SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Short year SEP allowed?

   By steve-o, April 26, 2006
   • 1 reply
   • 1.4k views
   • 
   • ERISAnut
   • April 26, 2006

2. valid reason to stop this plan

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

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

   By jukeboy56, April 17, 2006
   • 2 replies
   • 5.1k views
   • 
   • jukeboy56
   • April 17, 2006

4. Affect of SIMPLE Plan on Earned Income

   By Guest mwgr5, April 7, 2006
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 12, 2006

5. SEP contribution for a terminated employee

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

6. SARSEP Termination

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

7. Simple IRA for 2 Companies

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

8. Simple plan and SEP plan in the same year?

   By Guest archimedes_pie, April 1, 2006
   • 6 replies
   • 4.5k views
   • 
   • Guest
   • April 3, 2006

9. is there an age limit for SEP contributions

   By k man, March 21, 2006
   • 3 replies
   • 2.7k views
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   • Appleby
   • April 2, 2006

10. Post death contribution?

    By Guest Whatup, March 29, 2006
    • 7 replies
    • 6.9k views
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    • Bird
    • April 2, 2006

11. SEP to 401k

    By Guest LSULLIVAN, March 10, 2006
    • 6 replies
    • 2.7k views
    • 
    • Appleby
    • March 18, 2006

12. SARSEP Maximum Elective with Employer Contribution

    By Guest Roger K., February 28, 2006
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • March 8, 2006

13. Excess Deferrals - SIMPLE IRA

    By MarZDoates, March 8, 2006
    • 0 replies
    • 1.8k views
    • 
    • MarZDoates
    • March 8, 2006

14. Simple IRA Required to be continued for 2006?

    By PMC, March 6, 2006
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 7, 2006

15. SAR SEP Contributions

    By Guest LaRae, February 25, 2006
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • February 26, 2006

16. SIMPLE & SH 401(k)

    By doombuggy, February 21, 2006
    • 2 replies
    • 1.7k views
    • 
    • doombuggy
    • February 21, 2006

17. severence pay-can you exclude it?

    By Guest ButchElfers, February 16, 2006
    • 1 reply
    • 2.4k views
    • 
    • saabraa
    • February 17, 2006

18. Mid Year start for SIMPLE IRA; full yr comp?

    By Guest ButchElfers, February 4, 2006
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • February 16, 2006

19. Amending SEP Eligiblity

    By MarZDoates, January 30, 2006
    • 3 replies
    • 3k views
    • 
    • Gary Lesser
    • February 9, 2006

20. Why no rollover from a SEP IRA to a Qualified Plan?

    By jukeboy56, January 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • namealreadyinuse
    • January 27, 2006

21. Simple IRA to 401k

    By doombuggy, December 30, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 25, 2006

22. SEP calculation and deduction

    By Guest Larry Warner Jr., January 5, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 23, 2006

23. Waive Participation in a SEP

    By MarZDoates, January 23, 2006
    • 1 reply
    • 1.9k views
    • 
    • jevd
    • January 23, 2006

24. SARSEP Asset or Liability

    By Guest StephenF, January 11, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 11, 2006

25. Simple IRA - For previous year

    By Guest archimedes_pie, January 7, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • January 9, 2006

26. SIMPLE IRAs for self-employeds

    By steve-o, December 15, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2006

27. SEP IRA eligibility

    By Guest ButchElfers, January 5, 2006
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 5, 2006

28. SIMPLE IRA

    By Guest Prof, December 21, 2005
    • 4 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 31, 2005

29. Participating in 2 SEPS

    By Guest Pat Metallic, December 22, 2005
    • 7 replies
    • 2.3k views
    • 
    • Gary Lesser
    • December 23, 2005

30. Person with 401k at work and self employment SIMPLE?

    By Guest mhalvor, December 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • December 19, 2005

31. Options for terminated SARSEP

    By Guest Brendan McKee, December 6, 2005
    • 5 replies
    • 3.5k views
    • 
    • Appleby
    • December 16, 2005

32. SEP Tax Deduction Available to Offset Rollover IRA

    By Guest tess, December 8, 2005
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • December 15, 2005

33. SEP for LLC Members

    By Guest hardballaddict, December 8, 2005
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • December 10, 2005

34. KETRA

    By Felicia, November 28, 2005
    • 2 replies
    • 2.1k views
    • 
    • Felicia
    • December 1, 2005

35. SIMPLE plan and 401(k) in same year

    By Guest jetfaninmn, November 23, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 30, 2005

36. Freeze or Terminate 401(k), Start SIMPLE

    By MarZDoates, November 1, 2005
    • 7 replies
    • 6.8k views
    • 
    • Guest
    • November 22, 2005

37. Terminated SEP

    By Jilliandiz, November 21, 2005
    • 1 reply
    • 2k views
    • 
    • Demosthenes
    • November 21, 2005

38. Simple IRA vs. Safe Harbor 401(k)

    By Guest stevena1, November 11, 2005
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • November 14, 2005

39. SIMPLE deferrals not taken from bonus

    By Guest bmurphy, November 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • November 11, 2005

40. SIMPLE - Termination prior to Notice

    By Guest rgorman, November 3, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 9, 2005

41. SARSEP, 401(k) Combination

    By Guest JROSSITTER, October 27, 2005
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • October 29, 2005

42. SIMPLE IRA - Yr end true up

    By Guest Elfman, October 25, 2005
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 26, 2005

43. Are new contributions to a SEP set up by a previous employer allowed?

    By Guest BillP, October 22, 2005
    • 3 replies
    • 2.7k views
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    • Appleby
    • October 25, 2005

44. SEP Controlled Group Question

    By 401 Chaos, October 7, 2005
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • October 21, 2005

45. Simple Takeover

    By Guest mb4, October 11, 2005
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 21, 2005

46. 2 SEP plans for the same individual for 2 different companies. Is this allowable?

    By Guest nan002, October 20, 2005
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 21, 2005

47. Roth IRA rollable to Qualified Plan ?

    By JAY21, October 12, 2005
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • October 13, 2005

48. Rollover of SIMPLE IRA to Qualified Plan if over 59 1/2

    By Guest lgm, October 5, 2005
    • 5 replies
    • 2.5k views
    • 
    • Appleby
    • October 9, 2005

49. Two separate Simple IRA Accounts

    By Guest carolinawind, September 29, 2005
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • September 30, 2005

50. SEP Contribution Deducted on Tax Return, Never Received by Custodian

    By MarZDoates, September 27, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • September 27, 2005