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BenefitsLink Message Boards > Retirement Plans > SEP, SARSEP and SIMPLE Plans
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  1. terminate Simple IRA, start Safe Harbor 401(k) non calendar year...possible? (2 replies)
  2. SIMPLE IRA after acquisition (0 replies)
  3. Definition of owner's total "compensation" for an S-corp SIMPLE-IRA (3 replies)
  4. age 70 1/2 RMDs (2 replies)
  5. Deferral of one-time bonus into SIMPLE (4 replies)
  6. Failure of employer to follow all Simple-IRA steps (40 replies)
  7. Miscalculated Elibility in SIMPLE plan (3 replies)
  8. SIMPLE Contribution made to wrong participant's account (2 replies)
  9. Correction of Partnership SEP (5 replies)
  10. Expanding SIMPLE Investment Providors (1 reply)
  11. Stopping employer SIMPLE contributions (2 replies)
  12. Terminate a PS to start a SIMPLE (3 replies)
  13. SEP Documents (5 replies)
  14. Both SIMPLE & qual plan as a result of company merger (1 reply)
  15. SIMPLE IRA death settlement (9 replies)
  16. SIMPLE IRA for an LLC owner (8 replies)
  17. US Corporation with foreign subsidiary and SIMPLE-IRA Plan. (1 reply)
  18. SARSEP to terminate,50% for yr not met, SH 401k to replace SARSEP (3 replies)
  19. Simple 401(k) Plan restated as 401(k) Plan ? (2 replies)
  20. SEP in combination with 401(k) Profit Sharing (1 reply)
  21. SIMPLE IRA Exclusive Benefit Rule (2 replies)
  22. Is SEP a successor plan? (3 replies)
  23. Is there a minimum time period for a plan sponsor to have a simple ira in operation. (1 reply)
  24. Different eligibility for current vs future SEP participants? (6 replies)
  25. IRA Contribution deadline- Fiscal year (1 reply)
  26. SEP-IRA- former sole proprietor, now self -employed consultant (1 reply)
  27. Do affiliated service groups rules of 414(m) apply to a corporate dire (4 replies)
  28. Amended 1040 - Excess contibutions? (2 replies)
  29. Qualification failure ..... Plan Document Failure...? (24 replies)
  30. Old SARSEP with 30-hour per week eligibility (1 reply)
  31. SIMPLE IRA Distribution ? (4 replies)
  32. Improper SIMPLE contributions (1 reply)
  33. SIMPLE - Break in Service (2 replies)
  34. SEP Allowable when owner of another business? (2 replies)
  35. Simple IRA contribution timing (2 replies)
  36. Simple IRA vs. SEP IRA (2 replies)
  37. SIMPLE IRA in place, 401(k)/PS Plan wants to be added (5 replies)
  38. Owner contributins to simple 401k (2 replies)
  39. young married couple looking to do something with self employed income. SEP? (5 replies)
  40. can a SEP exclude certain employees and when should benefits begin for new employees? (9 replies)
  41. Maximum contributions to SIMPLE plan (1 reply)
  42. Simple and Solo 401k (2 replies)
  43. SEP and 401k together (1 reply)
  44. Can you include SOME of your collective bargained employees in your SIMPLE plan? (1 reply)
  45. Sole Proprietor dies - can a SEP contribution be made? (1 reply)
  46. SIMPLE IRA Plan with a 403B plan - limits (3 replies)
  47. Obtain IRS ruling on individually designed SEP? (11 replies)
  48. SEP IRA--Using the integrated formula (4 replies)
  49. Can an employer make a catchup contribution to a SEP? (1 reply)
  50. Forfeitures (1 reply)
  51. SIMPLE established by ineligible employer (14 replies)
  52. SEP contribution for termed employees (1 reply)
  53. Affiliated Service Group leased employee coverage (2 replies)
  54. 1 SARSEP 2 Documents? (1 reply)
  55. part of HCE SEP contribution not made (2 replies)
  56. SEP contributions -- New business (1 reply)
  57. Excluding owner from SEP (1 reply)
  58. SEP contributions (4 replies)
  59. 401(k) to replace SImple IRA (1 reply)
  60. Simple Contribution Requirements (8 replies)
  61. Employee giving wrong account number for SEP IRA (7 replies)
  62. Waiting period to start simple-IRA? (1 reply)
  63. failure to remit SIMPLE IRA deferrals (3 replies)
  64. SIMPLE IRAs - any protection (3 replies)
  65. Making SEP contributions for terminated employees (16 replies)
  66. Taxes and Sarsep early withdraw questions? (4 replies)
  67. How can SARSEP limits be changed in Congress to allow contributions to be calculated like 401(k) plans (for both EE & ER contributions)? (1 reply)
  68. NO Contributions to SIMPLE but not officially terminated (1 reply)
  69. Terminating SEP plan, correcting prior years deposits (2 replies)
  70. Distribution from SEP IRA (1 reply)
  71. Model SEP and Qualified 401(k) in Same Year (0 replies)
  72. SIMPLE IRA AND PARTNERSHIPS (1 reply)
  73. Accidental SIMPLE (1 reply)
  74. SIMPLE IRA Controlled group (6 replies)
  75. SARSEP - HCE catchup contribution - ADP test limits percentage (3 replies)
  76. Employee closes simple acct prior to matching contribution being made (2 replies)
  77. SIMPLE "receivable" (1 reply)
  78. UBTI and Canadian Royalty Trusts in qualified retirement plans (6 replies)
  79. SIMPLE IRA as a 1 Year "substitute" (2 replies)
  80. Exclusive Rule - Simple IRA & PS Plan (2 replies)
  81. Contribution deadline for non-profits (1 reply)
  82. Simple IRA rollover (3 replies)
  83. Life Insurance with SEP money (3 replies)
  84. Non-Contributory SEP (10 replies)
  85. May partners elect out of coverage of partnership's SEP? (1 reply)
  86. Termination of SIMPLE 401(k) (1 reply)
  87. Excess SEP Contribution (SARSEP 125% rule) (6 replies)
  88. SEP eligibility and longevity (3 replies)
  89. SARSEP and New DB plan (2 replies)
  90. Excess Employer Simple contributions for 2003 & 2004 (1 reply)
  91. SEP plan - calendar vs fiscal year (2 replies)
  92. 2003 SEP Contribution not satisfied! (6 replies)
  93. SARSEP - Active Participation for IRA Purposes (1 reply)
  94. What recourse do employees have when their SEP contributions taken from pay is not deposited by employer? (4 replies)
  95. SEP entry date (turned 21 during current plan year). (1 reply)
  96. DB plan terminated (1 reply)
  97. SEP rollover to 401(k) - 2 year requirement? (1 reply)
  98. Termination of 401(k) to establish SIMPLE IRA (4 replies)
  99. Exception to 10% early withdrawal penalty (1 reply)
  100. Definition of "Compensation" for calculations in a SAR SEP Plan (2 replies)
  101. SEP final year (1 reply)
  102. SIMPLE distributions (6 replies)
  103. How to handle a SIMPLE with more than 100 employees? (1 reply)
  104. Terminating a simple IRA (1 reply)
  105. Simple 401k and Plan Design Limits (0 replies)
  106. postponement of RMD from SIMPLE plan (4 replies)
  107. After Tax $ in a SIMPLE IRA (2 replies)
  108. Wants to convert from SEP to DB Plan in 2004 (1 reply)
  109. Terminating a Simple IRA plan and opening a 401k plan (4 replies)
  110. Real-Estate investment (3 replies)
  111. Compensation Limit (1 reply)
  112. annual fees (6 replies)
  113. SEP IRA contribution for earnings from two calendar years (4 replies)
  114. Termination of SARSEP (1 reply)
  115. Employer maintain SARSEP and a 401(k)? (4 replies)
  116. late SEP contribution (1 reply)
  117. ADP test for SARSEP (2 replies)
  118. Simple - IRA Plan Eligibility (1 reply)
  119. owner of company with 401(k0 buying company with SIMPLE (2 replies)
  120. Rollover from 401(k) to SIMPLE? (5 replies)
  121. Adopting SEP, but had terminated DB plan (1 reply)
  122. SIMPLE IRA - setup mistake (4 replies)
  123. FY SARSEP (7/31/05 plan yr end), can SIMPLE 401k be estab if SARSEP terminated 12/31/04? (2 replies)
  124. Company with SARSEP purchasing Company with 401(k) (3 replies)
  125. SEP Sponsored by Local Union (1 reply)
  126. Inte-Greater Software (Online Version Available) (0 replies)
  127. Can this individual adopt a SIMPLE plan? (3 replies)
  128. Is there anything to prevent a MP plan from converting to a SIMPLE-401(k)? (1 reply)
  129. Controlled Group question (2 replies)
  130. excess sep contrib after amending 1040 (1 reply)
  131. Does ERISA apply to SEP-IRAs ? (2 replies)
  132. Partial Discontinuance of a Prototype SIMPLE IRA (1 reply)
  133. Eligibility issues when going from SEP to a 401k (1 reply)
  134. SEP-IRA Controlled Group (1 reply)
  135. 25% penalty in 1st 2 years (2 replies)
  136. Exclusion Allowance (0 replies)
  137. 25% Prototype SEP Allocation Limit (0 replies)
  138. Are catch-ups an "elective deferral described in section 402(g)(3)"? (0 replies)
  139. Can we establish a SEP for 2003 now? (2 replies)
  140. SIMPLE Plan and TSP Contributions (1 reply)
  141. SEP contribution after S Corp has filed tax return (3 replies)
  142. Termination of PS plan in 2003 (not yet funded); OK to start SIMPLE plan 10/1/03? (7 replies)
  143. Canadian Company Set Up SEP (0 replies)
  144. Reporting SEP contributions to IRS (7 replies)
  145. Stopping Employer Contributions to a SEP (2 replies)
  146. Dumb Q re SEP qualification (5 replies)
  147. SEP funding and "reason" for extension (3 replies)
  148. Nondeductible SEP contribution refundable? (8 replies)
  149. SIMPLE is replaced by a Qualified Plan (4 replies)
  150. Profit Sharing Plan and SEP (2 replies)
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