SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. severence pay-can you exclude it?

   By Guest ButchElfers, February 16, 2006
   • 1 reply
   • 2.4k views
   • 
   • saabraa
   • February 17, 2006

2. Timing of Deferral deposits for Self employeds

   By Guest rffahey, August 8, 2003
   • 7 replies
   • 2.4k views
   • 
   • Gary Lesser
   • December 18, 2003

3. U.S. Subsidiary of Foreign Company cannot establish a SIMPLE Plan.

   By traveler, March 10, 2001
   • 2 replies
   • 2.4k views
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   • traveler
   • March 13, 2001

4. Moving SIMPLE IRA funds to another plan (Traditional IRA, Roth IRA, 40

   By Guest Carl C, July 31, 2000
   • 4 replies
   • 2.4k views
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   • Gary Lesser
   • August 29, 2000

5. Converting from a SEP to a Simple IRA

   By metsfan026, February 14, 2024
   • 2 replies
   • 2.4k views
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   • Gary Lesser
   • February 18, 2024

6. SIMPLE IRA--not notified of eleigbility

   By Guest jerseygirl, January 12, 2011
   • 10 replies
   • 2.4k views
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   • Kevin C
   • February 28, 2011

7. Termination of SARSEP plan

   By Alan Simpson, December 18, 1998
   • 1 reply
   • 2.4k views
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   • Gary Lesser
   • December 19, 1998

8. Waiting period to start simple-IRA?

   By Guest mivcevich, January 26, 2005
   • 1 reply
   • 2.4k views
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   • Gary Lesser
   • January 29, 2005

9. Definition of Comp 2% S-Corp Shareholder

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

10. New SAR-SEP Form

    By Guest Jim Brennan, December 9, 1998
    • 2 replies
    • 2.4k views
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    • Gary Lesser
    • December 19, 1998

11. Changing providers mid-year

    By austin3515, July 30, 2025
    • 6 replies
    • 2.4k views
    • 
    • Bruce1
    • September 11, 2025

12. Rehired employee

    By Jeff, July 13, 2017   

    • simple ira plan
    • 4 replies
    • 2.4k views
    • 
    • Gary Lesser
    • February 13, 2022

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

    By Guest jc1457, March 29, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • March 29, 2010

14. SARSEP eligibility

    By Guest pension doc, January 4, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • January 12, 1999

15. SIMPLE IRA Contributions

    By Guest RPSS, June 6, 2001
    • 4 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 26, 2001

16. Direct rollover from pension plan into SIMPLE IRA

    By Guest ERISA_kid, March 5, 2004
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • March 5, 2004

17. SIMPLE IRA Matching Contribution

    By Guest Jodi, October 15, 1998
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • October 15, 1998

18. Profit Sharing to SEP

    By Guest WWPDRC, October 26, 2006
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • November 20, 2006

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

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

20. SEP Short Plan Year

    By Guest CJDwyer, September 4, 2002
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • November 26, 2012

21. EGTRRA amendment for SARSEP

    By Guest Elizabeth Gaskins, April 30, 2002
    • 5 replies
    • 2.3k views
    • 
    • Appleby
    • May 6, 2002

22. Requiring Employees to Establish SEP at xx institution

    By Guest kprhok, August 2, 2007
    • 7 replies
    • 2.3k views
    • 
    • Appleby
    • August 2, 2007

23. Is SEP a successor plan?

    By Guest mchristina, June 8, 2005
    • 3 replies
    • 2.3k views
    • 
    • Gary Lesser
    • June 9, 2005

24. SARSEP contribution limits

    By Guest bkp, December 3, 2003
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 6, 2003

25. Timing of terminating 401(k), setting up SIMPLE IRA plan

    By Beltane, December 6, 2017
    • 1 reply
    • 2.3k views
    • 
    • Bird
    • December 7, 2017

26. GUST

    By Guest krijowri, October 17, 2007
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • October 18, 2007

27. SEP - 2 Partners - K1 Income - Contribution

    By K-t-F, March 29, 2012
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • March 30, 2012

28. EPCRS correction of SIMPLE plans

    By Guest HRlawguy, March 28, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • April 5, 2002

29. SIMPLE Deposit Requirements

    By Guest Roger K., July 8, 2008
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • July 10, 2008

30. Reviving an old SEP

    By steve-o, April 7, 2007
    • 3 replies
    • 2.3k views
    • 
    • steve-o
    • April 16, 2007

31. Setting up a SEP for church employees

    By MBCarey, April 3, 2009
    • 4 replies
    • 2.3k views
    • 
    • MBCarey
    • April 7, 2009

32. ACAs & EACAs In SIMPLEs & SARSEPS

    By jevd, February 27, 2009
    • 10 replies
    • 2.3k views
    • 
    • Gary Lesser
    • March 4, 2009

33. Rental Income

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

34. Amending SEP or SIMPLE Plans

    By rfahey, February 23, 2007
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • March 3, 2007

35. Participating in 2 SEPS

    By Guest Pat Metallic, December 22, 2005
    • 7 replies
    • 2.3k views
    • 
    • Gary Lesser
    • December 23, 2005

36. What is compensation for purposes of SEP using Form 5305A-SEP

    By Gudgergirl, February 21, 2014
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • April 7, 2014

37. Does ERISA apply to SEP-IRAs ?

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

38. Can a small business owner offer both a SIMPLE IRA and a SEP IRA?

    By Gudgergirl, August 6, 2014
    • 3 replies
    • 2.3k views
    • 
    • sbutler
    • August 29, 2014

39. SEP Contributions

    By Guest jetfaninmn, May 1, 2007
    • 3 replies
    • 2.3k views
    • 
    • Belgarath
    • May 2, 2007

40. SEP and MPPP

    By lexi, September 17, 2007
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • September 18, 2007

41. Simple IRA for W-2 employees and 1099s

    By Jeannine, January 13, 2023
    • 3 replies
    • 2.3k views
    • 
    • Bri
    • January 16, 2023

42. SIMPLE IRA sponsor wants to skip true-up

    By M Norton, February 28, 2019   

    • simple ira
    • true up
    • 5 replies
    • 2.3k views
    • 
    • austin3515
    • March 5, 2019

43. Who is included in a SEP?

    By Guest Pat Metallic, June 30, 2005
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • September 8, 2005

44. Simple IRA - For previous year

    By Guest archimedes_pie, January 7, 2006
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • January 9, 2006

45. Both SIMPLE & qual plan as a result of company merger

    By Santo Gold, June 21, 2005
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • July 19, 2005

46. Adoption of Cross-Tested Plan after SIMPLE is Frozen

    By Guest EMM118, September 25, 2006
    • 4 replies
    • 2.3k views
    • 
    • Gary Lesser
    • October 10, 2006

47. QNEC for SARSEP ADP correction

    By Guest ladycpa2, September 18, 2007
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 18, 2007

48. Are IRAs ERISA plans?

    By Felicia, March 29, 2001
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • April 5, 2001

49. IRS Form 5305-SEP

    By Felicia, March 24, 2010
    • 1 reply
    • 2.3k views
    • 
    • Borsley
    • April 6, 2010

50. SIMPLE Plan is terminated and new plan is started

    By k man, July 17, 2002
    • 12 replies
    • 2.2k views
    • 
    • R. Butler
    • July 24, 2002