SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

1. SIMPLE IRA Question

   By bzorc, December 12, 2013
   • 2 replies
   • 1.2k views
   • 
   • bzorc
   • December 13, 2013

2. 25% Excise tax waived right?

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

3. SIMPLE IRA

   By Felicia, May 4, 2006
   • 2 replies
   • 1.7k views
   • 
   • ERISAnut
   • May 4, 2006

4. SARSEP eligibility

   By Guest pension doc, January 4, 1999
   • 2 replies
   • 2k views
   • 
   • Guest
   • January 12, 1999

5. F5305 - shouldn't use model if ever had DB?

   By Guest kprhok, January 29, 2010
   • 2 replies
   • 1.7k views
   • 
   • katieinny
   • December 13, 2011

6. Terminated 401(k) Plan and New SIMPLE IRA Plan

   By Guest PhDay, December 8, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 9, 2010

7. SEP IRA - contribution classification

   By Guest br6k, October 12, 2014
   • 2 replies
   • 1.4k views
   • 
   • Appleby
   • October 20, 2014

8. employer contributions to a SARSEP

   By Guest pensiondoc, February 6, 1999
   • 2 replies
   • 1.7k views
   • 
   • Gary Lesser
   • February 15, 1999

9. Combination 10% Money Purchase Contribution and SEP contribution

   By Guest Liz Schulte, February 2, 1999
   • 2 replies
   • 1.6k views
   • 
   • Gary Lesser
   • February 15, 1999

10. Converting from a SEP to a Simple IRA

    By metsfan026, February 14
    • 2 replies
    • 190 views
    • 
    • Gary Lesser
    • February 18

11. Disqualify a SIMPLE Plan with $200 of Employer match in this year

    By Jim Chad, July 26, 2013
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • December 23, 2013

12. How to terminate a SEP?

    By Guest Do, January 28, 1999
    • 2 replies
    • 2.1k views
    • 
    • Gary Lesser
    • February 15, 1999

13. Simple ER Contributions

    By Guest Pete Joachim, March 9, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 10, 2004

14. Simple IRA and 401(k) in a controlled group

    By Guest fiddler, March 19, 2007
    • 2 replies
    • 3.8k views
    • 
    • J Simmons
    • March 22, 2007

15. Overcontribution to SEP

    By nancy, January 26, 1999
    • 2 replies
    • 2.1k views
    • 
    • Gary Lesser
    • February 15, 1999

16. Exceeding 100 employees

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

17. How to stop a SIMPLE IRA plan mid year

    By rfahey, July 3, 2014
    • 2 replies
    • 1.7k views
    • 
    • Flyboyjohn
    • July 7, 2014

18. SEP documents provided by the big houses

    By Bri, August 15, 2023
    • 2 replies
    • 333 views
    • 
    • Appleby
    • August 16, 2023

19. Timing of SIMPLE deferrals for the self-employed

    By bzorc, March 20, 2002
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • March 22, 2002

20. SEP IRA?

    By Guest sugar daddy, March 8, 2011
    • 2 replies
    • 973 views
    • 
    • Calavera
    • March 9, 2011

21. Terminating a SIMPLE.

    By Guest Thornton, January 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • January 13, 2003

22. Undercontributed to a SEP participant

    By Guest jorge casasnovas, February 25, 1999
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • March 2, 1999

23. PARTNERSHIP 401(K) COMPENSATION REVISITED

    By Guest D_NITSCHE, March 2, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 3, 1999

24. 2 SEP plans for same company

    By Guest Scott Johnson, August 23, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • August 24, 2001

25. After Tax $ in a SIMPLE IRA

    By Guest revier, September 22, 2004
    • 2 replies
    • 1.3k views
    • 
    • Demosthenes
    • September 22, 2004