SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Simple IRA deferral question

   By Guest rustymonty, September 20, 2005
   • 3 replies
   • 1.7k views
   • 
   • Gary Lesser
   • September 24, 2005

2. Foreign Earned Income Exclusion and Simple IRA

   By Guest lmccormick, September 22, 2005
   • 1 reply
   • 2k views
   • 
   • Gary Lesser
   • September 23, 2005

3. Frozen SEP - IRA Contribution

   By Guest erepper, September 19, 2005
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • September 23, 2005

4. Who is included in a SEP?

   By Guest Pat Metallic, June 30, 2005
   • 12 replies
   • 2.2k views
   • 
   • Guest
   • September 8, 2005

5. Contributions from multiple entities

   By dmb, August 25, 2005
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • September 8, 2005

6. terminate Simple IRA, start Safe Harbor 401(k) non calendar year...possible?

   By betheeg, August 11, 2005
   • 2 replies
   • 1.8k views
   • 
   • Gary Lesser
   • September 8, 2005

7. SIMPLE IRA after acquisition

   By cathyw, August 30, 2005
   • 0 replies
   • 1.8k views
   • 
   • cathyw
   • August 30, 2005

8. Definition of owner's total "compensation" for an S-corp SIMPLE-IRA

   By Guest Steve Hample, August 25, 2005
   • 3 replies
   • 4.4k views
   • 
   • Guest
   • August 29, 2005

9. age 70 1/2 RMDs

   By pmacduff, August 17, 2005
   • 2 replies
   • 1.8k views
   • 
   • pmacduff
   • August 17, 2005

10. Deferral of one-time bonus into SIMPLE

    By Guest bmurphy, July 13, 2005
    • 4 replies
    • 4.6k views
    • 
    • Gary Lesser
    • August 10, 2005

11. Failure of employer to follow all Simple-IRA steps

    By Guest Moe Howard2, July 18, 2005
    • 40 replies
    • 8.8k views
    • 
    • Belgarath
    • August 4, 2005

12. Miscalculated Elibility in SIMPLE plan

    By Guest kdp, August 1, 2005
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 3, 2005

13. SIMPLE Contribution made to wrong participant's account

    By jane123, July 29, 2005
    • 2 replies
    • 2k views
    • 
    • Bird
    • July 30, 2005

14. Correction of Partnership SEP

    By Locust, June 30, 2005
    • 5 replies
    • 2.5k views
    • 
    • Gary Lesser
    • July 29, 2005

15. Expanding SIMPLE Investment Providors

    By jukeboy56, July 28, 2005
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 29, 2005

16. Stopping employer SIMPLE contributions

    By Guest bmurphy, July 21, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2005

17. Terminate a PS to start a SIMPLE

    By Guest jetfaninmn, June 22, 2005
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 21, 2005

18. SEP Documents

    By Jilliandiz, June 2, 2005
    • 5 replies
    • 2.8k views
    • 
    • mbozek
    • July 20, 2005

19. Both SIMPLE & qual plan as a result of company merger

    By Santo Gold, June 21, 2005
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • July 19, 2005

20. SIMPLE IRA death settlement

    By Guest Sten Lindquist, July 26, 1999
    • 9 replies
    • 5.2k views
    • 
    • Appleby
    • July 19, 2005

21. US Corporation with foreign subsidiary and SIMPLE-IRA Plan.

    By Guest ASmithKochCPA, July 12, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • July 12, 2005

22. SARSEP to terminate,50% for yr not met, SH 401k to replace SARSEP

    By Beltane, June 22, 2005
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • July 9, 2005

23. Simple 401(k) Plan restated as 401(k) Plan ?

    By Guest RSNOW, February 11, 2004
    • 2 replies
    • 2k views
    • 
    • Lori H
    • June 16, 2005

24. SEP in combination with 401(k) Profit Sharing

    By Kathy, June 15, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • June 15, 2005

25. SIMPLE IRA Exclusive Benefit Rule

    By R. Butler, June 7, 2005
    • 2 replies
    • 2.1k views
    • 
    • R. Butler
    • June 9, 2005

26. Is SEP a successor plan?

    By Guest mchristina, June 8, 2005
    • 3 replies
    • 2.3k views
    • 
    • Gary Lesser
    • June 9, 2005

27. Is there a minimum time period for a plan sponsor to have a simple ira in operation.

    By Guest Elfman, June 8, 2005
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • June 8, 2005

28. Different eligibility for current vs future SEP participants?

    By masteff, May 17, 2005
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • May 20, 2005

29. IRA Contribution deadline- Fiscal year

    By jane123, May 19, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 19, 2005

30. SEP-IRA- former sole proprietor, now self -employed consultant

    By Guest jco1107, May 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 18, 2005

31. Do affiliated service groups rules of 414(m) apply to a corporate dire

    By preErisa, November 20, 2000
    • 4 replies
    • 2.7k views
    • 
    • Gary Lesser
    • May 17, 2005

32. Amended 1040 - Excess contibutions?

    By Guest JohnW, May 16, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 17, 2005

33. Qualification failure ..... Plan Document Failure...?

    By Guest Moe Howard2, April 19, 2005
    • 24 replies
    • 4.7k views
    • 
    • mbozek
    • May 10, 2005

34. Old SARSEP with 30-hour per week eligibility

    By Guest mjn, May 6, 2005
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • May 9, 2005

35. SIMPLE IRA Distribution ?

    By Guest EAS, April 26, 2005
    • 4 replies
    • 1.6k views
    • 
    • Gary Lesser
    • May 5, 2005

36. Improper SIMPLE contributions

    By Guest YATPA, May 3, 2005
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • May 5, 2005

37. SIMPLE - Break in Service

    By Guest Twinky, April 29, 2005
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • May 2, 2005

38. SEP Allowable when owner of another business?

    By Guest cpangler, April 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • April 14, 2005

39. Simple IRA contribution timing

    By Guest spencerhos, April 10, 2005
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • April 14, 2005

40. Simple IRA vs. SEP IRA

    By Jilliandiz, April 14, 2005
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • April 14, 2005

41. SIMPLE IRA in place, 401(k)/PS Plan wants to be added

    By Guest KeithinClev, February 16, 2005
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 8, 2005

42. Owner contributins to simple 401k

    By Guest spencerhos, April 7, 2005
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • April 8, 2005

43. young married couple looking to do something with self employed income. SEP?

    By Lori H, April 7, 2005
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • April 8, 2005

44. can a SEP exclude certain employees and when should benefits begin for new employees?

    By Lori H, March 17, 2005
    • 9 replies
    • 5.3k views
    • 
    • Appleby
    • April 6, 2005

45. Maximum contributions to SIMPLE plan

    By Guest bmurphy, April 5, 2005
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • April 5, 2005

46. Simple and Solo 401k

    By Guest bmurphy, April 4, 2005
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • April 5, 2005

47. SEP and 401k together

    By SoCalActuary, March 31, 2005
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • April 1, 2005

48. Can you include SOME of your collective bargained employees in your SIMPLE plan?

    By Guest retpro, March 29, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • March 30, 2005

49. Sole Proprietor dies - can a SEP contribution be made?

    By Guest Bob K, March 30, 2005
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • March 30, 2005

50. SIMPLE IRA Plan with a 403B plan - limits

    By Guest rffahey, March 24, 2005
    • 3 replies
    • 1.5k views
    • 
    • Lori Friedman
    • March 25, 2005