SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Timing of Deferral deposits for Self employeds

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

2. SIMPLE established by ineligible employer

   By Belgarath, March 1, 2005
   • 14 replies
   • 2.4k views
   • 
   • Gary Lesser
   • March 8, 2005

3. New SAR-SEP Form

   By Guest Jim Brennan, December 9, 1998
   • 2 replies
   • 2.3k views
   • 
   • Gary Lesser
   • December 19, 1998

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

   By Guest jc1457, March 29, 2010
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • March 29, 2010

5. SIMPLE IRA Contributions

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

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

   By Guest Carl C, July 31, 2000
   • 4 replies
   • 2.3k views
   • 
   • Gary Lesser
   • August 29, 2000

7. Termination of SARSEP plan

   By Alan Simpson, December 18, 1998
   • 1 reply
   • 2.3k views
   • 
   • Gary Lesser
   • December 19, 1998

8. SARSEP eligibility

   By Guest pension doc, January 4, 1999
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • January 12, 1999

9. Profit Sharing to SEP

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

10. 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

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

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

12. Waiting period to start simple-IRA?

    By Guest mivcevich, January 26, 2005
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • January 29, 2005

13. SEP Short Plan Year

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

14. EGTRRA amendment for SARSEP

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

15. Can SIMPLE IRA suspend match

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

16. SIMPLE IRA Matching Contribution

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

17. Requiring Employees to Establish SEP at xx institution

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

18. SARSEP contribution limits

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

19. Is SEP a successor plan?

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

20. GUST

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

21. SIMPLE Deposit Requirements

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

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

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

23. Reviving an old SEP

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

24. Rental Income

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

25. EPCRS correction of SIMPLE plans

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

26. ACAs & EACAs In SIMPLEs & SARSEPS

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

27. Amending SEP or SIMPLE Plans

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

28. Changing providers mid-year

    By austin3515, July 30
    • 6 replies
    • 2.3k views
    • 
    • Bruce1
    • September 11

29. SEP - 2 Partners - K1 Income - Contribution

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

30. 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

31. Participating in 2 SEPS

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

32. Rehired employee

    By Jeff, July 13, 2017   

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

33. SEP Contributions

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

34. Does ERISA apply to SEP-IRAs ?

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

35. SEP and MPPP

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

36. Are IRAs ERISA plans?

    By Felicia, March 29, 2001
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • April 5, 2001

37. QNEC for SARSEP ADP correction

    By Guest ladycpa2, September 18, 2007
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 18, 2007

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

    By Guest EMM118, September 25, 2006
    • 4 replies
    • 2.2k views
    • 
    • Gary Lesser
    • October 10, 2006

39. Setting up a SEP for church employees

    By MBCarey, April 3, 2009
    • 4 replies
    • 2.2k views
    • 
    • MBCarey
    • April 7, 2009

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

    By Santo Gold, June 21, 2005
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • July 19, 2005

41. Simple IRA - For previous year

    By Guest archimedes_pie, January 7, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • January 9, 2006

42. IRS Form 5305-SEP

    By Felicia, March 24, 2010
    • 1 reply
    • 2.2k views
    • 
    • Borsley
    • April 6, 2010

43. Amend SIMPLE (k) to traditional (k)

    By MSN, August 7, 2007
    • 3 replies
    • 2.2k views
    • 
    • Kimberly S
    • January 11, 2008

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

    By Gudgergirl, August 6, 2014
    • 3 replies
    • 2.2k views
    • 
    • sbutler
    • August 29, 2014

45. Terminating SIMPLE IRA

    By Guest WD2, August 21, 2008
    • 1 reply
    • 2.2k views
    • 
    • ERISAnut
    • August 22, 2008

46. How to terminate a SEP arrangement?

    By Belgarath, October 1, 2003
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • October 1, 2003

47. Directors Fees

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

48. 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

49. Pre-funding a SEP IRA

    By Guest gregens, December 22, 2003
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 12, 2004

50. Who is included in a SEP?

    By Guest Pat Metallic, June 30, 2005
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • September 8, 2005