SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Freeze SIMPLE 401k, start regular 401k

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

2. SEP for a controlled group

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

3. Simple and 401K in the same year.

   By Guest Archimedes, December 4, 2006
   • 1 reply
   • 2.5k views
   • 
   • txdd
   • December 4, 2006

4. SEP Contribution for accounts not there

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

5. SIMPLE Employer match

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

6. SIMPLE Plan for Non calandar year end client

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

7. Freezing a SIMPLE 401(k)

   By Randy Watson, November 7, 2006
   • 0 replies
   • 1.8k views
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   • Randy Watson
   • November 7, 2006

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

   By MarZDoates, November 1, 2006
   • 4 replies
   • 1.7k views
   • 
   • MarZDoates
   • November 2, 2006

9. Profit Sharing to SEP

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

10. Simple Employer Matches & Withdrawals

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

11. 401(a)(17) comp limit as it applies to SIMPLE IRA's

    By Beltane, October 25, 2006
    • 1 reply
    • 2.7k views
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    • Appleby
    • October 25, 2006

12. SIMPLE IRA Withdrawls (without Penalty)

    By Guest RobertG, October 22, 2006
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • November 20, 2006

13. SARSEP & SIMPLE IRA

    By Guest jackies, October 13, 2006
    • 3 replies
    • 3.1k views
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    • Appleby
    • October 14, 2006

14. Safe Harbor to Simple

    By Guest mparker2028, October 10, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 10, 2006

15. Terminating a SIMPLE IRA Plan

    By Guest Suanne, September 28, 2006
    • 1 reply
    • 12.3k views
    • 
    • Gary Lesser
    • October 10, 2006

16. Simple IRA plan - required to contribute?

    By Guest lany, September 26, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • September 26, 2006

17. Excess SEP contributions

    By Guest ColinBellEA, September 25, 2006
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • September 26, 2006

18. 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

19. full or short plan year

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

20. SIMPLE IRA definition of Compensation

    By Guest ButchElfers, September 5, 2006
    • 3 replies
    • 5.1k views
    • 
    • Gary Lesser
    • September 6, 2006

21. RMD

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

22. 5304 or 5305

    By rfahey, August 31, 2006
    • 1 reply
    • 9.8k views
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    • WDIK
    • August 31, 2006

23. A Real Mess - Part 2

    By KateSmithPA, August 29, 2006
    • 7 replies
    • 2.6k views
    • 
    • KateSmithPA
    • September 11, 2006

24. SARSEP protected during bankruptcy of company

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

25. $450 compensation

    By Felicia, August 7, 2006
    • 6 replies
    • 2.2k views
    • 
    • Gary Lesser
    • August 13, 2006

26. Pension Protection Act of 2006

    By Gary Lesser, August 7, 2006
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • August 18, 2006

27. sep treated as a sarsep

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

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

    By Guest Merrr, July 27, 2006
    • 3 replies
    • 4.5k views
    • 
    • saabraa
    • July 27, 2006

29. SEP Contributions

    By Guest LSULLIVAN, July 13, 2006
    • 1 reply
    • 1.8k views
    • 
    • jevd
    • July 13, 2006

30. SEP contribution - sole proprietor's spouse

    By Lori Friedman, June 29, 2006
    • 7 replies
    • 9.9k views
    • 
    • Lori Friedman
    • June 29, 2006

31. Which plan is best for VERY SMALL business?

    By Guest heike, June 28, 2006
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • June 28, 2006

32. SEP and Money purchase plan

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

33. Simple IRA

    By Jilliandiz, June 12, 2006
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • June 30, 2006

34. SEP, Simple Plans and ERISA

    By Guest Learner, May 24, 2006
    • 6 replies
    • 21.4k views
    • 
    • Guest
    • October 28, 2006

35. one participant sep. max annual addition?

    By Lori H, May 23, 2006
    • 4 replies
    • 2.1k views
    • 
    • Gary Lesser
    • June 1, 2006

36. Deadline for Salary Deferral Contributions

    By Appleby, May 17, 2006
    • 9 replies
    • 6k views
    • 
    • Gary Lesser
    • June 1, 2006

37. SEP IRA Early Withdrawl For Health Reasons

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

38. SIMPLE IRA

    By Felicia, May 4, 2006
    • 2 replies
    • 1.8k views
    • 
    • ERISAnut
    • May 4, 2006

39. change in sep plan sponsor

    By Beemer, May 1, 2006
    • 2 replies
    • 1.6k views
    • 
    • Beemer
    • May 1, 2006

40. Short year SEP allowed?

    By steve-o, April 26, 2006
    • 1 reply
    • 1.5k views
    • 
    • ERISAnut
    • April 26, 2006

41. valid reason to stop this plan

    By wsp, April 24, 2006
    • 3 replies
    • 1.7k views
    • 
    • Jim Norman
    • April 24, 2006

42. SEP: Which years are the "immediately preceding 5 years"?

    By jukeboy56, April 17, 2006
    • 2 replies
    • 5.2k views
    • 
    • jukeboy56
    • April 17, 2006

43. SIMPLE contribution calculation

    By Guest LTurner, April 12, 2006
    • 1 reply
    • 1.8k views
    • 
    • ERISAnut
    • April 26, 2006

44. SEP

    By Guest lskin, April 12, 2006
    • 21 replies
    • 4k views
    • 
    • Bird
    • June 8, 2006

45. SEP and PS Plan

    By DP, April 11, 2006
    • 3 replies
    • 1.7k views
    • 
    • ERISAnut
    • April 26, 2006

46. Must all self-employment income be combined for SEP?

    By jukeboy56, April 10, 2006
    • 2 replies
    • 1.8k views
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    • Belgarath
    • April 27, 2006

47. Affect of SIMPLE Plan on Earned Income

    By Guest mwgr5, April 7, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 12, 2006

48. SEP contribution for a terminated employee

    By Guest Jensen, April 6, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 7, 2006

49. Simple IRA for 2 Companies

    By Guest RJF, April 6, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 6, 2006

50. SARSEP Termination

    By Archimage, April 6, 2006
    • 1 reply
    • 2k views
    • 
    • Bird
    • April 6, 2006