SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

1. Erroneous "contributions" to SIMPLE 401(k)

   By DMcGovern, April 13, 2023
   • 0 replies
   • 184 views
   • 
   • DMcGovern
   • April 13, 2023

2. Establishing a new plan

   By austin3515, October 22, 2016
   • 2 replies
   • 831 views
   • 
   • austin3515
   • November 21, 2016

3. Establishing a new SEP when the ER had a DB plan that was terminated long ago.

   By katieinny, January 6, 2004
   • 1 reply
   • 857 views
   • 
   • Appleby
   • January 7, 2004

4. Establishing a non-payroll, employee choice benefit program

   By Guest Tom Byrne, January 18, 2001
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • January 29, 2001

5. Establishing a SEP after death

   By katieinny, July 15, 2008
   • 9 replies
   • 6.6k views
   • 
   • Appleby
   • July 21, 2008

6. Establishing a SIMPLE

   By Responsible4Employees, April 3, 2017   

   • simple
   • ira
   • (and 2 more)

     Tagged with:

     • simple
     • ira
     • establish
     • notification period
   • 1 reply
   • 508 views
   • 
   • Flyboyjohn
   • April 3, 2017

7. Establishing SIMPLE plan with existing DB or DC plan - limits in 2000?

   By Guest Ted Munice, April 4, 2000
   • 1 reply
   • 1.2k views
   • 
   • Bill Berke
   • April 18, 2000

8. Exactly what happens to a SIMPLE IRA Plan when a 401(k) is started same year?

   By Jim Chad, March 27, 2013
   • 0 replies
   • 1.2k views
   • 
   • Jim Chad
   • March 27, 2013

9. Exceeding 100 employees

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

10. Exception to 10% early withdrawal penalty

    By Guest bmurphy, October 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • October 13, 2004

11. Excess Contributions - taxability

    By Guest jpetrancosta, July 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • July 2, 2002

12. Excess Contributions to a SARSEP

    By Colpash, June 25, 2015   

    • SARSEP
    • 2 replies
    • 1.2k views
    • 
    • Colpash
    • January 8, 2016

13. Excess Contributions to SARSEP due to Compensation Error

    By Guest nihalsa, January 22, 2001
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 30, 2001

14. Excess contributions to SEP

    By Guest ple-rj, February 25, 2008
    • 5 replies
    • 3.6k views
    • 
    • Gary Lesser
    • November 5, 2008

15. Excess Deferral to SIMPLE

    By Guest Jim Brennan, February 26, 1999
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • March 2, 1999

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

    By Guest J Samuelson, January 6, 2000
    • 4 replies
    • 3.2k views
    • 
    • Gary Lesser
    • December 30, 2015

17. Excess Deferrals - SIMPLE IRA

    By MarZDoates, March 8, 2006
    • 0 replies
    • 1.7k views
    • 
    • MarZDoates
    • March 8, 2006

18. Excess employee and employer contributions to Simple plan

    By Guest Melissa Winslow, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 17, 2000

19. Excess Employer Contributions to SIMPLE IRA

    By MarZDoates, December 31, 2002
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • January 2, 2003

20. Excess employer contributions to SIMPLE IRA since 2007

    By gc@chimentowebb.com, February 14, 2022
    • 3 replies
    • 518 views
    • 
    • Bird
    • February 15, 2022

21. Excess employer match into SIMPLE IRA

    By Guest Diane DuFresne, March 26, 2012
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 27, 2012

22. Excess Employer Sep contributions

    By Raine, April 1, 2017
    • 1 reply
    • 633 views
    • 
    • Mike Preston
    • April 1, 2017

23. Excess Employer Simple contributions for 2003 & 2004

    By Guest Russell, November 9, 2004
    • 1 reply
    • 936 views
    • 
    • Guest
    • November 12, 2004

24. Excess matching contribution in SIMPLE IRA

    By nancy, November 29, 2000
    • 1 reply
    • 5.1k views
    • 
    • Gary Lesser
    • December 1, 2000

25. excess sep contrib after amending 1040

    By Guest carla, June 23, 2004
    • 1 reply
    • 936 views
    • 
    • Gary Lesser
    • June 24, 2004