SEP, SARSEP and SIMPLE Plans

1,475 topics in this forum

1. Correction of Ineligible Employer for SIMPLE

   By 401 Chaos, Friday at 01:08 PM
   • 0 replies
   • 59 views
   • 
   • 401 Chaos
   • Friday at 01:08 PM

2. Engineering SARSEP Plan

   By ERISA-Bubs, February 1, 2018
   • 9 replies
   • 1k views
   • 
   • Suzanne85
   • July 9

3. Remove SEP Contributions?

   By Dazednconfused, July 8
   • 2 replies
   • 190 views
   • 
   • JackS
   • July 8

4. Schedule C Negative but 401k already funded

   By austin3515, July 7
   • 10 replies
   • 240 views
   • 
   • bito'money
   • July 7

5. SEP IRA 3-Year Eligibility Requirement

   By Claude, May 17
   • 2 replies
   • 228 views
   • 
   • CuseFan
   • May 18

6. Per Diem Employees

   By Doogan, March 23
   • 4 replies
   • 199 views
   • 
   • Doogan
   • March 23

7. SEP Transition to Simple with Funding

   By NeedhelpREsep, March 12
   • 2 replies
   • 164 views
   • 
   • NeedhelpREsep
   • March 16

8. 410(b) Coverage Transition Period and SIMPLE IRA

   By JustMe, February 26
   • 0 replies
   • 218 views
   • 
   • JustMe
   • February 26

9. Cross Testing a SEP and 401k Plan together?

   By AnnM, February 16   

   • sep
   • cross test
   • (and 3 more)

     Tagged with:

     • sep
     • cross test
     • abpt
     • abt
     • gateway minimum
   • 2 replies
   • 290 views
   • 
   • AnnM
   • February 18

10. Multiple SEP Plans for One Employer

    By JustMe, February 16
    • 3 replies
    • 271 views
    • 
    • JustMe
    • February 17

11. SARSEP possible for Non-Profits?

    By NonProfit GC, February 10
    • 4 replies
    • 250 views
    • 
    • Luke Bailey
    • February 13

12. SEP IRA - participant question

    By st3rv, January 27
    • 14 replies
    • 415 views
    • 
    • Mike Preston
    • January 29

13. SIMPLE IRA 401(k) Controlled Group

    By R. Butler, May 12, 2016
    • 2 replies
    • 778 views
    • 
    • Scuba 401
    • January 11

14. SIMPLE IRA - VCP

    By Scuba 401, December 29, 2020
    • 0 replies
    • 194 views
    • 
    • Scuba 401
    • December 29, 2020

15. Forgot to take tax deduction for SEP contribution

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

16. SIMPLE IRA - Omit Former Employees - Loopholes?

    By DR245, December 22, 2020
    • 8 replies
    • 242 views
    • 
    • acm_acm
    • December 23, 2020

17. Simple 401(k) Plan converted to Regular 401(k) Plan - 2 year penalty exception

    By TPA Bob, December 7, 2020   

    • simple 401(k)
    • regular 401(k)
    • 1 reply
    • 239 views
    • 
    • AbsolutelyOkayPossibly
    • December 9, 2020

18. Can a SEP operate on a fiscal year?

    By M Norton, November 30, 2020
    • 2 replies
    • 324 views
    • 
    • StephenD
    • December 3, 2020

19. SIMPLE IRA - VCP Correction & New 401(k)

    By EBECatty, December 1, 2020
    • 2 replies
    • 178 views
    • 
    • EBECatty
    • December 1, 2020

20. Compenastion limit on Simple Plan

    By mjf06241972, November 10, 2020
    • 3 replies
    • 333 views
    • 
    • austin3515
    • November 12, 2020

21. Can I have a plan if I have SIMPLE?

    By Jakyasar, August 25, 2020
    • 6 replies
    • 595 views
    • 
    • Bill Presson
    • August 31, 2020

22. SIMPLE and VCP for over 100 ees

    By cdavis25, August 25, 2020
    • 0 replies
    • 165 views
    • 
    • cdavis25
    • August 25, 2020

23. SERIOUS mishandling of the VCP??

    By DR245, August 21, 2020
    • 0 replies
    • 279 views
    • 
    • DR245
    • August 21, 2020

24. Employer wants to pay investment management fees of SEP participants

    By Dave Baker, July 16, 2020
    • 7 replies
    • 828 views
    • 
    • Luke Bailey
    • July 23, 2020

25. Exceeding 100 employees

    By bzorc, July 13, 2020
    • 2 replies
    • 420 views
    • 
    • Luke Bailey
    • July 14, 2020