SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. 5305 and 403(b)

   By Guest Inhouse ERISA, November 16, 2009
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 11, 2009

2. 5305 SEP & P/S Plan

   By katieinny, September 10, 2003
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • September 10, 2003

3. 5305 SEP and Prior Service

   By Guest PenProf, April 19, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • April 19, 1999

4. 5305-SEP

   By Randy Watson, January 30, 2007
   • 2 replies
   • 2.2k views
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   • Guest
   • February 14, 2007

5. 5305-SEP Eligibility

   By J2D2, July 3, 2002
   • 2 replies
   • 1.4k views
   • 
   • Earl
   • July 4, 2002

6. 5305-SEP to 401k plan in same yr; ps start date 1/1?

   By TPApril, September 25, 2019
   • 2 replies
   • 1.2k views
   • 
   • Larry Starr
   • September 25, 2019

7. 5305-SEP, okay to submit a March 2002 version under VCP

   By katieinny, August 10, 2012
   • 1 reply
   • 967 views
   • 
   • Gary Lesser
   • September 7, 2012

8. 60 Day Rule

   By Dazednconfused, May 11, 2011
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • May 11, 2011

9. 72(t) rule changes-legislative update

   By Appleby, October 3, 2002
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • October 3, 2002

10. A Dumb simple IRA ?

    By Guest ?pensionguy, February 3, 2004
    • 1 reply
    • 910 views
    • 
    • Gary Lesser
    • February 18, 2004

11. A Real Mess - Part 2

    By KateSmithPA, August 29, 2006
    • 7 replies
    • 2.3k views
    • 
    • KateSmithPA
    • September 11, 2006

12. ACAs & EACAs In SIMPLEs & SARSEPS

    By jevd, February 27, 2009
    • 10 replies
    • 1.6k views
    • 
    • Gary Lesser
    • March 4, 2009

13. ACAs EACAs in SARSEPS & SIMPLE IRAs

    By jevd, February 27, 2009
    • 3 replies
    • 1.2k views
    • 
    • jevd
    • March 13, 2009

14. acceptable investments for SEP/SARSEP

    By Guest dsbinc, February 29, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 29, 2000

15. Accidental SIMPLE

    By Santo Gold, December 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • December 16, 2004

16. Acquired company with a Simple 401(k)

    By AndyH, December 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • December 7, 2012

17. Acquired Company with SIMPLE IRA

    By 52626, April 19, 2018
    • 0 replies
    • 576 views
    • 
    • 52626
    • April 19, 2018

18. Acquiring SIMPLE IRA

    By Guest CJErisa, November 17, 2011
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • November 18, 2011

19. Acquisition

    By austin3515, November 30, 2016
    • 1 reply
    • 774 views
    • 
    • Gary Lesser
    • February 4, 2017

20. Acquisition of Company with SIMPLE IRA

    By Scott, September 24, 1999
    • 2 replies
    • 2.8k views
    • 
    • Scott
    • September 27, 1999

21. active participant

    By Guest gardner, October 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 29, 2001

22. Addition SIMPLE Set Up Question

    By Guest Gary S, January 11, 2007
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • January 17, 2007

23. Adopted 2020 DB plan retroactive, after already contributed to SEP at broker

    By Old Reliable, August 24, 2021
    • 2 replies
    • 390 views
    • 
    • CuseFan
    • August 25, 2021

24. adopting a SIMPLE-IRA

    By Guest Mike Kimball, August 10, 2001
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • August 10, 2001

25. Adopting SEP, but had terminated DB plan

    By Guest Gregory, August 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • August 5, 2004