SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SEP that excludes controlled group members?

   By Guest beppie_stark, August 21, 2007
   • 5 replies
   • 7k views
   • 
   • Gary Lesser
   • August 28, 2007

2. 401(k) Rollover to SIMPLE IRA

   By Guest Bob Lees, December 26, 2002
   • 5 replies
   • 11k views
   • 
   • Gary Lesser
   • January 2, 2003

3. young married couple looking to do something with self employed income. SEP?

   By Lori H, April 7, 2005
   • 5 replies
   • 1.4k views
   • 
   • mbozek
   • April 8, 2005

4. Top heavy contribution to SARSEP required if catch-up only

   By Bird, December 15, 2017
   • 5 replies
   • 1.3k views
   • 
   • Bird
   • December 19, 2017

5. SEP Documents

   By Jilliandiz, June 2, 2005
   • 5 replies
   • 2.8k views
   • 
   • mbozek
   • July 20, 2005

6. Rollover from 401(k) to SIMPLE?

   By Guest Thornton, December 11, 2003
   • 5 replies
   • 2.1k views
   • 
   • Gary Lesser
   • August 5, 2004

7. Controlled Group

   By rfahey, March 15, 2011
   • 5 replies
   • 1.2k views
   • 
   • QNPG
   • March 16, 2011

8. SIMPLE IRA rollovers

   By Benefits 101, February 25, 2013
   • 5 replies
   • 1.8k views
   • 
   • Benefits 101
   • February 25, 2013

9. SIMPLE IRA sponsor wants to skip true-up

   By M Norton, February 28, 2019   

   • simple ira
   • true up
   • 5 replies
   • 2.1k views
   • 
   • austin3515
   • March 5, 2019

10. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown, December 31, 2018
    • 5 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 2, 2019

11. Correction of Partnership SEP

    By Locust, June 30, 2005
    • 5 replies
    • 2.5k views
    • 
    • Gary Lesser
    • July 29, 2005

12. Simple IRA to Simple 401(k) Midyear Conversion

    By Guest mfitzgerald, March 31, 2008
    • 5 replies
    • 7.6k views
    • 
    • Bird
    • July 21, 2008

13. Options for terminated SARSEP

    By Guest Brendan McKee, December 6, 2005
    • 5 replies
    • 3.5k views
    • 
    • Appleby
    • December 16, 2005

14. Employer started a Simple IRA in 1999, and has never matched!

    By Guest CDAVIS, January 31, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 1, 2001

15. Integrated SEPs

    By SMB, February 20, 2001
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2001

16. must we use document sponsor for all investments in a Sep?

    By Jim Chad, May 13, 2016
    • 5 replies
    • 1.1k views
    • 
    • jpod
    • May 16, 2016

17. Due Date of Self Employed SIMPLE IRA Ee Contributions

    By austin3515, May 13, 2016
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • May 13, 2016

18. VCP correction for SIMPLE IRA gone bad

    By Flyboyjohn, April 23, 2019
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 26, 2019

19. Is this an egregious error?

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

20. SEP contribution for terminated/lost employee

    By rfahey, April 8, 2010
    • 5 replies
    • 4.5k views
    • 
    • Gary Lesser
    • October 8, 2010

21. Prior year employer contributions to SEP IRA.

    By Guest Randy Ehle, March 17, 2000
    • 5 replies
    • 7.7k views
    • 
    • Gary Lesser
    • May 30, 2002

22. SIMPLE IRA's, controlled group and other plans.

    By Guest Mike Visse, May 17, 2000
    • 5 replies
    • 2k views
    • 
    • Gary Lesser
    • August 29, 2000

23. SEP Performed Service

    By Guest dmays, March 14, 2002
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • March 27, 2002

24. Sarsep Rollover To Qualified Plan

    By Guest SCUDDESLER, December 12, 2002
    • 5 replies
    • 6.1k views
    • 
    • Gary Lesser
    • December 27, 2002

25. Impose Service Requirement on SIMPLE IRA?

    By Stephanie M., November 13, 2024
    • 5 replies
    • 1.1k views
    • 
    • Bruce1
    • November 3

26. MEP's and SEP's

    By Kimberly2024, November 14, 2024
    • 5 replies
    • 1.2k views
    • 
    • Bri
    • November 15, 2024

27. Dumb Q re SEP qualification

    By Guest rickw, April 5, 2004
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • April 7, 2004

28. SEP in addtion to 403(b)

    By dmb, March 15, 2002
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • March 22, 2002

29. SIMPLE IRA - many issues, many years - Fixable?

    By DR245, February 11, 2020
    • 5 replies
    • 1.7k views
    • 
    • Gary Lesser
    • February 18, 2020

30. Simple IRA

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

31. Are Simple 401(k) Plans subject to 410(b)?

    By Guest Joe Vasko, December 21, 2001
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • December 27, 2001

32. Simple, SEP plans and second biz revenue?

    By Guest Amanda F, October 3, 2000
    • 5 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 1, 2000

33. SIMPLE IRA + 401(k) Plan

    By JustMe, July 11, 2019
    • 5 replies
    • 1.4k views
    • 
    • JustMe
    • July 16, 2019

34. SIMPLE match from PREVIOUS employer?

    By Guest Kuryan Thomas, November 13, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2000

35. 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

36. Effective Date for Simple IRA Termination

    By jlea, October 24, 2008
    • 5 replies
    • 2k views
    • 
    • ERISAnut
    • October 29, 2008

37. SIMPLE IRA ELIGIBILITY

    By Guest robmc, January 31, 2013
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

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

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

39. SIMPLE IRAs for self-employeds

    By steve-o, December 15, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2006

40. Participate in PS Plan?

    By Guest MEWilson, September 10, 2003
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • September 15, 2003

41. SIMPLE DFI Wont accept late deposit

    By shERPA, September 10, 2019
    • 5 replies
    • 799 views
    • 
    • M Norton
    • September 11, 2019

42. Controlled Group Status Change - Mid Year

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

43. Can SIMPLE IRA suspend match

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

44. SIMPLE IRA

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

45. SIMPLE IRA Late Salary Reduction Contributions

    By Roger389, February 19, 2020
    • 5 replies
    • 1.4k views
    • 
    • Larry Starr
    • February 20, 2020

46. Controlled Group

    By Guest Jim Brennan, October 29, 1998
    • 5 replies
    • 2.7k views
    • 
    • Gary Lesser
    • November 17, 1998

47. Removal of excess contributions with negative earnings

    By Guest bmurphy, December 27, 2001
    • 4 replies
    • 3.6k views
    • 
    • Gary Lesser
    • January 8, 2002

48. SARSEP and Profit Sharing Plan

    By FJR, January 9, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2003

49. Simple to 401k Invalidation Followup Question

    By Guest Grumbles, December 16, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2008

50. Contract Labor and Employee with Simple plan

    By MaryM, January 30, 2018
    • 4 replies
    • 823 views
    • 
    • Luke Bailey
    • February 1, 2018