SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Can owner of business also have a SEP for 1099 income?

   By AKconsult, September 6, 2012
   • 3 replies
   • 1.7k views
   • 
   • shERPA
   • September 7, 2012

2. 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

3. Can SEP funds be rolled into Profit Sharing Plan?

   By Lynn Campbell, September 30, 1999
   • 1 reply
   • 1.5k views
   • 
   • Kathy
   • September 30, 1999

4. Can SIMPLE IRA assets be rolled over to a 401K Plan?

   By Guest ddo2, February 25, 2003
   • 1 reply
   • 1.5k views
   • 
   • Appleby
   • February 25, 2003

5. Can SIMPLE IRA suspend match

   By Joe Rak, April 1, 2020
   • 5 replies
   • 2.3k views
   • 
   • Luke Bailey
   • April 17, 2020

6. Can SIMPLE IRAs be setup in an Omnibus environment

   By Guest dmmst3, June 9, 2014   

   • simple ira omnibus
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • June 9, 2014

7. CAN THEY MAKE A SEP CONTRIBUTION??

   By dmb, December 15, 2000
   • 1 reply
   • 1.5k views
   • 
   • Bill Berke
   • December 18, 2000

8. Can this individual adopt a SIMPLE plan?

   By Guest Fishchick, July 20, 2004
   • 3 replies
   • 2.1k views
   • 
   • Gary Lesser
   • July 20, 2004

9. Can we charge ee for work to find lost Participant, to Participant

   By Jim Chad, June 27, 2011
   • 1 reply
   • 1k views
   • 
   • Bird
   • June 28, 2011

10. Can we establish a SEP for 2003 now?

    By Guest Boilerburm, April 27, 2004
    • 2 replies
    • 998 views
    • 
    • Guest
    • April 28, 2004

11. Can we setup a SEP

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

12. Can you include SOME of your collective bargained employees in your SIMPLE plan?

    By Guest retpro, March 29, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • March 30, 2005

13. Can you roll annual SEP contributions into 401(k) each year?

    By UM1234, September 26, 2014
    • 8 replies
    • 2.6k views
    • 
    • Belgarath
    • October 9, 2014

14. Canadian Company Set Up SEP

    By Guest Monika Zimmer, April 19, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 19, 2004

15. Cancel a SEP

    By Fisher, August 29, 2008
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 31, 2008

16. Catch up for SIMPLE

    By Mary Kay Foss, November 25, 2003
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • November 25, 2003

17. Catch-up in two SIMPLE IRAs

    By Guest kdm, May 3, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2002

18. Catch-up with SEP & 401k

    By DP, April 12, 2005
    • 30 replies
    • 7.2k views
    • 
    • Belgarath
    • February 8, 2007

19. change in corporate structure and SEPs

    By eilano, January 8, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • January 9, 2004

20. change in sep plan sponsor

    By Beemer, May 1, 2006
    • 2 replies
    • 1.6k views
    • 
    • Beemer
    • May 1, 2006

21. Changing a simple401k to just a 401(k)

    By Guest BHicks, June 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • July 5, 2003

22. changing from a 401(k) to a SIMPLE

    By FJR, September 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • September 17, 2002

23. changing integration level

    By LIBERTYKID, April 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • April 5, 2002

24. Changing providers mid-year

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

25. Changing SARSEP administrator/financial institution.

    By Guest Scott L Brown, July 7, 1999
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • July 9, 1999

26. Changing SEP eligibility requirement

    By Guest rr2000, December 15, 2009
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 15, 2009

27. Changing SIMPLE IRA from 5304 SIMPLE to 5305 SIMPLE

    By M Norton, September 7, 2023   

    • simple plan restatement
    • simple plan change
    • 0 replies
    • 1.1k views
    • 
    • M Norton
    • September 7, 2023

28. Client has SEP wants 401(k)

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

29. Client maintains both SIMPLE IRA and ESOP

    By nancy, January 9, 2001
    • 1 reply
    • 2.7k views
    • 
    • Bill Berke
    • January 9, 2001

30. Client wants to make a catch-up contribution to his SEP

    By Guest jc1457, March 29, 2010
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 29, 2010

31. Client with SIMPLE IRA wants to start a 401(k) Plan

    By RatherBeGolfing, October 30, 2018
    • 9 replies
    • 3k views
    • 
    • Sully
    • November 2, 2018

32. Co A Contributes to Co Bs SIMPLE-IRA

    By goldtpa, February 16, 2011
    • 2 replies
    • 1.2k views
    • 
    • goldtpa
    • April 22, 2011

33. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • May 21, 2008

34. COLA Chart for Smaller Business Owners

    By Gary Lesser, February 23
    • 2 replies
    • 1.1k views
    • 
    • JRN
    • February 24

35. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 23, 2008

36. Combination 10% Money Purchase Contribution and SEP contribution

    By Guest Liz Schulte, February 2, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • February 15, 1999

37. Combining SEP-IRA with Qualified Plan

    By Guest Tamra, June 14, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • July 21, 1999

38. Comp paid in an LLC

    By bzorc, March 25, 2009
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • March 25, 2009

39. Comp Reduced by 125

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

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

    By M Norton, February 11, 2019   

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

41. 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

42. Company Sponsored SIMPLE IRA PLans

    By mlp0816, September 19, 2019   

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

43. Company w/ Simple IRA acquires Company w/ 401k plan

    By epsharon, August 25, 2017
    • 5 replies
    • 2.2k views
    • 
    • Larry Starr
    • August 30, 2017

44. Company with SARSEP purchasing Company with 401(k)

    By Guest philc, July 16, 2004
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 22, 2004

45. Company with SIMPLE IRA bought by Company with 401k

    By coleboy, May 16, 2018
    • 7 replies
    • 4.5k views
    • 
    • coleboy
    • May 24, 2018

46. Compenastion limit on Simple Plan

    By mjf06241972, November 10, 2020
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • November 12, 2020

47. Compensation

    By Tom Poje, December 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • December 13, 2010

48. Compensation Caculation Period in a Simple IRA Compensation Cacualtion

    By Hoard1, May 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Hoard1
    • May 25, 1999

49. Compensation cap

    By Moe Howard, January 25, 2007
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 25, 2007

50. Compensation definition in SIMPLE

    By rfahey, April 4, 2012
    • 2 replies
    • 1.3k views
    • 
    • PensionPro
    • April 4, 2012