SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Election Period

   By Doogan, February 21, 2020
   • 4 replies
   • 893 views
   • 
   • Doogan
   • February 24, 2020

2. SIMPLE IRA Distribution ?

   By Guest EAS, April 26, 2005
   • 4 replies
   • 1.6k views
   • 
   • Gary Lesser
   • May 5, 2005

3. Rental Income

   By jane123, March 24, 2004
   • 4 replies
   • 2.3k views
   • 
   • Gary Lesser
   • March 27, 2004

4. Simple IRA Late Employee Contribution

   By Kally, February 1, 2018
   • 4 replies
   • 3.4k views
   • 
   • spiritrider
   • February 5, 2018

5. SIMPLE IRA deferrals - are they employee assets or employer's?

   By Guest amfam2, February 10, 2003
   • 4 replies
   • 1.3k views
   • 
   • Gary Lesser
   • March 4, 2003

6. Requiring Participation in SIMPLE IRA

   By holdco, December 29, 2011
   • 4 replies
   • 6.4k views
   • 
   • masteff
   • December 30, 2011

7. SEP contributions

   By Guest terric, February 1, 2005
   • 4 replies
   • 1.7k views
   • 
   • Appleby
   • February 11, 2005

8. SIMPLE IRA

   By Guest Prof, December 21, 2005
   • 4 replies
   • 2.1k views
   • 
   • Gary Lesser
   • December 31, 2005

9. Who's doing individual SIMPLE IRA accounts?

   By Guest Mac Lewis, April 20, 1999
   • 4 replies
   • 2k views
   • 
   • Guest
   • May 12, 1999

10. Termination of 401(k) to establish SIMPLE IRA

    By MarZDoates, October 13, 2004
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • October 14, 2004

11. Mistaken Salary Deferrals to a SEP

    By Christine Roberts, December 11, 2000
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • January 3, 2001

12. Late Deferral Deposits SIMPLE 401(k)

    By Guest KateSmithVA, September 11, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 11, 2008

13. Investments allowed by SEP

    By Guest Sarah, April 21, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 22, 1999

14. Do affiliated service groups rules of 414(m) apply to a corporate dire

    By preErisa, November 20, 2000
    • 4 replies
    • 2.7k views
    • 
    • Gary Lesser
    • May 17, 2005

15. Rehired employee

    By Jeff, July 13, 2017   

    • simple ira plan
    • 4 replies
    • 2.3k views
    • 
    • Gary Lesser
    • February 13, 2022

16. Changing SARSEP administrator/financial institution.

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

17. SIMPLE-IRA Plan Terminating Mid-Year - Is Notice Required

    By AJC, August 22, 2021
    • 4 replies
    • 2k views
    • 
    • AJC
    • September 3, 2021

18. SIMPLE is replaced by a Qualified Plan

    By Earl, March 11, 2004
    • 4 replies
    • 1.5k views
    • 
    • Earl
    • April 1, 2004

19. One Year of Service

    By Dazednconfused, January 11, 2011
    • 4 replies
    • 1.1k views
    • 
    • Dazednconfused
    • January 14, 2011

20. Combining SEP-IRA with Qualified Plan

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

21. Can a sole propritor with 2 separate schedule C businesses have a SEP

    By Guest Chris Compton, October 10, 2002
    • 4 replies
    • 9.2k views
    • 
    • Gary Lesser
    • October 10, 2002

22. SIMPLE IRAs - eligible employees

    By Guest JPCMPLS, April 8, 2002
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • April 26, 2002

23. multiple SIMPLE vendors?

    By AlbanyConsultant, August 5, 2019
    • 4 replies
    • 1k views
    • 
    • AlbanyConsultant
    • August 6, 2019

24. EE limit if in 2 SIMPLE's

    By Sully, August 20, 2007
    • 4 replies
    • 2.4k views
    • 
    • Belgarath
    • August 21, 2007

25. Funding SIMPLE receivable after rollovers to 401(k)

    By Young Curmudgeon, July 15, 2014
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • July 17, 2014

26. In what tax year must attorney begin contributions for employee?

    By Guest fmcurley, October 27, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 30, 2000

27. SIMPLE IRA & DB Plan

    By Guest danmar, September 10, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 13, 1999

28. SEP and 401(k) Profit Sharing

    By ombskid, May 10, 2013
    • 4 replies
    • 2k views
    • 
    • ombskid
    • June 19, 2013

29. SIMPLE 401(k) Plan Contributions for Self-Employed

    By Guest Emiliano, September 27, 2000
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • October 3, 2000

30. RETIREMENT PLAN ILLUSTRATION CALCULATOR

    By Gary Lesser, September 18, 2007
    • 4 replies
    • 4.3k views
    • 
    • Gary Lesser
    • November 26, 2008

31. Correcting a SEP with Excess Contributions

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

32. What is the proper distribution code to use on Form 1099R for an early

    By Guest Kathleen Fouquet, January 26, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 12, 2001

33. Correction of SIMPLE IRA ee deferral

    By Guest amfam2, August 7, 2003
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 18, 2004

34. Simple and DC Plan

    By Jeff Kirtner, October 2, 1999
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 15, 1999

35. S-Corp K-1 Income no W-2 wages

    By Guest jpetrancosta, July 1, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • July 1, 2002

36. SIMPLE IRA for sole proprietor

    By Guest TrustMe401k, October 28, 1999
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 1999

37. Grandfathered SARSEP Through Acquisition

    By Christine Roberts, July 14, 2000
    • 4 replies
    • 2.6k views
    • 
    • Gary Lesser
    • December 1, 2000

38. Allowable Start Date for SIMPLE IRA Plan

    By Guest SPollock, November 4, 1999
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • November 24, 1999

39. Employer terminates SIMPLE plan without giving employees notice

    By Guest Nimrey, February 25, 2014   

    • SIMPLE
    • Termination
    • (and 2 more)

      Tagged with:

      • SIMPLE
      • Termination
      • notice
      • 60 days
    • 4 replies
    • 1.8k views
    • 
    • GMK
    • February 25, 2014

40. SIMPLE IRA Contributions

    By Guest RPSS, June 6, 2001
    • 4 replies
    • 2.3k views
    • 
    • Gary Lesser
    • July 26, 2001

41. SEP - Union EE's (Collectively Bargained) only

    By PainPA, July 26, 2009
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • July 30, 2009

42. Excess deferral to SIMPLE IRA - change W-2?

    By Guest J Samuelson, January 6, 2000
    • 4 replies
    • 3.5k views
    • 
    • Gary Lesser
    • December 30, 2015

43. SIMPLE IRA Plan for 2002, adopted in late December?

    By Guest tracyzimmer, December 30, 2002
    • 4 replies
    • 1.8k views
    • 
    • Gary Lesser
    • January 2, 2003

44. Employee will not fill out IRA application

    By austin3515, December 24, 2014
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • December 26, 2014

45. SIMPLE IRA - setup mistake

    By Guest Emiman, July 23, 2004
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 29, 2004

46. Nonuniform allocation rates in SEP

    By cathyw, January 9
    • 4 replies
    • 1.1k views
    • 
    • cathyw
    • January 11

47. Is compensation based only on the calendar year in the case of a fiscal year SEP Plan?

    By katieinny, December 11, 2003
    • 4 replies
    • 1.8k views
    • 
    • Gary Lesser
    • December 18, 2003

48. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

    By CharlesLeggette, July 12, 2016
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • July 13, 2016

49. Single K - for S Corp - Dividend income VS salary

    By Guest anne3583, February 12, 2004
    • 4 replies
    • 1.3k views
    • 
    • Gary Lesser
    • February 17, 2004

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