SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

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

   By RatherBeGolfing, October 30, 2018
   • 9 replies
   • 3.2k views
   • 
   • Sully
   • November 2, 2018

2. SIMPLE plan & ownership change

   By Guest bmurphy61, January 8, 2008
   • 3 replies
   • 3.2k views
   • 
   • Gary Lesser
   • March 21, 2008

3. SARSEP & SIMPLE IRA

   By Guest jackies, October 13, 2006
   • 3 replies
   • 3.1k views
   • 
   • Appleby
   • October 14, 2006

4. SAR-SEP IRA Rollovers

   By Guest Lori M, October 14, 1998
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • October 14, 1998

5. Unable to fund SEP-IRA for undocumented employee

   By Francis, March 9, 2022
   • 12 replies
   • 3.1k views
   • 
   • Luke Bailey
   • March 11, 2022

6. Changing SARSEP administrator/financial institution.

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

7. Controlled Group Status Change - Mid Year

   By MarZDoates, June 7, 2007
   • 5 replies
   • 3.1k views
   • 
   • Gary Lesser
   • July 20, 2007

8. FICA Withholdings on SAR-SEP Contributions

   By Guest Denise S. Prince, November 21, 2002
   • 4 replies
   • 3.1k views
   • 
   • jpod
   • November 22, 2002

9. Simple IRA

   By Guest SeanF, April 9, 2009
   • 5 replies
   • 3.1k views
   • 
   • Guest
   • April 14, 2009

10. SIMPLE IRA Controlled group

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

11. Setting up a SEP Plan

    By metsfan026, September 25, 2025
    • 3 replies
    • 3.1k views
    • 
    • Bruce1
    • October 1, 2025

12. Affiliated Service Group w/ SEP & 401K

    By ERISA13, January 5, 2012
    • 2 replies
    • 3.1k views
    • 
    • ERISA13
    • January 11, 2012

13. Amending SEP Eligiblity

    By MarZDoates, January 30, 2006
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • February 9, 2006

14. SEP IRA Excess Contributions

    By Guest bill280, November 21, 2014   

    • SEP IRA
    • Tax Problems
    • 9 replies
    • 3.1k views
    • 
    • Bird
    • December 2, 2014

15. Simple IRA to simple 401K - same year

    By Guest pnj789, September 28, 2007
    • 9 replies
    • 3.1k views
    • 
    • Bird
    • October 2, 2007

16. Acquisition of Company with SIMPLE IRA

    By Scott, September 24, 1999
    • 2 replies
    • 3.1k views
    • 
    • Scott
    • September 27, 1999

17. Do amounts contributed as catch up contributions to a SIMPLE IRA affect the ability to make catch up contributions to the plan of another employer such as a 401(k) or 403(b)?

    By Guest David Blask, September 12, 2003
    • 2 replies
    • 3k views
    • 
    • Guest
    • September 17, 2003

18. SEP for person with income from W2 and 1099

    By Guest LLCNewbie, March 21, 2014
    • 1 reply
    • 3k views
    • 
    • masteff
    • March 21, 2014

19. Correcting a SEP with Excess Contributions

    By Guest bpsep, August 12, 2011
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 13, 2011

20. Can existing grandfathered SARSEP Plan be moved to a new custodian?

    By Guest Andy C, November 19, 2001
    • 3 replies
    • 3k views
    • 
    • Appleby
    • November 20, 2001

21. SEP-IRA contribution for 1099 compensation?

    By Guest Rick Kraus, April 3, 2000
    • 1 reply
    • 3k views
    • 
    • Bill Berke
    • April 19, 2000

22. Terminating 401(k); Starting SIMPLE

    By MjInvestments, December 19, 2018
    • 8 replies
    • 3k views
    • 
    • ETA Consulting LLC
    • December 23, 2018

23. ADP test for SARSEP

    By FJR, August 17, 2004
    • 2 replies
    • 3k views
    • 
    • Bird
    • August 18, 2004

24. Please clarify maximums to contribute/defer to SARSEP IRA

    By Guest DCarter, February 19, 1999
    • 7 replies
    • 3k views
    • 
    • Guest
    • February 24, 1999

25. SEP Beneficiaries

    By Guest PGH.ERISA, March 5, 2008
    • 4 replies
    • 3k views
    • 
    • Peter Gulia
    • March 6, 2008

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

    By UM1234, September 26, 2014
    • 8 replies
    • 2.9k views
    • 
    • Belgarath
    • October 9, 2014

27. Definition of Compensation to Determine SEP Contribution

    By MarZDoates, March 20, 2007
    • 1 reply
    • 2.9k views
    • 
    • masteff
    • March 21, 2007

28. SIMPLE Employer contribution limit

    By Guest Taxwoman, June 29, 2001
    • 13 replies
    • 2.9k views
    • 
    • Gary Lesser
    • July 26, 2001

29. Simple plan and profit sharing plan

    By Kattdogg12, September 16, 2025
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • September 18, 2025

30. Converting a C-corp to a S-corp when stock held by an IRA.

    By Guest, February 27, 2001
    • 5 replies
    • 2.9k views
    • 
    • Bill Berke
    • March 9, 2001

31. SEP Prototype Provision

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

32. Employee never got into SIMPLE - consequences

    By rfahey, July 24, 2007
    • 7 replies
    • 2.9k views
    • 
    • Gary Lesser
    • July 27, 2007

33. Are new contributions to a SEP set up by a previous employer allowed?

    By Guest BillP, October 22, 2005
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • October 25, 2005

34. SIMPLe IRA compensation

    By Guest Lil Anderson, January 24, 2007
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • January 25, 2007

35. SEP contribution after S Corp has filed tax return

    By waid10, March 26, 2004
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • April 23, 2004

36. Is this an egregious error?

    By Gary Lesser, July 25, 2007
    • 5 replies
    • 2.9k views
    • 
    • Gary Lesser
    • August 16, 2007

37. Rollover from SEP to 401(a) Plan?

    By jkharvey, October 12, 2000
    • 6 replies
    • 2.9k views
    • 
    • Gary Lesser
    • October 31, 2002

38. exclusive plan rule

    By Tom Poje, December 10, 2007
    • 8 replies
    • 2.9k views
    • 
    • Tom Poje
    • December 11, 2007

39. Midyear conversion from SIMPLE Plan to Defined Benefit

    By Guest gspaniol, July 20, 2000
    • 6 replies
    • 2.9k views
    • 
    • Gary Lesser
    • December 30, 2015

40. Timing of SEP contributions

    By MarZDoates, February 29, 2008
    • 3 replies
    • 2.9k views
    • 
    • Belgarath
    • April 18, 2008

41. Prototype SEP Document & DB Plan

    By Guest haydenks, December 10, 1998
    • 2 replies
    • 2.9k views
    • 
    • Gary Lesser
    • December 19, 1998

42. Leased Employees Coverage

    By Guest dixie, September 25, 1998
    • 3 replies
    • 2.8k views
    • 
    • Gary Lesser
    • September 29, 1998

43. Simple IRA, 401(k) and Leased Employees

    By Guest mbaca, September 25, 2002
    • 8 replies
    • 2.8k views
    • 
    • rcline46
    • September 26, 2002

44. Eligibility for SEP plans - entry date - employed as of certain date

    By Guest dvandaeler, April 16, 2014   

    • Eligibility
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • April 17, 2014

45. Deferrals of Partners and Sole Proprietors

    By Guest Thornton, April 10, 2008
    • 4 replies
    • 2.8k views
    • 
    • Gary Lesser
    • May 9, 2008

46. Setting up a SIMPLE for Domestic Help

    By Guest TaxBill, June 21, 2002
    • 15 replies
    • 2.8k views
    • 
    • Gary Lesser
    • July 2, 2002

47. SIMPLE IRA

    By Guest Laura Millwood, October 22, 1998
    • 5 replies
    • 2.8k views
    • 
    • Gary Lesser
    • October 28, 1998

48. Prior year failure to contribute to SEP-IRA

    By wsp, March 8, 2004
    • 2 replies
    • 2.8k views
    • 
    • Gary Lesser
    • March 15, 2004

49. SIMPLE IRA Plans and the merger exception - can the employees of the S

    By Guest LBBarr, September 13, 2000
    • 1 reply
    • 2.8k views
    • 
    • Gary Lesser
    • September 16, 2000

50. Mid Year Amendments - Simple IRA (different take on an old topic)

    By bluesi2004, July 13, 2016   

    • simple
    • ira
    • (and 3 more)

      Tagged with:

      • simple
      • ira
      • amendment
      • mid-year
      • mid year
    • 4 replies
    • 2.8k views
    • 
    • bluesi2004
    • July 13, 2016