SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

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

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

2. Pre-funding a SEP IRA

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

3. Employee contributions to SEP and 415

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

4. Terminating SIMPLE IRA

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

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

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

6. SAR SEP Compensation Definition

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

7. How to terminate a SEP arrangement?

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

8. Directors Fees

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

9. Terminating SIMPLE IRA or SEP/IRA, followed by new 401(k) Plan

   By Dougsbpc, December 18, 2024
   • 7 replies
   • 2.2k views
   • 
   • 30Rock
   • April 3, 2025

10. Simple IRA + Profit Sharing Plan

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

11. SIMPLE IRA Withdrawls (without Penalty)

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

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

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

13. Late Deferral Deposits SIMPLE 401(k)

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

14. SEP Document - Help or 5305

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

15. 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
    • 
    • Gary Lesser
    • January 16, 2004

16. ppa & seps

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

17. Simple Ira Overcontributions

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

18. sar sepp sponsor changes to s-corp.

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

19. 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

20. SEP Restatements

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

21. 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

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

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

23. $450 compensation

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

24. SIMPLE Compensation and 125 plans

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

25. SIMPLE IRA for Partnership

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

26. SEP contribution for a terminated employee

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

27. 501(c)(3)SIMPLE Plan

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

28. SEP Amendment Mid-Year?

    By Guest Steve Benjamin, May 11, 2009
    • 4 replies
    • 2.2k views
    • 
    • Appleby
    • May 14, 2009

29. SIMPLE IRA

    By Guest Prof, December 21, 2005
    • 4 replies
    • 2.2k views
    • 
    • Gary Lesser
    • December 31, 2005

30. Transfer Sep to DB plan

    By alanm, April 3, 2002
    • 10 replies
    • 2.2k views
    • 
    • Gary Lesser
    • October 1, 2002

31. KETRA

    By Felicia, November 28, 2005
    • 2 replies
    • 2.2k views
    • 
    • Felicia
    • December 1, 2005

32. Employer Discretionary Contribution to a Simple?

    By Guest Paul McDonald, January 27, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 27, 1999

33. SARSEP, 401(k) Combination

    By Guest JROSSITTER, October 27, 2005
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • October 29, 2005

34. SIMPLE IRA Exclusive Benefit Rule

    By R. Butler, June 7, 2005
    • 2 replies
    • 2.2k views
    • 
    • R. Butler
    • June 9, 2005

35. SEP eligibility for a new business

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

36. Reverse ER SEP contribution?

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

37. Prior Year Sep Contributions

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

38. SEP's for S-Corps in 2012

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

39. Switch from SEP to SIMPLE

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

40. Prototype SEP

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

41. one participant sep. max annual addition?

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

42. 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

43. PARTNERSHIP 401(K) COMPENSATION REVISITED

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

44. 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

45. 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

46. UBTI and Canadian Royalty Trusts in qualified retirement plans

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

47. Termination of SIMPLE IRA?

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

48. 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

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. No Longer Eligible for SARSEP

    By Guest JB2, December 21, 1998
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • December 22, 1998