SEP, SARSEP and SIMPLE Plans

1,532 topics in this forum

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

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

2. SEP Prototype Provision

   By Gary Lesser, January 23, 2007
   • 6 replies
   • 2.9k views
   • 
   • Gary Lesser
   • October 18, 2007

3. GUST

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

4. SIMPLE IRA question

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

5. Simple - Multiple accounts

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

6. Simple IRA to simple 401K - same year

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

7. SIMPLE 401(k)

   By Archimage, April 27, 2007
   • 2 replies
   • 2.5k views
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   • R. Butler
   • October 2, 2007

8. 401(k) Rolled over ti SIMPLE by Mistake.

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

9. SEP vs. 401k

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

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

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

11. QNEC for SARSEP ADP correction

    By Guest ladycpa2, September 18, 2007
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 18, 2007

12. SEP and MPPP

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

13. Impact of changing from a non-DFI to a DFI plan

    By Guest Richard Plant, August 8, 2007
    • 1 reply
    • 10.1k views
    • 
    • Gary Lesser
    • August 28, 2007

14. SEP that excludes controlled group members?

    By Guest beppie_stark, August 21, 2007
    • 5 replies
    • 7k views
    • 
    • Gary Lesser
    • August 28, 2007

15. SIMPLE IRA - Control Group Issue

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

16. EE limit if in 2 SIMPLE's

    By Sully, August 20, 2007
    • 4 replies
    • 2.4k views
    • 
    • Belgarath
    • August 21, 2007

17. Is this an egregious error?

    By Gary Lesser, July 25, 2007
    • 5 replies
    • 2.9k views
    • 
    • Gary Lesser
    • August 16, 2007

18. sep vs keogh plan - contributions after age 70.5

    By Guest kprhok, August 8, 2007
    • 2 replies
    • 4.8k views
    • 
    • Guest
    • August 8, 2007

19. Does federal law prohibit surrender charges or CDSC for Simple IRA assets?

    By Guest Richard Plant, July 9, 2007
    • 4 replies
    • 3.7k views
    • 
    • Belgarath
    • August 8, 2007

20. Limit for Employee with Two Plans

    By Francis, July 30, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 4, 2007

21. Requiring Employees to Establish SEP at xx institution

    By Guest kprhok, August 2, 2007
    • 7 replies
    • 2.3k views
    • 
    • Appleby
    • August 2, 2007

22. Employee never got into SIMPLE - consequences

    By rfahey, July 24, 2007
    • 7 replies
    • 2.9k views
    • 
    • Gary Lesser
    • July 27, 2007

23. Roth option for SIMPLE IRAs?

    By Kimberly S, March 2, 2007
    • 2 replies
    • 2.1k views
    • 
    • Gary Lesser
    • July 20, 2007

24. SIMPLE or SEP for freelance income? (first time post)

    By Guest cn22, March 26, 2007
    • 12 replies
    • 4.7k views
    • 
    • Gary Lesser
    • July 20, 2007

25. amending a SEP

    By Guest NancyF, March 30, 2007
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • July 20, 2007

26. Controlled Group Status Change - Mid Year

    By MarZDoates, June 7, 2007
    • 5 replies
    • 3.1k views
    • 
    • Gary Lesser
    • July 20, 2007

27. Employee incorrectly classified as Independent Cont.

    By MarZDoates, July 19, 2007
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 20, 2007

28. SEP Corrections

    By Fisher, April 13, 2007
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • July 20, 2007

29. SEP refunds

    By Lori H, June 18, 2007
    • 6 replies
    • 2.7k views
    • 
    • J Simmons
    • June 19, 2007

30. ppa & seps

    By Beemer, April 25, 2007
    • 3 replies
    • 2.2k views
    • 
    • Beemer
    • June 18, 2007

31. Anything prohibiting a sole proprietor from continuing his SEP while adding a DB/412(i)?

    By Lori H, June 11, 2007
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • June 12, 2007

32. SEP Contributions

    By Guest jetfaninmn, May 1, 2007
    • 3 replies
    • 2.3k views
    • 
    • Belgarath
    • May 2, 2007

33. Reviving an old SEP

    By steve-o, April 7, 2007
    • 3 replies
    • 2.3k views
    • 
    • steve-o
    • April 16, 2007

34. SIMPLE-IRA deferrals AFTER the year ends

    By Guest Fred Bee, April 6, 2007
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • April 6, 2007

35. Simple IRA and 401(k) in a controlled group

    By Guest fiddler, March 19, 2007
    • 2 replies
    • 4k views
    • 
    • J Simmons
    • March 22, 2007

36. SEP Document with existing DB

    By Jim Norman, March 7, 2007
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • March 22, 2007

37. Definition of Compensation to Determine SEP Contribution

    By MarZDoates, March 20, 2007
    • 1 reply
    • 2.9k views
    • 
    • masteff
    • March 21, 2007

38. SARSEP to 401(k) - new deferral election required?

    By masteff, March 14, 2007
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • March 16, 2007

39. SIMPLE Exclusive Plan Rule

    By Guest Thornton, March 8, 2007
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • March 9, 2007

40. Amending SEP or SIMPLE Plans

    By rfahey, February 23, 2007
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • March 3, 2007

41. 5305-SEP

    By Randy Watson, January 30, 2007
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 14, 2007

42. SEP and 403(b)

    By Randy Watson, February 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 9, 2007

43. Catch-up with SEP & 401k

    By DP, April 12, 2005
    • 30 replies
    • 7.2k views
    • 
    • Belgarath
    • February 8, 2007

44. SARSEP to 401k Rollover Reversal?

    By Guest Brendan McKee, February 6, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • February 7, 2007

45. Contributing a bonus to a SIMPLE IRA

    By katieinny, February 2, 2007
    • 0 replies
    • 2.7k views
    • 
    • katieinny
    • February 2, 2007

46. SIMPLe IRA compensation

    By Guest Lil Anderson, January 24, 2007
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • January 25, 2007

47. Compensation cap

    By Moe Howard, January 25, 2007
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 25, 2007

48. SARSEP Amendment re: Eligible Employees

    By Christine Roberts, October 17, 2000
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • January 23, 2007

49. terminated employee and SIMPLE IRA

    By Guest SCB, January 23, 2007
    • 1 reply
    • 4.4k views
    • 
    • Gary Lesser
    • January 23, 2007

50. New SIMPLE plan effective July 1 2007

    By rfahey, January 2, 2007
    • 9 replies
    • 2.5k views
    • 
    • Belgarath
    • January 19, 2007