SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. RETIREMENT PLAN ILLUSTRATION CALCULATOR

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

2. QNEC for SARSEP ADP correction

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

3. SEP and MPPP

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

4. SIMPLE IRA - Control Group Issue

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

5. SEP that excludes controlled group members?

   By Guest beppie_stark, August 21, 2007
   • 5 replies
   • 7.1k views
   • 
   • Gary Lesser
   • August 28, 2007

6. EE limit if in 2 SIMPLE's

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

7. sep vs keogh plan - contributions after age 70.5

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

8. 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

9. Amend SIMPLE (k) to traditional (k)

   By MSN, August 7, 2007
   • 3 replies
   • 2.2k views
   • 
   • Kimberly S
   • January 11, 2008

10. Requiring Employees to Establish SEP at xx institution

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

11. Limit for Employee with Two Plans

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

12. Is this an egregious error?

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

13. Employee never got into SIMPLE - consequences

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

14. Employee incorrectly classified as Independent Cont.

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

15. 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

16. SEP refunds

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

17. 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

18. Controlled Group Status Change - Mid Year

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

19. SEP Contributions

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

20. SIMPLE 401(k)

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

21. ppa & seps

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

22. SEP Corrections

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

23. Reviving an old SEP

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

24. SIMPLE-IRA deferrals AFTER the year ends

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

25. amending a SEP

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

26. 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

27. Definition of Compensation to Determine SEP Contribution

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

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

    By Guest fiddler, March 19, 2007
    • 2 replies
    • 4.1k views
    • 
    • J Simmons
    • March 22, 2007

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

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

30. SIMPLE Exclusive Plan Rule

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

31. SEP Document with existing DB

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

32. Roth option for SIMPLE IRAs?

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

33. Amending SEP or SIMPLE Plans

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

34. SARSEP to 401k Rollover Reversal?

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

35. SEP and 403(b)

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

36. Contributing a bonus to a SIMPLE IRA

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

37. 5305-SEP

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

38. Compensation cap

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

39. SIMPLe IRA compensation

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

40. SEP Prototype Provision

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

41. terminated employee and SIMPLE IRA

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

42. Addition SIMPLE Set Up Question

    By Guest Gary S, January 11, 2007
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 17, 2007

43. Definition of Comp 2% S-Corp Shareholder

    By MarZDoates, January 10, 2007
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 11, 2007

44. SEP Eligility

    By Fisher, January 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 9, 2007

45. SIMPLE IRA SET UP

    By Guest Gary S, January 9, 2007
    • 15 replies
    • 4.2k views
    • 
    • Gary Lesser
    • January 19, 2007

46. SIMPLE IRA for domestic employee

    By Guest Clio, January 8, 2007
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • January 8, 2007

47. New SIMPLE plan effective July 1 2007

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

48. SEP - Am I eligible?

    By Guest grokohl, December 29, 2006
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • December 29, 2006

49. SEP / SH401k New Comp in same year

    By Guest Suanne, December 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 19, 2007

50. Eligibility for 2% non-elective contribution

    By Guest bmurphy61, December 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • saabraa
    • December 16, 2006