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BenefitsLink Message Boards > Retirement Plans > SEP, SARSEP and SIMPLE Plans
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  1. SEP vs. 401k (1 reply)
  2. Sole prop over contributed to a SEP, correction method? (3 replies)
  3. QNEC for SARSEP ADP correction (1 reply)
  4. SEP and MPPP (3 replies)
  5. Impact of changing from a non-DFI to a DFI plan (1 reply)
  6. SEP that excludes controlled group members? (5 replies)
  7. SIMPLE IRA - Control Group Issue (3 replies)
  8. EE limit if in 2 SIMPLE's (4 replies)
  9. Is this an egregious error? (5 replies)
  10. sep vs keogh plan - contributions after age 70.5 (2 replies)
  11. Does federal law prohibit surrender charges or CDSC for Simple IRA assets? (4 replies)
  12. Limit for Employee with Two Plans (1 reply)
  13. Requiring Employees to Establish SEP at xx institution (7 replies)
  14. Employee never got into SIMPLE - consequences (7 replies)
  15. Roth option for SIMPLE IRAs? (2 replies)
  16. SIMPLE or SEP for freelance income? (first time post) (12 replies)
  17. amending a SEP (3 replies)
  18. Controlled Group Status Change - Mid Year (5 replies)
  19. Employee incorrectly classified as Independent Cont. (2 replies)
  20. SEP Corrections (1 reply)
  21. SEP refunds (6 replies)
  22. ppa & seps (3 replies)
  23. Anything prohibiting a sole proprietor from continuing his SEP while adding a DB/412(i)? (1 reply)
  24. SEP Contributions (3 replies)
  25. Reviving an old SEP (3 replies)
  26. SIMPLE-IRA deferrals AFTER the year ends (1 reply)
  27. Simple IRA and 401(k) in a controlled group (2 replies)
  28. SEP Document with existing DB (2 replies)
  29. Definition of Compensation to Determine SEP Contribution (1 reply)
  30. SARSEP to 401(k) - new deferral election required? (2 replies)
  31. SIMPLE Exclusive Plan Rule (1 reply)
  32. Amending SEP or SIMPLE Plans (1 reply)
  33. 5305-SEP (2 replies)
  34. SEP and 403(b) (1 reply)
  35. Catch-up with SEP & 401k (30 replies)
  36. SARSEP to 401k Rollover Reversal? (2 replies)
  37. Contributing a bonus to a SIMPLE IRA (0 replies)
  38. SIMPLe IRA compensation (3 replies)
  39. Compensation cap (1 reply)
  40. Must update SEP document for EGTRRA if no further contributions under SEP going to be made? (7 replies)
  41. SARSEP Amendment re: Eligible Employees (3 replies)
  42. terminated employee and SIMPLE IRA (1 reply)
  43. New SIMPLE plan effective July 1 2007 (9 replies)
  44. SEP / SH401k New Comp in same year (1 reply)
  45. SIMPLE IRA SET UP (15 replies)
  46. Addition SIMPLE Set Up Question (2 replies)
  47. Definition of Comp 2% S-Corp Shareholder (1 reply)
  48. SEP Eligility (1 reply)
  49. SIMPLE IRA for domestic employee (1 reply)
  50. SEP - Am I eligible? (1 reply)
  51. Eligibility for 2% non-elective contribution (1 reply)
  52. Freeze SIMPLE 401k, start regular 401k (1 reply)
  53. SEP for a controlled group (2 replies)
  54. SEP Contribution for accounts not there (1 reply)
  55. Simple and 401K in the same year. (1 reply)
  56. SIMPLE Employer match (1 reply)
  57. Profit Sharing to SEP (2 replies)
  58. SIMPLE IRA Withdrawls (without Penalty) (3 replies)
  59. SIMPLE Plan for Non calandar year end client (1 reply)
  60. Freezing a SIMPLE 401(k) (0 replies)
  61. Terminate Safe Harbor 401(k)/Start SIMPLE (4 replies)
  62. SEP, Simple Plans and ERISA (6 replies)
  63. Simple Employer Matches & Withdrawals (1 reply)
  64. 401(a)(17) comp limit as it applies to SIMPLE IRA's (1 reply)
  65. SARSEP & SIMPLE IRA (3 replies)
  66. Safe Harbor to Simple (0 replies)
  67. Terminating a SIMPLE IRA Plan (1 reply)
  68. Adoption of Cross-Tested Plan after SIMPLE is Frozen (4 replies)
  69. Simple IRA plan - required to contribute? (1 reply)
  70. Excess SEP contributions (2 replies)
  71. full or short plan year (1 reply)
  72. A Real Mess - Part 2 (7 replies)
  73. SIMPLE IRA definition of Compensation (3 replies)
  74. RMD (1 reply)
  75. 5304 or 5305 (1 reply)
  76. Pension Protection Act of 2006 (1 reply)
  77. $450 compensation (6 replies)
  78. SARSEP protected during bankruptcy of company (1 reply)
  79. sep treated as a sarsep (2 replies)
  80. Terminating SAR-SEP and establishing a 401(k) (3 replies)
  81. SEP Contributions (1 reply)
  82. Simple IRA (1 reply)
  83. SEP contribution - sole proprietor's spouse (7 replies)
  84. Which plan is best for VERY SMALL business? (2 replies)
  85. SEP and Money purchase plan (2 replies)
  86. SEP (21 replies)
  87. Deadline for Salary Deferral Contributions (9 replies)
  88. one participant sep. max annual addition? (4 replies)
  89. SEP IRA Early Withdrawl For Health Reasons (2 replies)
  90. SIMPLE IRA (2 replies)
  91. change in sep plan sponsor (2 replies)
  92. Must all self-employment income be combined for SEP? (2 replies)
  93. Simple IRA to 401(K) (4 replies)
  94. SEP and PS Plan (3 replies)
  95. SIMPLE contribution calculation (1 reply)
  96. Short year SEP allowed? (1 reply)
  97. valid reason to stop this plan (3 replies)
  98. SEP: Which years are the "immediately preceding 5 years"? (2 replies)
  99. Affect of SIMPLE Plan on Earned Income (1 reply)
  100. SEP contribution for a terminated employee (2 replies)
  101. SARSEP Termination (1 reply)
  102. Simple IRA for 2 Companies (0 replies)
  103. Simple plan and SEP plan in the same year? (6 replies)
  104. is there an age limit for SEP contributions (3 replies)
  105. Post death contribution? (7 replies)
  106. SEP to 401k (6 replies)
  107. SARSEP Maximum Elective with Employer Contribution (6 replies)
  108. Excess Deferrals - SIMPLE IRA (0 replies)
  109. Simple IRA Required to be continued for 2006? (1 reply)
  110. SAR SEP Contributions (2 replies)
  111. SIMPLE & SH 401(k) (2 replies)
  112. severence pay-can you exclude it? (1 reply)
  113. Mid Year start for SIMPLE IRA; full yr comp? (4 replies)
  114. Amending SEP Eligiblity (3 replies)
  115. Why no rollover from a SEP IRA to a Qualified Plan? (1 reply)
  116. Simple IRA to 401k (1 reply)
  117. SEP calculation and deduction (1 reply)
  118. Waive Participation in a SEP (1 reply)
  119. SARSEP Asset or Liability (1 reply)
  120. Simple IRA - For previous year (2 replies)
  121. SIMPLE IRAs for self-employeds (5 replies)
  122. SEP IRA eligibility (1 reply)
  123. SIMPLE IRA (4 replies)
  124. Participating in 2 SEPS (7 replies)
  125. Person with 401k at work and self employment SIMPLE? (1 reply)
  126. Options for terminated SARSEP (5 replies)
  127. SEP Tax Deduction Available to Offset Rollover IRA (8 replies)
  128. SEP for LLC Members (3 replies)
  129. KETRA (2 replies)
  130. SIMPLE plan and 401(k) in same year (1 reply)
  131. Freeze or Terminate 401(k), Start SIMPLE (7 replies)
  132. Terminated SEP (1 reply)
  133. Simple IRA vs. Safe Harbor 401(k) (1 reply)
  134. SIMPLE deferrals not taken from bonus (1 reply)
  135. SIMPLE - Termination prior to Notice (1 reply)
  136. SARSEP, 401(k) Combination (7 replies)
  137. SIMPLE IRA - Yr end true up (2 replies)
  138. Are new contributions to a SEP set up by a previous employer allowed? (3 replies)
  139. SEP Controlled Group Question (1 reply)
  140. Simple Takeover (2 replies)
  141. 2 SEP plans for the same individual for 2 different companies. Is this allowable? (2 replies)
  142. Roth IRA rollable to Qualified Plan ? (1 reply)
  143. Rollover of SIMPLE IRA to Qualified Plan if over 59 1/2 (5 replies)
  144. Two separate Simple IRA Accounts (1 reply)
  145. SEP Contribution Deducted on Tax Return, Never Received by Custodian (1 reply)
  146. Simple IRA deferral question (3 replies)
  147. Foreign Earned Income Exclusion and Simple IRA (1 reply)
  148. Frozen SEP - IRA Contribution (1 reply)
  149. Who is included in a SEP? (12 replies)
  150. Contributions from multiple entities (1 reply)
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