SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Correction of SIMPLE IRA ee deferral

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

2. Counting 100 employees for a SIMPlE plan

   By Tom, April 29
   • 1 reply
   • 886 views
   • 
   • Peter Gulia
   • April 29

3. 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

4. Creditor Protection: SEP-IRA vs. Profit Sharing Plan???

   By chris, September 12, 2000
   • 2 replies
   • 3.2k views
   • 
   • Gary Lesser
   • September 13, 2000

5. Cross Testing a SEP and 401k Plan together?

   By AnnM, February 16, 2021   

   • sep
   • cross test
   • (and 3 more)

     Tagged with:

     • sep
     • cross test
     • abpt
     • abt
     • gateway minimum
   • 2 replies
   • 960 views
   • 
   • AnnM
   • February 18, 2021

6. Customized SEP Docs; multiple plans

   By Guest RSNOW, December 3, 2003
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 3, 2003

7. Davis Bacon fringe as ER contribution

   By Guest Green92, September 18, 2009
   • 2 replies
   • 1.9k views
   • 
   • Gary Lesser
   • December 10, 2009

8. DB Plan & SEP

   By R. Butler, July 18, 2002
   • 1 reply
   • 1.8k views
   • 
   • actuarysmith
   • July 19, 2002

9. DB plan terminated

   By Guest diane3, October 26, 2004
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • October 26, 2004

10. Deadline for Salary Deferral Contributions

    By Appleby, May 17, 2006
    • 9 replies
    • 5.7k views
    • 
    • Gary Lesser
    • June 1, 2006

11. Deadline for SIMPLE deferrals for self employed or partners

    By Guest rffahey, December 10, 2003
    • 1 reply
    • 1k views
    • 
    • KJohnson
    • December 11, 2003

12. Deadline for SIMPLE IRA ER contribution

    By Guest Carl C, July 31, 2000
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 29, 2000

13. Deducted Simple Contributions from Employee but never signed employee up for plan nor ever gave any notice of participation

    By Meem, August 10, 2018   

    • simple plan
    • erisa no match or plan set up
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • August 13, 2018

14. Deducting FICA before making SIMPLE IRA contribution for self-employed

    By Guest WFMinter, December 13, 1999
    • 3 replies
    • 2.7k views
    • 
    • Gary Lesser
    • August 29, 2000

15. Deduction limits for Self employed who sponsors a 401(k) Plan?

    By Guest Joe Vasko, December 11, 2001
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 11, 2002

16. Deferral of one-time bonus into SIMPLE

    By Guest bmurphy, July 13, 2005
    • 4 replies
    • 4.6k views
    • 
    • Gary Lesser
    • August 10, 2005

17. deferrals made without plan in place

    By Guest gjertsen, April 2, 2009
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • April 3, 2009

18. Deferrals of Partners and Sole Proprietors

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

19. Defined Benefit and SEP IRA

    By Guest AbbyP, October 26, 2009
    • 4 replies
    • 17.8k views
    • 
    • mwyatt
    • October 27, 2009

20. Defined benefit plan with SEP

    By Guest draper, October 28, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 29, 2003

21. Definition of "Compensation" for calculations in a SAR SEP Plan

    By Guest rffahey, September 23, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 12, 2004

22. Definition of "Earned Income"

    By Gary Lesser, September 29, 2010
    • 0 replies
    • 1.4k views
    • 
    • Gary Lesser
    • September 29, 2010

23. Definition of Comp 2% S-Corp Shareholder

    By MarZDoates, January 10, 2007
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 11, 2007

24. Definition of Compensation for match

    By bdeancpa, January 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 7, 2002

25. Definition of Compensation to Determine SEP Contribution

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

26. Definition of owner's total "compensation" for an S-corp SIMPLE-IRA

    By Guest Steve Hample, August 25, 2005
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • August 29, 2005

27. Definition of service for SEP

    By Guest Karis Schwent, April 14, 2012
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 10, 2012

28. Deposits to wrong SEP

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

29. Different eligibility for current vs future SEP participants?

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

30. Differential Pay

    By Felicia, August 22, 2011
    • 2 replies
    • 2.1k views
    • 
    • Felicia
    • August 24, 2011

31. Direct rollover from pension plan into SIMPLE IRA

    By Guest ERISA_kid, March 5, 2004
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • March 5, 2004

32. Direct rollover or direct transfer?

    By Guest Carl C, September 22, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • October 4, 2000

33. Directors Fees

    By Guest cfpinyo, December 8, 2010
    • 3 replies
    • 2.2k views
    • 
    • K2retire
    • December 9, 2010

34. Disallowed Deferrals

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

35. Disaster Relief SEP deadline

    By WhoLetTheDogsOut, November 9, 2017
    • 1 reply
    • 654 views
    • 
    • Mike Preston
    • November 12, 2017

36. Discontinuing SIMPLE IRA

    By austin3515, September 20, 2011
    • 6 replies
    • 3.3k views
    • 
    • shERPA
    • December 14, 2011

37. Disqualification of SARSEP

    By LIBERTYKID, April 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 22, 2010

38. Disqualify a SIMPLE Plan with $200 of Employer match in this year

    By Jim Chad, July 26, 2013
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 23, 2013

39. Dissolving sponsor

    By k man, August 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • August 26, 2003

40. Distribution from SEP IRA

    By Guest agordon, December 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • December 21, 2004

41. Distributions for Terminated Participants of SIMPLE plans

    By Guest Peck, January 7, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 20, 1999

42. Distributions/Rollover

    By Ervin Barham, August 10, 1999
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 16, 1999

43. Distributions/rollovers from SIMPLE 401(k) Plans

    By Guest KFI, June 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • July 10, 1999

44. 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

45. 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

46. Do SEP contributions count towards PS 15% limit

    By Alan Simpson, August 24, 1999
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • September 3, 1999

47. Do SEPS have the same level of protection from creditors as does let's say a 401(k)?

    By Guest sugar daddy, September 7, 2011
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 10, 2011

48. Does anyone provide an SEP prototype document that allows for age weighted contributions?

    By Guest thomas24ct, November 8, 2010
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • November 8, 2010

49. Does DOL have jurisdiction over SIMPLE IRAs?

    By Flyboyjohn, November 21, 2014
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • November 21, 2014

50. Does ERISA apply to SEP-IRAs ?

    By Guest Moe Howard2, June 21, 2004
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • June 23, 2004