SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. RMD

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

2. RMD Calculation

   By rfahey, January 15, 2013
   • 21 replies
   • 4.3k views
   • 
   • Gary Lesser
   • January 31, 2013

3. RMD Reporting Requirement

   By Guest AFRICA6796, December 10, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 10, 2002

4. RMDs and SEPs

   By billfgrady, October 16, 2009
   • 3 replies
   • 1.6k views
   • 
   • masteff
   • October 19, 2009

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

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

6. Rolling eligibility - an option?

   By Guest jaturner, August 25, 2008
   • 1 reply
   • 1.2k views
   • 
   • ERISAnut
   • August 25, 2008

7. Rolling over a SIMPLE IRA to 401(k) after EGTRRA

   By Guest claretcollector, November 21, 2001
   • 1 reply
   • 1.9k views
   • 
   • Belgarath
   • November 21, 2001

8. Rolling profit sharing to a SEP IRA?

   By Guest sugar daddy, August 3, 2011
   • 3 replies
   • 1.6k views
   • 
   • masteff
   • August 4, 2011

9. Rollover from 401(k) to SIMPLE?

   By Guest Thornton, December 11, 2003
   • 5 replies
   • 2.1k views
   • 
   • Gary Lesser
   • August 5, 2004

10. rollover from sar-sep to 401K

    By Guest LSULLIVAN, January 23, 2004
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 23, 2004

11. Rollover from SEP IRA to qualified plan

    By AKconsult, April 27, 2010
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • April 27, 2010

12. Rollover from SEP to 401(a) Plan?

    By jkharvey, October 12, 2000
    • 6 replies
    • 2.8k views
    • 
    • Gary Lesser
    • October 31, 2002

13. Rollover from SIMPLE 401(k) to SIMPLE IRA

    By billfgrady, October 20, 2009
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • October 20, 2009

14. Rollover from SIMPLE IRA to 401K

    By rfahey, June 16, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • June 16, 2014

15. Rollover into Simple IRAs

    By pbarrett, February 23, 2004
    • 1 reply
    • 2k views
    • 
    • Appleby
    • February 23, 2004

16. 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

17. Rollover to SEP from Traditional IRA

    By bzorc, January 3, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • January 3, 2002

18. Rollovers from SIMPLE IRAs

    By Felicia, October 10, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 25, 2002

19. Rollovers INTO a Simple IRA

    By pmacduff, September 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • September 28, 2001

20. Rollovers TO a SIMPLE IRA

    By Guest SPollock, September 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • September 25, 1999

21. Rollovers to SEP

    By Guest Thornton, February 22, 1999
    • 1 reply
    • 1.9k views
    • 
    • Kathy
    • February 22, 1999

22. Roth IRA rollable to Qualified Plan ?

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

23. Roth option for SIMPLE IRAs?

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

24. Royalties as Earned Income for SEP Purposes

    By PJ2009, March 20, 2009
    • 11 replies
    • 7.8k views
    • 
    • Belgarath
    • March 8, 2010

25. Rules For Sponsoring Both a SEP and a Profit Sharing Plan

    By mming, February 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 2, 2012

26. S Corp SEP funded by C Corp ctrbs?

    By Guest GreenERISA, November 17, 2011
    • 5 replies
    • 1.7k views
    • 
    • masteff
    • November 17, 2011

27. S corp shareholder simple deferrals not deposited

    By cpa2000, January 23, 2017
    • 6 replies
    • 1.4k views
    • 
    • cpa2000
    • February 13, 2017

28. S-Corp K-1 Income no W-2 wages

    By Guest jpetrancosta, July 1, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • July 1, 2002

29. S-Corp SEP accounts for two shareholders

    By Guest JPrusinows, February 18, 2004
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 18, 2004

30. S/E contribution calcs for SIMPLE vs DC plans

    By Dawn Hafner, March 24, 1999
    • 6 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • April 15, 1999

31. Safe Harbor to Simple

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

32. Salary deferrals for SAR SEP Plan

    By rfahey, December 7, 2015   

    • Spouse of owner
    • 1 reply
    • 970 views
    • 
    • Lou S.
    • December 7, 2015

33. Salary Reduction SEP Contribution for Self Employed

    By rfahey, May 21, 2013
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • December 21, 2013

34. Sar Sep ?

    By Guest JimJ, February 19, 2002
    • 10 replies
    • 2.7k views
    • 
    • Gary Lesser
    • February 21, 2002

35. SAR SEP ADP Test - Family Aggregation

    By rfahey, January 9, 2003
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 13, 2003

36. SAR SEP Compensation Definition

    By rfahey, September 29, 2009
    • 3 replies
    • 2.2k views
    • 
    • PensionPro
    • October 1, 2009

37. SAR SEP Contributions

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

38. SAR SEP Distribution

    By Guest UnionTR, July 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 26, 2001

39. SAR SEP IRS Audit

    By rfahey, December 16, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • December 26, 2002

40. SAR SEP Plan ADP test

    By rfahey, May 9, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • May 10, 2013

41. SAR SEP Plan with aduld child and wife of owner

    By rfahey, May 9, 2014
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • May 9, 2014

42. SAR SEP to Roth IRA

    By Guest jerryl3, August 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • August 28, 2001

43. sar sepp sponsor changes to s-corp.

    By Guest De Nollid, January 26, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 13, 2002

44. SAR-SEP EE contributions....ER deposit regulations

    By Guest Mike King, March 19, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2002

45. SAR-SEP fails 50% participation test

    By Earl, February 14, 2001
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 3, 2002

46. Sar-Sep funds

    By Guest John Atkinson, September 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • September 27, 2001

47. SAR-SEP IRA Rollovers

    By Guest Lori M, October 14, 1998
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • October 14, 1998

48. SAR-SEP's Prototype to Model?

    By Guest Patrick M, September 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 26, 2002

49. Sarsep

    By Guest cypress, December 14, 2001
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 3, 2002

50. Sarsep

    By Guest JDK, November 6, 2002
    • 1 reply
    • 1k views
    • 
    • mbozek
    • November 6, 2002