, 2006
   • 6 replies
   • 2.2k views
   • 
   • Gary Lesser
   • August 13, 2006

10. integrated sarsep

    By Beemer, March 30, 2016
    • 6 replies
    • 1k views
    • 
    • Beemer
    • April 1, 2016

11. Can I have a plan if I have SIMPLE?

    By Jakyasar, August 25, 2020
    • 6 replies
    • 1.4k views
    • 
    • Bill Presson
    • August 31, 2020

12. Different eligibility for current vs future SEP participants?

    By masteff, May 17, 2005
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • May 20, 2005

13. New SIMPLE Plan

    By Guest rgorman, January 8, 2009
    • 6 replies
    • 1.5k views
    • 
    • Gary Lesser
    • February 3, 2009

14. Opening of SEP account

    By Rai401k, December 18, 2003
    • 6 replies
    • 1.4k views
    • 
    • Gary Lesser
    • December 23, 2003

15. Simple plan and SEP plan in the same year?

    By Guest archimedes_pie, April 1, 2006
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • April 3, 2006

16. annual fees

    By Felicia, August 25, 2004
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • August 30, 2004

17. S corp shareholder simple deferrals not deposited

    By cpa2000, January 23, 2017
    • 6 replies
    • 1.4k views
    • 
    • cpa2000
    • February 13, 2017

18. Pre-Existing SEP - First year 5500-EZ Filing for 401(k) Plan

    By Towanda, April 10
    • 6 replies
    • 1.3k views
    • 
    • Towanda
    • April 10

19. SEP Prototype Provision

    By Gary Lesser, January 23, 2007
    • 6 replies
    • 2.9k views
    • 
    • Gary Lesser
    • October 18, 2007

20. SIMPLE IRA

    By BentoBox, March 27, 2024
    • 6 replies
    • 1.8k views
    • 
    • EBECatty
    • March 28, 2024

21. Client has SEP wants 401(k)

    By Guest amm19, February 25, 2003
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 25, 2003

22. Various SEP Questions

    By Guest Newspeak1, May 16, 2011
    • 6 replies
    • 1.6k views
    • 
    • Jim Chad
    • May 18, 2011

23. SEP sponsor changes from Sch C to sub-S corp

    By M Norton, March 21, 2019   

    • sep sponsor
    • 6 replies
    • 2.5k views
    • 
    • FPGuy
    • March 29, 2019

24. SIMPLE IRAs

    By Guest bob, October 6, 1998
    • 6 replies
    • 2.6k views
    • 
    • Gary Lesser
    • October 18, 1998

25. Are catch-ups in SIMPLEs matched

    By Santo Gold, November 2, 2010
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • November 3, 2010

26. SEP to 401k

    By Guest LSULLIVAN, March 10, 2006
    • 6 replies
    • 2.7k views
    • 
    • Appleby
    • March 18, 2006

27. SIMPLE IRA in place, 401(k)/PS Plan wants to be added

    By Guest KeithinClev, February 16, 2005
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 8, 2005

28. Can acquired employer with SIMPLE IRA continue to maintain the plan after acquisition?

    By calexbraska, March 20, 2018
    • 5 replies
    • 3.1k views
    • 
    • Luke Bailey
    • March 22, 2018

29. Simple IRA & VCP

    By B21, March 26, 2014
    • 5 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 24, 2014

30. Transfers/Rollovers to Eligible Retirement Plans

    By Guest Donaldson, October 25, 2002
    • 5 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 14, 2002

31. SEP AND CASH BALANCE PLANS

    By gcrechale, April 1, 2019   

    • sep cash balance
    • 5 replies
    • 4.3k views
    • 
    • Flyboyjohn
    • April 3, 2019

32. Concerns w/ Financial Advisor Handling SIMPLE IRA

    By EDB, November 6, 2019
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • November 8, 2019

33. Allocation limits

    By rcline46, January 5, 2010
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • January 6, 2010

34. S Corp SEP funded by C Corp ctrbs?

    By Guest GreenERISA, November 17, 2011
    • 5 replies
    • 1.7k views
    • 
    • masteff
    • November 17, 2011

35. W-2 Box 13

    By Guest Dion, January 2, 2002
    • 5 replies
    • 5.4k views
    • 
    • Appleby
    • January 3, 2002

36. Can s-corp partners in an LLC have their own SEP's

    By Guest marievelem, January 21, 2004
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • January 23, 2004

37. new 401k,but maintained SIMPLE

    By Guest LTurner, February 27, 2003
    • 5 replies
    • 1.3k views
    • 
    • Gary Lesser
    • March 6, 2003

38. Rollover of SIMPLE IRA to Qualified Plan if over 59 1/2

    By Guest lgm, October 5, 2005
    • 5 replies
    • 2.5k views
    • 
    • Appleby
    • October 9, 2005

39. Has operational guidance raised the SEP contribution limits to 25%?

    By Guest Philip Simpkins, January 17, 2002
    • 5 replies
    • 1.6k views
    • 
    • Erik Read
    • February 12, 2002

40. switch from SH 401(k) to SIMPLE - timing of 401(k) deposits

    By M Norton, October 6, 2009
    • 5 replies
    • 1.4k views
    • 
    • jevd
    • October 8, 2009

41. No section 415(c) limitation for a SIMPLE Plan? Can a sole proprietor

    By Mary Kay Foss, October 26, 2000
    • 5 replies
    • 2.6k views
    • 
    • Gary Lesser
    • December 1, 2000

42. CPA with a SEP and SIMPLE Plan

    By Guest Don J. Smith, July 12, 2000
    • 5 replies
    • 1.6k views
    • 
    • Gary Lesser
    • August 29, 2000

43. Missing 30 day window for contributions

    By bzorc, February 25, 2004
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • February 26, 2004

44. SEP and new 401k plan same year?

    By Guest Boots, August 10, 2011
    • 5 replies
    • 5.1k views
    • 
    • ETA Consulting LLC
    • August 24, 2011

45. SIMPLE IRAs - can employer terminate?

    By Guest KFI, July 8, 1999
    • 5 replies
    • 6.4k views
    • 
    • Guest
    • July 17, 1999

46. EGTRRA amendment for SARSEP

    By Guest Elizabeth Gaskins, April 30, 2002
    • 5 replies
    • 2.3k views
    • 
    • Appleby
    • May 6, 2002

47. Excess contributions to SEP

    By Guest ple-rj, February 25, 2008
    • 5 replies
    • 3.9k views
    • 
    • Gary Lesser
    • November 5, 2008

48. Excluding Controlled Group Members from SEP

    By Guest Frasier Ives, July 21, 1999
    • 5 replies
    • 1.8k views
    • 
    • Gary Lesser
    • August 16, 1999

49. Disallowed Deferrals

    By Beemer, February 14, 2011
    • 5 replies
    • 2k views
    • 
    • Gary Lesser
    • August 23, 2011

50. Simple IRA re-hire/eligibility rules

    By Guest chris4013, December 30, 2003
    • 5 replies
    • 4.9k views
    • 
    • Gary Lesser
    • November 1, 2010