SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. Per Diem Employees

   By Doogan, March 23, 2021
   • 4 replies
   • 805 views
   • 
   • Doogan
   • March 23, 2021

2. SEP Transition to Simple with Funding

   By NeedhelpREsep, March 12, 2021
   • 2 replies
   • 492 views
   • 
   • NeedhelpREsep
   • March 16, 2021

3. 410(b) Coverage Transition Period and SIMPLE IRA

   By JustMe, February 26, 2021
   • 0 replies
   • 571 views
   • 
   • JustMe
   • February 26, 2021

4. Multiple SEP Plans for One Employer

   By JustMe, February 16, 2021
   • 3 replies
   • 811 views
   • 
   • JustMe
   • February 17, 2021

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

   By AnnM, February 16, 2021   

   • sep
   • cross test
   • (and 3 more)

     Tagged with:

     • sep
     • cross test
     • abpt
     • abt
     • gateway minimum
   • 2 replies
   • 572 views
   • 
   • AnnM
   • February 18, 2021

6. SARSEP possible for Non-Profits?

   By NonProfit GC, February 10, 2021
   • 4 replies
   • 584 views
   • 
   • Luke Bailey
   • February 13, 2021

7. SEP IRA - participant question

   By st3rv, January 27, 2021
   • 14 replies
   • 942 views
   • 
   • Mike Preston
   • January 29, 2021

8. SIMPLE IRA - VCP

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

9. Forgot to take tax deduction for SEP contribution

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

10. SIMPLE IRA - Omit Former Employees - Loopholes?

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

11. 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
    • 503 views
    • 
    • AbsolutelyOkayPossibly
    • December 9, 2020

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

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

13. Can a SEP operate on a fiscal year?

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

14. Compenastion limit on Simple Plan

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

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

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

16. SIMPLE and VCP for over 100 ees

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

17. SERIOUS mishandling of the VCP??

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

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

    By Dave Baker, July 16, 2020
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 23, 2020

19. Exceeding 100 employees

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

20. SEP Contribution for 2019. When does SEP need to be established.

    By Ken_BenefitScape, July 7, 2020   

    • sep
    • plan entry
    • 2 replies
    • 400 views
    • 
    • Larry Starr
    • July 7, 2020

21. 25% penalty - corrected contributions?

    By DR245, June 18, 2020
    • 3 replies
    • 764 views
    • 
    • Luke Bailey
    • June 19, 2020

22. SIMPLE IRA employee contributon - sole prop

    By Santo Gold, April 30, 2020
    • 2 replies
    • 583 views
    • 
    • Santo Gold
    • May 3, 2020

23. SEP IRA missed employee contribution correction

    By JTWeave, April 24, 2020
    • 4 replies
    • 514 views
    • 
    • Luke Bailey
    • April 25, 2020

24. 25% Excise tax waived right?

    By austin3515, April 2, 2020
    • 2 replies
    • 607 views
    • 
    • Appleby
    • April 9, 2020

25. Can SIMPLE IRA suspend match

    By Joe Rak, April 1, 2020
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 17, 2020