SEP, SARSEP and SIMPLE Plans

1,536 topics in this forum

1. Compensation cap

   By Moe Howard, January 25, 2007
   • 1 reply
   • 1.8k views
   • 
   • Gary Lesser
   • January 25, 2007

2. SARSEP Amendment re: Eligible Employees

   By Christine Roberts, October 17, 2000
   • 3 replies
   • 2.7k views
   • 
   • Gary Lesser
   • January 23, 2007

3. terminated employee and SIMPLE IRA

   By Guest SCB, January 23, 2007
   • 1 reply
   • 4.5k views
   • 
   • Gary Lesser
   • January 23, 2007

4. New SIMPLE plan effective July 1 2007

   By rfahey, January 2, 2007
   • 9 replies
   • 2.7k views
   • 
   • Belgarath
   • January 19, 2007

5. SEP / SH401k New Comp in same year

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

6. SIMPLE IRA SET UP

   By Guest Gary S, January 9, 2007
   • 15 replies
   • 4.4k views
   • 
   • Gary Lesser
   • January 19, 2007

7. Addition SIMPLE Set Up Question

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

8. Definition of Comp 2% S-Corp Shareholder

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

9. SEP Eligility

   By Fisher, January 9, 2007
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • January 9, 2007

10. SIMPLE IRA for domestic employee

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

11. SEP - Am I eligible?

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

12. Eligibility for 2% non-elective contribution

    By Guest bmurphy61, December 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • saabraa
    • December 16, 2006

13. Freeze SIMPLE 401k, start regular 401k

    By Guest anne1, December 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • December 13, 2006

14. SEP for a controlled group

    By Bird, December 6, 2006
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • December 7, 2006

15. SEP Contribution for accounts not there

    By Guest JBarid, November 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 6, 2006

16. Simple and 401K in the same year.

    By Guest Archimedes, December 4, 2006
    • 1 reply
    • 2.6k views
    • 
    • txdd
    • December 4, 2006

17. SIMPLE Employer match

    By Guest nicola, November 27, 2006
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • November 27, 2006

18. Profit Sharing to SEP

    By Guest WWPDRC, October 26, 2006
    • 2 replies
    • 2.4k views
    • 
    • Gary Lesser
    • November 20, 2006

19. SIMPLE IRA Withdrawls (without Penalty)

    By Guest RobertG, October 22, 2006
    • 3 replies
    • 2.3k views
    • 
    • Gary Lesser
    • November 20, 2006

20. SIMPLE Plan for Non calandar year end client

    By rfahey, November 13, 2006
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • November 13, 2006

21. Freezing a SIMPLE 401(k)

    By Randy Watson, November 7, 2006
    • 0 replies
    • 1.9k views
    • 
    • Randy Watson
    • November 7, 2006

22. Terminate Safe Harbor 401(k)/Start SIMPLE

    By MarZDoates, November 1, 2006
    • 4 replies
    • 1.8k views
    • 
    • MarZDoates
    • November 2, 2006

23. SEP, Simple Plans and ERISA

    By Guest Learner, May 24, 2006
    • 6 replies
    • 22.5k views
    • 
    • Guest
    • October 28, 2006

24. Simple Employer Matches & Withdrawals

    By Guest carolinawind, October 25, 2006
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • October 26, 2006

25. 401(a)(17) comp limit as it applies to SIMPLE IRA's

    By Beltane, October 25, 2006
    • 1 reply
    • 2.8k views
    • 
    • Appleby
    • October 25, 2006

26. SARSEP & SIMPLE IRA

    By Guest jackies, October 13, 2006
    • 3 replies
    • 3.2k views
    • 
    • Appleby
    • October 14, 2006

27. Safe Harbor to Simple

    By Guest mparker2028, October 10, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 10, 2006

28. Terminating a SIMPLE IRA Plan

    By Guest Suanne, September 28, 2006
    • 1 reply
    • 12.4k views
    • 
    • Gary Lesser
    • October 10, 2006

29. Adoption of Cross-Tested Plan after SIMPLE is Frozen

    By Guest EMM118, September 25, 2006
    • 4 replies
    • 2.3k views
    • 
    • Gary Lesser
    • October 10, 2006

30. Simple IRA plan - required to contribute?

    By Guest lany, September 26, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • September 26, 2006

31. Excess SEP contributions

    By Guest ColinBellEA, September 25, 2006
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • September 26, 2006

32. full or short plan year

    By Guest mparker2028, September 14, 2006
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • September 16, 2006

33. A Real Mess - Part 2

    By KateSmithPA, August 29, 2006
    • 7 replies
    • 2.7k views
    • 
    • KateSmithPA
    • September 11, 2006

34. SIMPLE IRA definition of Compensation

    By Guest ButchElfers, September 5, 2006
    • 3 replies
    • 5.3k views
    • 
    • Gary Lesser
    • September 6, 2006

35. RMD

    By SMB, September 2, 2006
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • September 3, 2006

36. 5304 or 5305

    By rfahey, August 31, 2006
    • 1 reply
    • 9.9k views
    • 
    • WDIK
    • August 31, 2006

37. Pension Protection Act of 2006

    By Gary Lesser, August 7, 2006
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • August 18, 2006

38. $450 compensation

    By Felicia, August 7, 2006
    • 6 replies
    • 2.3k views
    • 
    • Gary Lesser
    • August 13, 2006

39. SARSEP protected during bankruptcy of company

    By Guest KMP, August 9, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 9, 2006

40. sep treated as a sarsep

    By Guest JBarid, August 6, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 7, 2006

41. Terminating SAR-SEP and establishing a 401(k)

    By Guest Merrr, July 27, 2006
    • 3 replies
    • 4.6k views
    • 
    • saabraa
    • July 27, 2006

42. SEP Contributions

    By Guest LSULLIVAN, July 13, 2006
    • 1 reply
    • 1.9k views
    • 
    • jevd
    • July 13, 2006

43. Simple IRA

    By Jilliandiz, June 12, 2006
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • June 30, 2006

44. SEP contribution - sole proprietor's spouse

    By Lori Friedman, June 29, 2006
    • 7 replies
    • 10.7k views
    • 
    • Lori Friedman
    • June 29, 2006

45. Which plan is best for VERY SMALL business?

    By Guest heike, June 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • June 28, 2006

46. SEP and Money purchase plan

    By caryn22359, June 13, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 13, 2006

47. SEP

    By Guest lskin, April 12, 2006
    • 21 replies
    • 4.1k views
    • 
    • Bird
    • June 8, 2006

48. Deadline for Salary Deferral Contributions

    By Appleby, May 17, 2006
    • 9 replies
    • 6.8k views
    • 
    • Gary Lesser
    • June 1, 2006

49. one participant sep. max annual addition?

    By Lori H, May 23, 2006
    • 4 replies
    • 2.2k views
    • 
    • Gary Lesser
    • June 1, 2006

50. SEP IRA Early Withdrawl For Health Reasons

    By Guest clarkfraser, May 9, 2006
    • 2 replies
    • 2.6k views
    • 
    • Appleby
    • May 12, 2006