SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Employee contributions to SEP and 415

   By AKconsult, July 16, 2008
   • 2 replies
   • 2.2k views
   • 
   • Gary Lesser
   • July 21, 2008

2. Fidelity Bond required?

   By Guest m.n.ouellette, July 16, 2008
   • 11 replies
   • 13.3k views
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   • Gary Lesser
   • July 21, 2008

3. Establishing a SEP after death

   By katieinny, July 15, 2008
   • 9 replies
   • 8.2k views
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   • Appleby
   • July 21, 2008

4. Simple _ Changing Eligibility

   By rfahey, July 11, 2008
   • 6 replies
   • 2.4k views
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   • Gary Lesser
   • July 21, 2008

5. SIMPLE Deposit Requirements

   By Guest Roger K., July 8, 2008
   • 3 replies
   • 2.3k views
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   • Bird
   • July 10, 2008

6. Fiscal Year partnership and Simple IRA

   By PTR2234, July 7, 2008
   • 2 replies
   • 3.4k views
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   • PTR2234
   • August 5, 2008

7. Failure to deposit Simple IRA contributions

   By jukeboy56, June 24, 2008
   • 1 reply
   • 2k views
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   • QDROphile
   • June 25, 2008

8. Simple IRA and Profit Sharing Plan?

   By Guest snmhanson, June 22, 2008
   • 6 replies
   • 5.3k views
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   • Guest
   • July 11, 2008

9. SIMPLE IRA - Ineligible Employer

   By KateSmithPA, June 11, 2008
   • 3 replies
   • 2.1k views
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   • Gary Lesser
   • July 7, 2008

10. SEP Document Requirement

    By Fisher, June 4, 2008
    • 2 replies
    • 1.3k views
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    • Fisher
    • June 5, 2008

11. Reverse ER SEP contribution?

    By Guest Carolyn Barnard, June 3, 2008
    • 1 reply
    • 2.1k views
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    • Gary Lesser
    • July 7, 2008

12. Exclusive Plan Rule

    By Guest Pat Metallic, May 27, 2008
    • 1 reply
    • 2.8k views
    • 
    • Gary Lesser
    • July 7, 2008

13. Eligibility for a SIMPLE IRA

    By Guest Jensen, May 27, 2008
    • 3 replies
    • 10.9k views
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    • jevd
    • May 28, 2008

14. Recharacterize Traditional IRA to SEP IRA

    By rfahey, April 25, 2008
    • 1 reply
    • 2.7k views
    • 
    • Gary Lesser
    • May 11, 2008

15. SIMPLE IRA to Safe Harbor 401(K)

    By Lori H, April 25, 2008
    • 2 replies
    • 2.6k views
    • 
    • Gary Lesser
    • May 9, 2008

16. Deferrals of Partners and Sole Proprietors

    By Guest Thornton, April 10, 2008
    • 4 replies
    • 2.8k views
    • 
    • Gary Lesser
    • May 9, 2008

17. SEP and Traditional IRA

    By Jilliandiz, April 7, 2008
    • 2 replies
    • 2.1k views
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    • Appleby
    • April 8, 2008

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

    By Guest mfitzgerald, March 31, 2008
    • 5 replies
    • 7.6k views
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    • Bird
    • July 21, 2008

19. SIMPLE IRA Match

    By commishvp, March 12, 2008
    • 1 reply
    • 1.7k views
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    • Appleby
    • March 13, 2008

20. SEP Beneficiaries

    By Guest PGH.ERISA, March 5, 2008
    • 4 replies
    • 3k views
    • 
    • Peter Gulia
    • March 6, 2008

21. Switching from SIMPLE 401k to regular 401k

    By J Simmons, March 4, 2008
    • 2 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

22. Timing of SEP contributions

    By MarZDoates, February 29, 2008
    • 3 replies
    • 2.9k views
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    • Belgarath
    • April 18, 2008

23. Existing SEP-IRA to new SEP IRA

    By Guest LifePlanner, February 26, 2008
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • March 17, 2008

24. Excess contributions to SEP

    By Guest ple-rj, February 25, 2008
    • 5 replies
    • 4k views
    • 
    • Gary Lesser
    • November 5, 2008

25. SIMPLE IRA and another plan?

    By Guest PMiller, February 25, 2008
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • March 17, 2008

26. SIMPLE plan & ownership change

    By Guest bmurphy61, January 8, 2008
    • 3 replies
    • 3.2k views
    • 
    • Gary Lesser
    • March 21, 2008

27. Continuing SIMPLE deferrals after maternity leave

    By Guest bmurphy61, January 8, 2008
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 8, 2008

28. Need Help! Employer switching from SARSEP to 401k

    By Guest Mt.High, December 21, 2007
    • 3 replies
    • 6.8k views
    • 
    • Guest
    • December 21, 2007

29. exclusive plan rule

    By Tom Poje, December 10, 2007
    • 8 replies
    • 2.9k views
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    • Tom Poje
    • December 11, 2007

30. Termination of Simple IRA -- How does story end?

    By Guest CMC, December 6, 2007
    • 11 replies
    • 11.8k views
    • 
    • Guest
    • March 24, 2008

31. SARSEP & Top-heavy

    By SMB, December 6, 2007
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • December 6, 2007

32. Open Enrollment?

    By Guest jeff100, December 3, 2007
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • December 4, 2007

33. SEP Contribution Limit

    By Guest Retirement4Life, November 21, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 30, 2007

34. SIMPLE IRA Excess Matching Contributions

    By Guest Bob Lees, November 16, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 16, 2007

35. SIMPLE IRA with ER contribution not yet made

    By bzorc, November 13, 2007
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • November 13, 2007

36. SIMPLE IRA notification

    By SMB, November 12, 2007
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • November 12, 2007

37. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • May 21, 2008

38. Terminating a SIMPLE 401k

    By MarZDoates, November 5, 2007
    • 2 replies
    • 2k views
    • 
    • MarZDoates
    • November 8, 2007

39. SEP contribution not made for ee

    By Monica Barnard, October 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 7, 2007

40. Contributions made to SEP-IRA and 401k-what is the Limit?

    By Bruddah Kimo, October 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • November 7, 2007

41. SEP IRA- June 30th Year End-Protoype vs 5305-SEP

    By Guest Nicholas, October 23, 2007
    • 1 reply
    • 3.3k views
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    • Gary Lesser
    • November 7, 2007

42. Rolling assets from a Simple IRA into a 401k

    By Guest LSULLIVAN, October 18, 2007
    • 1 reply
    • 2k views
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    • Appleby
    • October 18, 2007

43. GUST

    By Guest krijowri, October 17, 2007
    • 7 replies
    • 2.3k views
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    • Guest
    • October 18, 2007

44. Sole Proprietor Opt Out

    By rfahey, October 11, 2007
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • October 19, 2007

45. SIMPLE IRA question

    By Guest jchen78@gmail.com, October 8, 2007
    • 10 replies
    • 3.5k views
    • 
    • John G
    • October 10, 2007

46. Simple - Multiple accounts

    By Guest jeff100, October 3, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 3, 2007

47. 401(k) Rolled over ti SIMPLE by Mistake.

    By jevd, September 28, 2007
    • 4 replies
    • 1.9k views
    • 
    • Appleby
    • September 30, 2007

48. Simple IRA to simple 401K - same year

    By Guest pnj789, September 28, 2007
    • 9 replies
    • 3.1k views
    • 
    • Bird
    • October 2, 2007

49. SEP vs. 401k

    By Guest avascoe@hmvcpa.com, September 21, 2007
    • 1 reply
    • 2.8k views
    • 
    • Bird
    • September 22, 2007

50. Sole prop over contributed to a SEP, correction method?

    By Guest jc1457, September 20, 2007
    • 3 replies
    • 2.5k views
    • 
    • jevd
    • September 21, 2007