SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. SIMPLE IRA Match Question

   By coleboy, August 16, 2018
   • 1 reply
   • 324 views
   • 
   • Belgarath
   • August 16, 2018

2. Deducted Simple Contributions from Employee but never signed employee up for plan nor ever gave any notice of participation

   By Meem, August 10, 2018   

   • simple plan
   • erisa no match or plan set up
   • 2 replies
   • 629 views
   • 
   • Larry Starr
   • August 13, 2018

3. Re-Characterization as Catch up

   By coleboy, August 8, 2018
   • 2 replies
   • 278 views
   • 
   • coleboy
   • August 8, 2018

4. SEP Eligibility - Dumb Question

   By bzorc, June 27, 2018
   • 4 replies
   • 638 views
   • 
   • Bird
   • June 28, 2018

5. SIMPLE contribution not really "receivable"?

   By pmacduff, June 25, 2018
   • 1 reply
   • 315 views
   • 
   • Larry Starr
   • June 26, 2018

6. Nonresponsive participant

   By austin3515, June 11, 2018
   • 3 replies
   • 579 views
   • 
   • Larry Starr
   • June 11, 2018

7. Company with SIMPLE IRA bought by Company with 401k

   By coleboy, May 16, 2018
   • 7 replies
   • 2k views
   • 
   • coleboy
   • May 24, 2018

8. Controlled group and SImple IRA

   By Tom, May 9, 2018
   • 4 replies
   • 2.3k views
   • 
   • Larry Starr
   • May 11, 2018

9. Acquired Company with SIMPLE IRA

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

10. SIMPLE IRA deposit error

    By lisabroc, April 17, 2018
    • 1 reply
    • 437 views
    • 
    • Larry Starr
    • April 17, 2018

11. One Spouse is self employed and has SEP

    By Scuba 401, April 10, 2018
    • 1 reply
    • 370 views
    • 
    • spiritrider
    • April 11, 2018

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

    By calexbraska, March 20, 2018
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • March 22, 2018

13. Can employer not provide SIMPLE match for one former employee?

    By Francis, March 7, 2018
    • 2 replies
    • 470 views
    • 
    • Bob the Swimmer
    • March 19, 2018
14. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    Topic was merged with Question: SIMPLE and Profit Sharing, off-calendar fiscal year

15. SIMPLE IRA for an LLC owner

    By Guest Elfman, July 6, 2005
    • 13 replies
    • 9.7k views
    • 
    • Flyboyjohn
    • February 15, 2018

16. Simple IRA Late Employee Contribution

    By Kally, February 1, 2018
    • 4 replies
    • 1.8k views
    • 
    • spiritrider
    • February 5, 2018

17. Contract Labor and Employee with Simple plan

    By MaryM, January 30, 2018
    • 4 replies
    • 440 views
    • 
    • Luke Bailey
    • February 1, 2018

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

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

19. Amend SEP to Allow 401K for 2017

    By annola, December 17, 2017
    • 1 reply
    • 420 views
    • 
    • Luke Bailey
    • December 19, 2017

20. new sep

    By sheadan@aol.com, October 4, 2017
    • 1 reply
    • 311 views
    • 
    • Gary Lesser
    • December 17, 2017

21. Timing of terminating 401(k), setting up SIMPLE IRA plan

    By Beltane, December 6, 2017
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • December 7, 2017

22. SEP - Switching Custodians

    By MjInvestments, November 14, 2017
    • 2 replies
    • 1k views
    • 
    • spiritrider
    • November 15, 2017

23. Disaster Relief SEP deadline

    By WhoLetTheDogsOut, November 9, 2017
    • 1 reply
    • 445 views
    • 
    • Mike Preston
    • November 12, 2017

24. Handling a SIMPLE IRA plan when sponsor is acquired

    By Scuba 401, October 6, 2017
    • 3 replies
    • 708 views
    • 
    • Scuba 401
    • October 9, 2017

25. How to correct SEP over contribution after it has closed?

    By matth100, September 29, 2017
    • 2 replies
    • 398 views
    • 
    • matth100
    • October 2, 2017