SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Top heavy contribution to SARSEP required if catch-up only

   By Bird, December 15, 2017
   • 5 replies
   • 873 views
   • 
   • Bird
   • December 19, 2017

2. Can acquired employer with SIMPLE IRA continue to maintain the plan after acquisition?

   By calexbraska, March 20, 2018
   • 5 replies
   • 2.3k views
   • 
   • Luke Bailey
   • March 22, 2018

3. 5305 (model) SEP contributions with Solo 401(k)

   By shutdown, December 31, 2018
   • 5 replies
   • 626 views
   • 
   • Larry Starr
   • January 2, 2019

4. SIMPLE IRA sponsor wants to skip true-up

   By M Norton, February 28, 2019   

   • simple ira
   • true up
   • 5 replies
   • 979 views
   • 
   • austin3515
   • March 5, 2019

5. SEP AND CASH BALANCE PLANS

   By gcrechale, April 1, 2019   

   • sep cash balance
   • 5 replies
   • 2k views
   • 
   • Flyboyjohn
   • April 3, 2019

6. VCP correction for SIMPLE IRA gone bad

   By Flyboyjohn, April 23, 2019
   • 5 replies
   • 998 views
   • 
   • Luke Bailey
   • April 26, 2019

7. SIMPLE IRA + 401(k) Plan

   By JustMe, July 11, 2019
   • 5 replies
   • 831 views
   • 
   • JustMe
   • July 16, 2019

8. SIMPLE DFI Wont accept late deposit

   By shERPA, September 10, 2019
   • 5 replies
   • 396 views
   • 
   • M Norton
   • September 11, 2019

9. Concerns w/ Financial Advisor Handling SIMPLE IRA

   By EDB, November 6, 2019
   • 5 replies
   • 713 views
   • 
   • Bird
   • November 8, 2019

10. SIMPLE IRA - many issues, many years - Fixable?

    By DR245, February 11, 2020
    • 5 replies
    • 730 views
    • 
    • Gary Lesser
    • February 18, 2020

11. SIMPLE IRA Late Salary Reduction Contributions

    By Roger389, February 19, 2020
    • 5 replies
    • 719 views
    • 
    • Larry Starr
    • February 20, 2020

12. Can SIMPLE IRA suspend match

    By Joe Rak, April 1, 2020
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • April 17, 2020

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

    By Dawn Hafner, June 26, 2000
    • 4 replies
    • 1.4k views
    • 
    • Gary Lesser
    • August 29, 2000

14. Top-Heavy SEPs

    By Guest derek, December 8, 1998
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • February 17, 2000

15. Excess deferral to SIMPLE IRA - change W-2?

    By Guest J Samuelson, January 6, 2000
    • 4 replies
    • 3k views
    • 
    • Gary Lesser
    • December 30, 2015

16. Allowable Start Date for SIMPLE IRA Plan

    By Guest SPollock, November 4, 1999
    • 4 replies
    • 1.4k views
    • 
    • Gary Lesser
    • November 24, 1999

17. SIMPLE IRA for sole proprietor

    By Guest TrustMe401k, October 28, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • November 5, 1999

18. Simple and DC Plan

    By Jeff Kirtner, October 2, 1999
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 15, 1999

19. SIMPLE IRA & DB Plan

    By Guest danmar, September 10, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 13, 1999

20. Combining SEP-IRA with Qualified Plan

    By Guest Tamra, June 14, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 21, 1999

21. Changing SARSEP administrator/financial institution.

    By Guest Scott L Brown, July 7, 1999
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • July 9, 1999

22. Investments allowed by SEP

    By Guest Sarah, April 21, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 22, 1999

23. Who's doing individual SIMPLE IRA accounts?

    By Guest Mac Lewis, April 20, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 12, 1999

24. Grandfathered SARSEP Through Acquisition

    By Christine Roberts, July 14, 2000
    • 4 replies
    • 2.2k views
    • 
    • Gary Lesser
    • December 1, 2000

25. Moving SIMPLE IRA funds to another plan (Traditional IRA, Roth IRA, 40

    By Guest Carl C, July 31, 2000
    • 4 replies
    • 2k views
    • 
    • Gary Lesser
    • August 29, 2000