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BenefitsLink Message Boards > Retirement Plans > SEP, SARSEP and SIMPLE Plans
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  1. SEP and the 7.5% Gateway (1 reply)
  2. A Dumb simple IRA ? (1 reply)
  3. S-Corp SEP accounts for two shareholders (1 reply)
  4. Is this a prohibited transaction? (1 reply)
  5. SIMPLE IRA CONTRIBUTIONS (1 reply)
  6. Simple IRA - How should plan sponsor correcti past years contributions errors and reconcile with participants? (1 reply)
  7. Single K - for S Corp - Dividend income VS salary (4 replies)
  8. SEP Dual Eligibility? (2 replies)
  9. exclusions from SIMPLE-IRA eligibility (3 replies)
  10. Can s-corp partners in an LLC have their own SEP's (5 replies)
  11. rollover from sar-sep to 401K (1 reply)
  12. Errant SEP contribution (1 reply)
  13. simple 401k eligibility (1 reply)
  14. SEP coverage for disabled employee? (1 reply)
  15. 25% Penalty (1 reply)
  16. Termination of SARSEP plan to install 401(k) plan (2 replies)
  17. Simple document requirements (2 replies)
  18. When is contribution deemed made - date on check or date sent to fina inst? (3 replies)
  19. Basis in Traditional/SIMPLE IRAs? (9 replies)
  20. Simple (1 reply)
  21. Pre-funding a SEP IRA (6 replies)
  22. change in corporate structure and SEPs (1 reply)
  23. SIMPLE IRA & 401k start-up (3 replies)
  24. Termination of SIMPLE IRA (1 reply)
  25. Establishing a new SEP when the ER had a DB plan that was terminated long ago. (1 reply)
  26. SEP for owner while 401(k) maintained for staff? (3 replies)
  27. Opening of SEP account (6 replies)
  28. SIMPLE IRA Deductiblity Issues (1 reply)
  29. Timing of Deferral deposits for Self employeds (7 replies)
  30. Is compensation based only on the calendar year in the case of a fiscal year SEP Plan? (4 replies)
  31. Individual SEP IRA's for for LLC Partners (3 replies)
  32. Return of employer contribution (1 reply)
  33. participant in a simple AND 403b plan (3 replies)
  34. Corp switches from SEP to PS plan mid-year; have to count contributions under both for "annual additions" testing? (1 reply)
  35. Deadline for SIMPLE deferrals for self employed or partners (1 reply)
  36. Aggregation of SARSEP w/ Qualified Plan (2 replies)
  37. SIMPLE IRA Entry dates (1 reply)
  38. fixing missed contribution (3 replies)
  39. SARSEP contribution limits (1 reply)
  40. Customized SEP Docs; multiple plans (2 replies)
  41. Catch up for SIMPLE (2 replies)
  42. SIMPLE 401(k) deadline ? (1 reply)
  43. Is ther any such thing as a 3% safe harbor SAR SEP Plan ? (1 reply)
  44. Maximum contribution to EE's SARSEP (2 replies)
  45. Integrated SEP Plan maximums (1 reply)
  46. QP-SEP ILLUSTRATOR UPDATE (0 replies)
  47. Non calandar year SIMPLE IRA plans (2 replies)
  48. Simple IRA issues (1 reply)
  49. SEP and Roth, can you have both (1 reply)
  50. IRAs and Escheatment Fees (9 replies)
  51. HCE optout (1 reply)
  52. SARSEP Termination (1 reply)
  53. SEP/SIMPLE - Qualified Plans? (2 replies)
  54. Mid-Year adoption of 401(k)-- IRC 402(g) issues (6 replies)
  55. SEPS & partnerships (1 reply)
  56. Defined benefit plan with SEP (1 reply)
  57. SARSEP to Qualified Plan (3 replies)
  58. SEP v. SARSEP v. PROFIT SHARING PLAN (3 replies)
  59. What is partnership income for purposes of determining compensation for making an employer SIMPLE IRA contribution? (3 replies)
  60. Simple Plan and controlled group (1 reply)
  61. Simple IRA (2 replies)
  62. Controlled Group Fact Pattern? (1 reply)
  63. Partnership with a SARSEP changes to S Corp 10/1/03-- okay to adopt 401k plan as of 10/1/03? (1 reply)
  64. Can an executor of a dead farmer's estate make a SEP contribution on the final return in the year of the farmer's death? (3 replies)
  65. How to terminate a SEP arrangement? (1 reply)
  66. Do amounts contributed as catch up contributions to a SIMPLE IRA affect the ability to make catch up contributions to the plan of another employer such as a 401(k) or 403(b)? (2 replies)
  67. Participate in PS Plan? (5 replies)
  68. SEP-IRA Contributions (1 reply)
  69. SEP IRA coverage (1 reply)
  70. 5305 SEP & P/S Plan (1 reply)
  71. SEP Investments (1 reply)
  72. Simple 401(k) (1 reply)
  73. VCP SIMPLE IRA Plan Compliance Statement Issued (0 replies)
  74. Unrelated Business Taxable Income (1 reply)
  75. Dissolving sponsor (1 reply)
  76. Is SEP a Plan for 5500 $100,000 rule? (3 replies)
  77. Rev. Proc. 2003-44 -- SIMPLE Plans covered (3 replies)
  78. Employer can't have a MPPP and a SEP ?? (9 replies)
  79. SEP Eligibility (2 replies)
  80. SEP Eligibility and Deduction Limit (3 replies)
  81. Conversions/Recharacterizations (1 reply)
  82. er does not remit ee contrib to SIMPLE IRAs (1 reply)
  83. Changing a simple401k to just a 401(k) (2 replies)
  84. Simple Employer Contributions (3 replies)
  85. SIMPLE & Safe Harbor 401(k) Plan (1 reply)
  86. SIMPLE Notice penalties (1 reply)
  87. Simple Distribution Rules (2 replies)
  88. Simple 401(k) Plan (0 replies)
  89. SIMPLE IRAs (1 reply)
  90. Withdrawal of excess contributions (1 reply)
  91. SARSEP Contributions (1 reply)
  92. SIMPLE-IRA teamed with qualified plan (1 reply)
  93. Recharacterize - list contrib & date? (1 reply)
  94. SEP - exclsusions (1 reply)
  95. SIMPLE COMPENSATION (1 reply)
  96. How do you terminate a SIMPLE? (2 replies)
  97. SIMPLE and late deferrals (4 replies)
  98. Compensation prior to effective date (2 replies)
  99. SEP to safe harbor (3 replies)
  100. Terming a Simple IRA in Mid year. (1 reply)
  101. SIMPLE IRA (1 reply)
  102. SARSEP - effect of unsigned original adoption agreement (13 replies)
  103. SIMPLE & Self-employed contribution (1 reply)
  104. SEP Contributions (1 reply)
  105. SEPS and Married Filing Joint (1 reply)
  106. Conversion of SIMPLE IRA balance to a Roth IRA (2 replies)
  107. Simple plans (1 reply)
  108. SEP Integration: Reduction of $40,000 limit (14 replies)
  109. SEP contribution for deceased owner (2 replies)
  110. Not so SIMPLE IRA (1 reply)
  111. Maximum Age in SIMPLE IRA (1 reply)
  112. Levy (1 reply)
  113. Non-profit (1 reply)
  114. SIMPLE IRA: employer contributions (1 reply)
  115. new 401k,but maintained SIMPLE (5 replies)
  116. SARSEP Continuation (1 reply)
  117. SIMPLE IRA deferrals - are they employee assets or employer's? (4 replies)
  118. Sole Proprietor Incorporates--SEP Eligibility Question (1 reply)
  119. Simple IRA (1 reply)
  120. SIMPLE IRA: sole proprietor: return of contributions (9 replies)
  121. Client has SEP wants 401(k) (6 replies)
  122. SEP for partnership (1 reply)
  123. Can SIMPLE IRA assets be rolled over to a 401K Plan? (1 reply)
  124. Simple match in short year (2 replies)
  125. Sep At Multiple Brikerage Accounts (1 reply)
  126. SEP conversion (7 replies)
  127. SIMPLE IRA - Maximum Age (1 reply)
  128. SEP - SIMPLE re family ownership (1 reply)
  129. SARSEP and Profit Sharing Plan (4 replies)
  130. Affiliated service group in this situation? (1 reply)
  131. Simple IRA terminated participant (1 reply)
  132. Stupid SEP funding question (3 replies)
  133. Sep & Simple, Same Ownership -- Excesses (1 reply)
  134. SARSEP limits (1 reply)
  135. SIMPLE IRA prototype - can we use documents while waiting for IRS fili (1 reply)
  136. SIMPLE to 401k (4 replies)
  137. SEP % limit (3 replies)
  138. Undo SIMPLE IRA Contributions (1 reply)
  139. SEP-IRA and non integrated 401(K) together (1 reply)
  140. SAR SEP ADP Test - Family Aggregation (1 reply)
  141. Terminating a SIMPLE. (2 replies)
  142. SIMPLE plan: When does employer have to match ? (8 replies)
  143. 401(k) Rollover to SIMPLE IRA (5 replies)
  144. Simple Ira (1 reply)
  145. SIMPLE IRA Plan for 2002, adopted in late December? (4 replies)
  146. Excess Employer Contributions to SIMPLE IRA (2 replies)
  147. Sarsep Rollover To Qualified Plan (5 replies)
  148. SEP & Qualified Plan Contribution (1 reply)
  149. Percentage of Contribution Limit (1 reply)
  150. SAR SEP IRS Audit (1 reply)
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