SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Failure to deposit employee deferrals - Employees no longer employed

   By MarZDoates, July 30, 2008
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • August 2, 2008

2. Failure to deposit Simple IRA contributions

   By jukeboy56, June 24, 2008
   • 1 reply
   • 2k views
   • 
   • QDROphile
   • June 25, 2008

3. Failure to make matching contribution

   By k man, August 8, 2002
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • August 11, 2002

4. failure to remit SIMPLE IRA deferrals

   By Guest mjn, January 25, 2005
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • January 26, 2005

5. Family Aggregate Elimination?

   By Guest MALFONI, May 21, 1999
   • 1 reply
   • 1.5k views
   • 
   • Kathy
   • May 21, 1999

6. FICA Withholdings on SAR-SEP Contributions

   By Guest Denise S. Prince, November 21, 2002
   • 4 replies
   • 3.1k views
   • 
   • jpod
   • November 22, 2002

7. Fidelity Bond required?

   By Guest m.n.ouellette, July 16, 2008
   • 11 replies
   • 13.2k views
   • 
   • Gary Lesser
   • July 21, 2008

8. Fiscal Year partnership and Simple IRA

   By PTR2234, July 7, 2008
   • 2 replies
   • 3.4k views
   • 
   • PTR2234
   • August 5, 2008

9. fixing missed contribution

   By wsp, December 5, 2003
   • 3 replies
   • 3.3k views
   • 
   • Gary Lesser
   • December 6, 2003

10. Foreign Earned Income Exclusion and Simple IRA

    By Guest lmccormick, September 22, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • September 23, 2005

11. Forfeitures

    By Guest jkrad, March 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • wmyer
    • March 11, 2005

12. Forgot to fill out form 5305-SA

    By Guest sheTexasHammer, September 28, 2010
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • September 28, 2010

13. Forgot to take tax deduction for SEP contribution

    By arthurkagan, December 25, 2020
    • 2 replies
    • 862 views
    • 
    • spiritrider
    • December 28, 2020

14. Form 5330: Does a SEP-IRA have a "plan number"?

    By Guest EmployeeBenefitsAttorney, January 2, 2014
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 2, 2014

15. former SEP participant rehired

    By M Norton, July 6, 2016   

    • SEP eligibility
    • rehired SEP participant
    • 2 replies
    • 950 views
    • 
    • M Norton
    • July 6, 2016

16. Freeze or Terminate 401(k), Start SIMPLE

    By MarZDoates, November 1, 2005
    • 7 replies
    • 6.8k views
    • 
    • Guest
    • November 22, 2005

17. Freeze SIMPLE 401k, start regular 401k

    By Guest anne1, December 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • December 13, 2006

18. Freezing a SIMPLE 401(k)

    By Randy Watson, November 7, 2006
    • 0 replies
    • 1.8k views
    • 
    • Randy Watson
    • November 7, 2006

19. from SH 401(k) to SIMPLE

    By M Norton, August 14, 2019
    • 3 replies
    • 1.2k views
    • 
    • ugueth
    • August 20, 2019

20. Frozen 401(k) -- SIMPLE-IRA

    By R. Butler, November 5, 2002
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • November 5, 2002

21. Frozen SEP - IRA Contribution

    By Guest erepper, September 19, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • September 23, 2005

22. Frozen SEPS

    By thepensionmaven, April 4, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • April 5, 2013

23. full or short plan year

    By Guest mparker2028, September 14, 2006
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • September 16, 2006

24. Fund IRA but not SEP

    By Guest Steve Palmer, February 10, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • February 10, 2010

25. Funding SIMPLE receivable after rollovers to 401(k)

    By Young Curmudgeon, July 15, 2014
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • July 17, 2014

26. FY SARSEP (7/31/05 plan yr end), can SIMPLE 401k be estab if SARSEP terminated 12/31/04?

    By maverick, July 21, 2004
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 23, 2004

27. FYI: New Proposed SIMPLE Amendments

    By Guest peterpeter, January 16, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 16, 1999

28. Getting rid of a SIMPLE due to adoption of another plan

    By Bird, September 21, 2013
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • December 21, 2013

29. Grandfathered SARSEP Through Acquisition

    By Christine Roberts, July 14, 2000
    • 4 replies
    • 2.6k views
    • 
    • Gary Lesser
    • December 1, 2000

30. GUST

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

31. H&W Benefit plan coverage on first day of employement

    By Guest John M, May 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • May 13, 1999

32. Handling a SIMPLE IRA plan when sponsor is acquired

    By Scuba 401, October 6, 2017
    • 3 replies
    • 1.2k views
    • 
    • Scuba 401
    • October 9, 2017

33. Has a SEP but now wants a SH 401k

    By Guest dubya, March 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2004

34. Has operational guidance raised the SEP contribution limits to 25%?

    By Guest Philip Simpkins, January 17, 2002
    • 5 replies
    • 1.6k views
    • 
    • Erik Read
    • February 12, 2002

35. HCE optout

    By wsp, November 3, 2003
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • November 6, 2003

36. Help Gary! Excess SEP Contribution

    By Guest Taxman, October 7, 2002
    • 8 replies
    • 2.4k views
    • 
    • Gary Lesser
    • October 11, 2002

37. How can SARSEP limits be changed in Congress to allow contributions to be calculated like 401(k) plans (for both EE & ER contributions)?

    By Guest mhalvor, January 17, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 17, 2005

38. How do I correct excess contributions to a SIMPLE IRA?

    By Felicia, November 12, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • November 15, 1999

39. How do you terminate a SIMPLE?

    By Guest rocnrols2, April 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • April 11, 2003

40. How does a plan sponsor transfer a SARSEP to to a new mutual fund comp

    By Guest, July 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • August 29, 2000

41. How does the 15% deduction limit affect a SARSEP?

    By Dawn Hafner, June 26, 2000
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • August 29, 2000

42. How early may an employer distribute the SIMPLE notice for the next year?

    By Beltane, September 24, 2019
    • 1 reply
    • 602 views
    • 
    • Larry Starr
    • September 24, 2019

43. How to compute calculation for both SEP and MPPP

    By jkharvey, September 15, 2000
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • September 17, 2000

44. How to correct overfunding of SEP-IRA by company for 1998

    By Dave Baker, May 7, 1999
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • May 8, 1999

45. How to correct SEP over contribution after it has closed?

    By matth100, September 29, 2017
    • 2 replies
    • 864 views
    • 
    • matth100
    • October 2, 2017

46. How to create SEP for partnership excluding leased employees?

    By Guest april90, February 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • April 22, 2011

47. How to handle a SIMPLE with more than 100 employees?

    By Santo Gold, October 11, 2004
    • 1 reply
    • 962 views
    • 
    • Guest
    • October 11, 2004

48. How to report FICA and W2 for SEP?

    By Guest Jerry G, July 13, 2009
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 13, 2009

49. How to stop a SIMPLE IRA plan mid year

    By rfahey, July 3, 2014
    • 2 replies
    • 2k views
    • 
    • Flyboyjohn
    • July 7, 2014

50. How to terminate a SEP arrangement?

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