SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. Controlled group and SImple IRA

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

2. Acquired Company with SIMPLE IRA

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

3. SIMPLE IRA deposit error

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

4. One Spouse is self employed and has SEP

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

5. 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

6. 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
7. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

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

8. SEP and 401k in same year

   By AKconsult, February 12, 2018
   • 11 replies
   • 5.8k views
   • 
   • Bill Presson
   • March 16, 2020

9. Engineering SARSEP Plan

   By ERISA-Bubs, February 1, 2018
   • 9 replies
   • 1.2k views
   • 
   • Suzanne85
   • July 9, 2021

10. Simple IRA Late Employee Contribution

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

11. Contract Labor and Employee with Simple plan

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

12. Amend SEP to Allow 401K for 2017

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

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

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

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

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

15. SEP - Switching Custodians

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

16. Disaster Relief SEP deadline

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

17. Handling a SIMPLE IRA plan when sponsor is acquired

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

18. new sep

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

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

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

20. Company w/ Simple IRA acquires Company w/ 401k plan

    By epsharon, August 25, 2017
    • 5 replies
    • 1.3k views
    • 
    • Larry Starr
    • August 30, 2017

21. SEP Coverage Failure Consequences

    By jukeboy56, August 11, 2017
    • 3 replies
    • 1.1k views
    • 
    • Linda Wilkins
    • August 16, 2017

22. old SIMPLE / New 401k

    By Santo Gold, August 8, 2017
    • 3 replies
    • 390 views
    • 
    • Santo Gold
    • August 9, 2017

23. Rehired employee

    By Jeff, July 13, 2017   

    • simple ira plan
    • 4 replies
    • 714 views
    • 
    • Gary Lesser
    • February 13

24. SEP and DC/DB plan from Husband's company

    By Cynchbeast, June 2, 2017
    • 3 replies
    • 623 views
    • 
    • Mike Preston
    • June 7, 2017

25. SEP Contributions Schedule C Business

    By lktp57, May 25, 2017
    • 2 replies
    • 553 views
    • 
    • K2
    • May 25, 2017