SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SAR SEP Compensation Definition

   By rfahey, September 29, 2009
   • 3 replies
   • 2.2k views
   • 
   • PensionPro
   • October 1, 2009

2. SIMPLE IRA Withdrawls (without Penalty)

   By Guest RobertG, October 22, 2006
   • 3 replies
   • 2.2k views
   • 
   • Gary Lesser
   • November 20, 2006

3. Simple IRA + Profit Sharing Plan

   By richard, August 24, 1999
   • 3 replies
   • 2.2k views
   • 
   • Gary Lesser
   • September 6, 1999

4. What period does the 3% employer matching contribution cover?

   By Guest, July 3, 2000
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • September 19, 2000

5. Employee contributions to SEP and 415

   By AKconsult, July 16, 2008
   • 2 replies
   • 2.2k views
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   • Gary Lesser
   • July 21, 2008

6. ppa & seps

   By Beemer, April 25, 2007
   • 3 replies
   • 2.2k views
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   • Beemer
   • June 18, 2007

7. Simple Ira Overcontributions

   By Felicia, December 12, 2001
   • 1 reply
   • 2.2k views
   • 
   • Gary Lesser
   • December 18, 2001

8. SEP Document - Help or 5305

   By HarleyBabe, August 10, 2012
   • 2 replies
   • 2.2k views
   • 
   • HarleyBabe
   • August 10, 2012

9. Late Deferral Deposits SIMPLE 401(k)

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

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

    By Jeannine, January 13, 2023
    • 3 replies
    • 2.2k views
    • 
    • Bri
    • January 16, 2023

11. When is contribution deemed made - date on check or date sent to fina inst?

    By Guest amfam2, January 12, 2004
    • 3 replies
    • 2.2k views
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    • Gary Lesser
    • January 16, 2004

12. sar sepp sponsor changes to s-corp.

    By Guest De Nollid, January 26, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 13, 2002

13. SIMPLE IRA, company dissolved, new company 401k?

    By pmacduff, June 29, 2015
    • 14 replies
    • 2.2k views
    • 
    • austin3515
    • June 30, 2015

14. $450 compensation

    By Felicia, August 7, 2006
    • 6 replies
    • 2.2k views
    • 
    • Gary Lesser
    • August 13, 2006

15. Is IRS aware that EGTRRA never amended IRC 402(h)(2) for SEPs ?

    By Moe Howard, November 21, 2001
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • November 22, 2001

16. SEP contribution for a terminated employee

    By Guest Jensen, April 6, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 7, 2006

17. SEP Restatements

    By card, September 23, 1998
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • September 29, 1998

18. SIMPLE IRA for Partnership

    By MarZDoates, March 12, 2002
    • 3 replies
    • 2.2k views
    • 
    • MarZDoates
    • March 12, 2002

19. 501(c)(3)SIMPLE Plan

    By Guest, June 28, 2000
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • August 29, 2000

20. SIMPLE Compensation and 125 plans

    By Guest DianeC, September 15, 2000
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • September 16, 2000

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

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

22. Employer can't have a MPPP and a SEP ??

    By Moe Howard, August 8, 2003
    • 9 replies
    • 2.2k views
    • 
    • Gary Lesser
    • August 13, 2003

23. Transfer Sep to DB plan

    By alanm, April 3, 2002
    • 10 replies
    • 2.1k views
    • 
    • Gary Lesser
    • October 1, 2002

24. SIMPLE IRA

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

25. 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

26. SEP Amendment Mid-Year?

    By Guest Steve Benjamin, May 11, 2009
    • 4 replies
    • 2.1k views
    • 
    • Appleby
    • May 14, 2009

27. Employer Discretionary Contribution to a Simple?

    By Guest Paul McDonald, January 27, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 27, 1999

28. SIMPLE IRA Exclusive Benefit Rule

    By R. Butler, June 7, 2005
    • 2 replies
    • 2.1k views
    • 
    • R. Butler
    • June 9, 2005

29. KETRA

    By Felicia, November 28, 2005
    • 2 replies
    • 2.1k views
    • 
    • Felicia
    • December 1, 2005

30. SARSEP, 401(k) Combination

    By Guest JROSSITTER, October 27, 2005
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • October 29, 2005

31. Can I contribute to both a Simple and Roth IRA plan?

    By Guest Strath, February 20, 2001
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • February 24, 2001

32. Prior Year Sep Contributions

    By Guest dmrrtr, August 30, 2001
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • September 4, 2001

33. SEP eligibility for a new business

    By Guest Michael Spaid, May 27, 1999
    • 1 reply
    • 2.1k views
    • 
    • Kathy
    • May 27, 1999

34. Reverse ER SEP contribution?

    By Guest Carolyn Barnard, June 3, 2008
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • July 7, 2008

35. Converting from a SEP to a Simple IRA

    By metsfan026, February 14, 2024
    • 2 replies
    • 2.1k views
    • 
    • Gary Lesser
    • February 18, 2024

36. SEP's for S-Corps in 2012

    By mgcpension, July 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • masteff
    • July 15, 2011

37. Prototype SEP

    By SMB, November 25, 2008
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • December 1, 2008

38. What to do in SARSEP when EE deferred the max and ER wants to contribu

    By Lynn Campbell, April 12, 1999
    • 2 replies
    • 2.1k views
    • 
    • Gary Lesser
    • April 14, 1999

39. Switch from SEP to SIMPLE

    By Guest Peggy806, December 10, 2009
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 10, 2009

40. Converting a SIMPLE to a Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • January 11, 2002

41. Sole proprietor incorporating mid-year and assumption of a SIMPLE plan

    By KJohnson, March 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • KJohnson
    • March 26, 2001

42. one participant sep. max annual addition?

    By Lori H, May 23, 2006
    • 4 replies
    • 2.1k views
    • 
    • Gary Lesser
    • June 1, 2006

43. PARTNERSHIP 401(K) COMPENSATION REVISITED

    By Guest D_NITSCHE, March 2, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 3, 1999

44. Termination of SIMPLE IRA?

    By Guest bjg, February 3, 1999
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • February 15, 1999

45. UBTI and Canadian Royalty Trusts in qualified retirement plans

    By Guest Jarrett, November 29, 2004
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • November 30, 2004

46. SARSEP to terminate,50% for yr not met, SH 401k to replace SARSEP

    By Beltane, June 22, 2005
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • July 9, 2005

47. small business owner needing help with 410K and SIMPLE

    By Guest babysilvertooth, May 16, 2012
    • 4 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • May 16, 2012

48. Can this individual adopt a SIMPLE plan?

    By Guest Fishchick, July 20, 2004
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • July 20, 2004

49. S/E contribution calcs for SIMPLE vs DC plans

    By Dawn Hafner, March 24, 1999
    • 6 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • April 15, 1999

50. Rollover from 401(k) to SIMPLE?

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