SEP, SARSEP and SIMPLE Plans

1,485 topics in this forum

1. Rollover of SIMPLE IRA to Qualified Plan if over 59 1/2

   By Guest lgm, October 5, 2005
   • 5 replies
   • 2.3k views
   • 
   • Appleby
   • October 9, 2005

2. Options for terminated SARSEP

   By Guest Brendan McKee, December 6, 2005
   • 5 replies
   • 2.8k views
   • 
   • Appleby
   • December 16, 2005

3. SIMPLE IRAs for self-employeds

   By steve-o, December 15, 2005
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • January 7, 2006

4. Controlled Group Status Change - Mid Year

   By MarZDoates, June 7, 2007
   • 5 replies
   • 2.8k views
   • 
   • Gary Lesser
   • July 20, 2007

5. Is this an egregious error?

   By Gary Lesser, July 25, 2007
   • 5 replies
   • 2.4k views
   • 
   • Gary Lesser
   • August 16, 2007

6. SEP that excludes controlled group members?

   By Guest beppie_stark, August 21, 2007
   • 5 replies
   • 6.2k views
   • 
   • Gary Lesser
   • August 28, 2007

7. Excess contributions to SEP

   By Guest ple-rj, February 25, 2008
   • 5 replies
   • 3.4k views
   • 
   • Gary Lesser
   • November 5, 2008

8. Simple IRA to Simple 401(k) Midyear Conversion

   By Guest mfitzgerald, March 31, 2008
   • 5 replies
   • 6.7k views
   • 
   • Bird
   • July 21, 2008

9. Effective Date for Simple IRA Termination

   By jlea, October 24, 2008
   • 5 replies
   • 1.6k views
   • 
   • ERISAnut
   • October 29, 2008

10. Simple IRA

    By Guest SeanF, April 9, 2009
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • April 14, 2009

11. switch from SH 401(k) to SIMPLE - timing of 401(k) deposits

    By M Norton, October 6, 2009
    • 5 replies
    • 1.1k views
    • 
    • jevd
    • October 8, 2009

12. Allocation limits

    By rcline46, January 5, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 6, 2010

13. SEP contribution for terminated/lost employee

    By rfahey, April 8, 2010
    • 5 replies
    • 3.8k views
    • 
    • Gary Lesser
    • October 8, 2010

14. Disallowed Deferrals

    By Beemer, February 14, 2011
    • 5 replies
    • 1.7k views
    • 
    • Gary Lesser
    • August 23, 2011

15. Controlled Group

    By rfahey, March 15, 2011
    • 5 replies
    • 1k views
    • 
    • QNPG
    • March 16, 2011

16. SEP and new 401k plan same year?

    By Guest Boots, August 10, 2011
    • 5 replies
    • 4.4k views
    • 
    • ETA Consulting LLC
    • August 24, 2011

17. S Corp SEP funded by C Corp ctrbs?

    By Guest GreenERISA, November 17, 2011
    • 5 replies
    • 1.3k views
    • 
    • masteff
    • November 17, 2011

18. SIMPLE IRA ELIGIBILITY

    By Guest robmc, January 31, 2013
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

19. SIMPLE IRA rollovers

    By Benefits 101, February 25, 2013
    • 5 replies
    • 1.1k views
    • 
    • Benefits 101
    • February 25, 2013

20. Simple IRA & VCP

    By B21, March 26, 2014
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • April 24, 2014

21. must we use document sponsor for all investments in a Sep?

    By Jim Chad, May 13, 2016
    • 5 replies
    • 590 views
    • 
    • jpod
    • May 16, 2016

22. Due Date of Self Employed SIMPLE IRA Ee Contributions

    By austin3515, May 13, 2016
    • 5 replies
    • 1k views
    • 
    • austin3515
    • May 13, 2016

23. Deposits to wrong SEP

    By bzorc, May 23, 2016
    • 5 replies
    • 628 views
    • 
    • Lou S.
    • May 23, 2016

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

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

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

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