SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. SIMPLE rollover to 401(k): related?

   By AlbanyConsultant, September 12, 2018
   • 1 reply
   • 371 views
   • 
   • PensionPro
   • September 12, 2018

2. SIMPLE IRA / Excluding 125 Contributions

   By austin3515, February 11, 2019
   • 1 reply
   • 436 views
   • 
   • Belgarath
   • February 12, 2019

3. comp to use for SIMPLE IRA started October 1st

   By M Norton, February 11, 2019   

   • simple ira comp
   • 1 reply
   • 297 views
   • 
   • austin3515
   • February 11, 2019

4. SEP PLAN DOCUMENT

   By gcrechale, April 1, 2019   

   • sep document
   • 1 reply
   • 574 views
   • 
   • Flyboyjohn
   • April 1, 2019

5. SIMPLE IRA "Plan Number" on Form 14568-D

   By AJC, June 25, 2019
   • 1 reply
   • 421 views
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   • jpod
   • June 25, 2019

6. Company Sponsored SIMPLE IRA PLans

   By mlp0816, September 19, 2019   

   • advising
   • 1 reply
   • 385 views
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   • Bird
   • September 19, 2019

7. How early may an employer distribute the SIMPLE notice for the next year?

   By Beltane, September 24, 2019
   • 1 reply
   • 357 views
   • 
   • Larry Starr
   • September 24, 2019

8. 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
   • 433 views
   • 
   • AbsolutelyOkayPossibly
   • December 9, 2020

9. SIMPLE contributions not made 2019-2021

   By DHoff, November 30, 2021
   • 1 reply
   • 173 views
   • 
   • gc@chimentowebb.com
   • March 6

10. Excluding Eligible Employees From SEP

    By Guest Janis Winterhof, February 25, 2000
    • 0 replies
    • 1.2k views
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    • Guest
    • February 25, 2000

11. SIMPLE-IRA Termintaion

    By Guest RPSS, February 24, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 24, 2000

12. acceptable investments for SEP/SARSEP

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

13. SARSEP--noncompliance

    By Guest CJF, February 26, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2000

14. SARSEP Frozen/401(k)Plan Set-up

    By Guest Jean Blackwood, February 23, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 23, 2000

15. SEPP and a Profit Sharing Plan

    By Guest ronalds, February 20, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 20, 2000

16. LRMS and terminating a SIMPLE during the year.

    By Guest DLevine, February 3, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 2000

17. SIMPLE-IRA Divorce

    By Guest RPSS, February 2, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 2, 2000

18. SIMPLE combined with qualified plan

    By Guest DavidB, January 24, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 24, 2000

19. SIMPLE IRA rollover options?

    By Guest CCDB, January 20, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2000

20. 401(k) and SIMPLE IRA

    By Guest ars, February 2, 2000
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 2, 2000

21. Moving from SIMPLE-DFI to SIMPLE Non-DFI

    By Guest Steve Benjamin, January 15, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 15, 2000

22. ERISA Bonding Requirements

    By Tot, December 1, 1999
    • 0 replies
    • 1.5k views
    • 
    • Tot
    • December 1, 1999

23. SEP after acquisition

    By Guest Jeff Belfiglio, December 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 8, 1999

24. Overcontribution to prior year SEP of self-employed person

    By Guest CarolM, October 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 15, 1999

25. When must a SAR/SEP be modified when the particpant count exceeds 25?

    By Guest Roger, August 3, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 3, 1999