SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Exclusive Rule - Simple IRA & PS Plan

   By Guest DTrom, November 22, 2004
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • November 23, 2004

2. No Longer Eligible for SARSEP

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

3. SEP and Traditional IRA

   By Jilliandiz, April 7, 2008
   • 2 replies
   • 2.1k views
   • 
   • Appleby
   • April 8, 2008

4. Allocation limits

   By rcline46, January 5, 2010
   • 5 replies
   • 2.1k views
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   • Guest
   • January 6, 2010

5. SIMPLE IRA - Ineligible Employer

   By KateSmithPA, June 11, 2008
   • 3 replies
   • 2.1k views
   • 
   • Gary Lesser
   • July 7, 2008

6. Differential Pay

   By Felicia, August 22, 2011
   • 2 replies
   • 2.1k views
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   • Felicia
   • August 24, 2011

7. Non-Discrimination testing for Simple 401(k) plans.

   By Guest Sara H, April 28, 1999
   • 3 replies
   • 2.1k views
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   • Kathy
   • May 21, 1999

8. Roth option for SIMPLE IRAs?

   By Kimberly S, March 2, 2007
   • 2 replies
   • 2.1k views
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   • Gary Lesser
   • July 20, 2007

9. New Business

   By Guest HD WILLIAMS, December 8, 1998
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • December 15, 1998

10. SARSEP eligibility and correction.

    By Guest Thornton, April 9, 1999
    • 6 replies
    • 2.1k views
    • 
    • Gary Lesser
    • October 26, 2002

11. SIMPLE IRA

    By M Norton, August 13, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 8, 2009

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

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

13. Can I have both a SIMPLE and SEP IRA and, depending on my income for a

    By Guest Jolanda, November 15, 1999
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 15, 1999

14. Social Security Tax on SIMPLE Contributions

    By Guest Lynne Dennis, December 19, 1998
    • 6 replies
    • 2k views
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    • Guest
    • December 23, 1998

15. SIMPLE - any vendors that handle missing participant IRA's

    By Belgarath, July 21, 2015
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • January 23, 2016

16. Simple-IRA for new sole propritor.

    By Moe Howard, November 29, 2001
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • December 18, 2001

17. 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

18. SEP IRA AND REGULAR OR ROTH?

    By Guest JOE KOZO, April 18, 1999
    • 2 replies
    • 2k views
    • 
    • Kathy
    • April 20, 1999

19. Foreign Earned Income Exclusion and Simple IRA

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

20. SIMPLE IRA's, controlled group and other plans.

    By Guest Mike Visse, May 17, 2000
    • 5 replies
    • 2k views
    • 
    • Gary Lesser
    • August 29, 2000

21. late SEP contribution

    By betheeg, August 25, 2004
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • August 26, 2004

22. Terminating a SIMPLE 401k

    By MarZDoates, November 5, 2007
    • 2 replies
    • 2k views
    • 
    • MarZDoates
    • November 8, 2007

23. employer contributions to a SARSEP

    By Guest pensiondoc, February 6, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • February 15, 1999

24. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • May 21, 2008

25. SIMPLE Websites

    By Guest Amy Erlbacher Anderson, November 6, 1998
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 9, 1998

26. Simple Contribution Requirements

    By Guest houseblend, October 4, 2004
    • 8 replies
    • 2k views
    • 
    • WDIK
    • February 3, 2005

27. Termination of SAR-SEP

    By MarZDoates, August 22, 2002
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • August 22, 2002

28. SIMPLE IRA & DB Plan

    By Guest danmar, September 10, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 13, 1999

29. SEP and 401(k) Profit Sharing

    By ombskid, May 10, 2013
    • 4 replies
    • 2k views
    • 
    • ombskid
    • June 19, 2013

30. SEP Eligiblity

    By Guest Jim Brennan, November 12, 1998
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 13, 1998

31. Moving from SIMPLE-DFI to SIMPLE Non-DFI

    By Guest Steve Benjamin, January 15, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 15, 2000

32. SIMPLE - Termination prior to Notice

    By Guest rgorman, November 3, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 9, 2005

33. Vesting in SIMPLE 401(k)?

    By Guest Bill Mulkern, May 6, 1999
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • May 13, 1999

34. SEP and Qualified Plan

    By Guest Thornton, November 24, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 14, 1998

35. 2002 limits for PSP Keogh vs. SEP-IRA

    By Guest Smichalek1, May 10, 2002
    • 1 reply
    • 2k views
    • 
    • rcline46
    • May 10, 2002

36. Rollover into Simple IRAs

    By pbarrett, February 23, 2004
    • 1 reply
    • 2k views
    • 
    • Appleby
    • February 23, 2004

37. SARSEP 125% NHCE deferral percentage and 3% employer contribution

    By Guest Steve Palmer, March 4, 1999
    • 1 reply
    • 2k views
    • 
    • Kathy
    • March 8, 1999

38. What is the proper distribution code to use on Form 1099R for an early

    By Guest Kathleen Fouquet, January 26, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 12, 2001

39. Disallowed Deferrals

    By Beemer, February 14, 2011
    • 5 replies
    • 2k views
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    • Gary Lesser
    • August 23, 2011

40. SARSEPs plus other plans combined.

    By richard, September 22, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 9, 2002

41. Failure to deposit Simple IRA contributions

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

42. How to stop a SIMPLE IRA plan mid year

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

43. Sole Proprietor Opt Out

    By rfahey, October 11, 2007
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • October 19, 2007

44. Terminated SEP

    By Jilliandiz, November 21, 2005
    • 1 reply
    • 2k views
    • 
    • Demosthenes
    • November 21, 2005

45. Retirement Plan Options for Small Businesses

    By Guest Bobclp, September 4, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 4, 2001

46. SEP-IRA and ERISA

    By billfgrady, October 23, 2009
    • 1 reply
    • 2k views
    • 
    • jevd
    • October 23, 2009

47. Matching contribution for sole prop. SIMPLE plan

    By Guest Steve Hample, December 31, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 28, 2000

48. SEP IRA and ROTH

    By Guest Stan Mallis, March 22, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 23, 1999

49. SIMPLE-IRA Plan Terminating Mid-Year - Is Notice Required

    By AJC, August 22, 2021
    • 4 replies
    • 2k views
    • 
    • AJC
    • September 3, 2021

50. Rolling assets from a Simple IRA into a 401k

    By Guest LSULLIVAN, October 18, 2007
    • 1 reply
    • 2k views
    • 
    • Appleby
    • October 18, 2007