SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SIMPLE Deposit Requirements

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

2. Fiscal Year partnership and Simple IRA

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

3. Failure to deposit Simple IRA contributions

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

4. Simple IRA and Profit Sharing Plan?

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

5. SIMPLE IRA - Ineligible Employer

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

6. SEP Document Requirement

   By Fisher, June 4, 2008
   • 2 replies
   • 1.2k views
   • 
   • Fisher
   • June 5, 2008

7. Reverse ER SEP contribution?

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

8. Exclusive Plan Rule

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

9. Eligibility for a SIMPLE IRA

   By Guest Jensen, May 27, 2008
   • 3 replies
   • 10.7k views
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   • jevd
   • May 28, 2008

10. Recharacterize Traditional IRA to SEP IRA

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

11. SIMPLE IRA to Safe Harbor 401(K)

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

12. Deferrals of Partners and Sole Proprietors

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

13. SEP and Traditional IRA

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

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

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

15. SIMPLE IRA Match

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

16. SEP Beneficiaries

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

17. Switching from SIMPLE 401k to regular 401k

    By J Simmons, March 4, 2008
    • 2 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

18. Timing of SEP contributions

    By MarZDoates, February 29, 2008
    • 3 replies
    • 2.8k views
    • 
    • Belgarath
    • April 18, 2008

19. Existing SEP-IRA to new SEP IRA

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

20. Excess contributions to SEP

    By Guest ple-rj, February 25, 2008
    • 5 replies
    • 3.9k views
    • 
    • Gary Lesser
    • November 5, 2008

21. SIMPLE IRA and another plan?

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

22. SIMPLE plan & ownership change

    By Guest bmurphy61, January 8, 2008
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • March 21, 2008

23. Continuing SIMPLE deferrals after maternity leave

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

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

    By Guest Mt.High, December 21, 2007
    • 3 replies
    • 6.7k views
    • 
    • Guest
    • December 21, 2007

25. exclusive plan rule

    By Tom Poje, December 10, 2007
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • December 11, 2007

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

    By Guest CMC, December 6, 2007
    • 11 replies
    • 11.7k views
    • 
    • Guest
    • March 24, 2008

27. SARSEP & Top-heavy

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

28. Open Enrollment?

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

29. SEP Contribution Limit

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

30. SIMPLE IRA Excess Matching Contributions

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

31. SIMPLE IRA with ER contribution not yet made

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

32. SIMPLE IRA notification

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

33. COLA and Rollover Chart for 2007 and 2008

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

34. Terminating a SIMPLE 401k

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

35. SEP contribution not made for ee

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

36. 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

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

    By Guest Nicholas, October 23, 2007
    • 1 reply
    • 3.2k views
    • 
    • Gary Lesser
    • November 7, 2007

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

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

39. GUST

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

40. Sole Proprietor Opt Out

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

41. SIMPLE IRA question

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

42. Simple - Multiple accounts

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

43. 401(k) Rolled over ti SIMPLE by Mistake.

    By jevd, September 28, 2007
    • 4 replies
    • 1.8k views
    • 
    • Appleby
    • September 30, 2007

44. Simple IRA to simple 401K - same year

    By Guest pnj789, September 28, 2007
    • 9 replies
    • 3k views
    • 
    • Bird
    • October 2, 2007

45. SEP vs. 401k

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

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

    By Guest jc1457, September 20, 2007
    • 3 replies
    • 2.4k views
    • 
    • jevd
    • September 21, 2007

47. RETIREMENT PLAN ILLUSTRATION CALCULATOR

    By Gary Lesser, September 18, 2007
    • 4 replies
    • 4.3k views
    • 
    • Gary Lesser
    • November 26, 2008

48. QNEC for SARSEP ADP correction

    By Guest ladycpa2, September 18, 2007
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 18, 2007

49. SEP and MPPP

    By lexi, September 17, 2007
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • September 18, 2007

50. SIMPLE IRA - Control Group Issue

    By Guest carolinawind, August 28, 2007
    • 3 replies
    • 4.4k views
    • 
    • Gary Lesser
    • August 28, 2007