SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Sarsep

   By Guest JimD, October 18, 2001
   • 2 replies
   • 1.4k views
   • 
   • Gary Lesser
   • October 21, 2001

2. SARSEP

   By Guest Gcarl, April 23, 2011
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • April 27, 2011

3. SARSEP Qualified Plan for 1999

   By Hoard1, November 24, 1999
   • 1 reply
   • 1.4k views
   • 
   • Hoard1
   • November 24, 1999

4. SARSEP - Active Participation for IRA Purposes

   By Guest Russell, November 5, 2004
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • November 6, 2004

5. SARSEP - Can EE opt out?

   By Guest Roger K., January 14, 2014
   • 2 replies
   • 1.9k views
   • 
   • Lou S.
   • January 14, 2014

6. SARSEP - effect of unsigned original adoption agreement

   By Guest blaum8, March 21, 2003
   • 13 replies
   • 4.2k views
   • 
   • Gary Lesser
   • April 10, 2003

7. SARSEP - HCE catchup contribution - ADP test limits percentage

   By Guest bruss, December 8, 2004
   • 3 replies
   • 1.9k views
   • 
   • Gary Lesser
   • December 9, 2004

8. SARSEP & SIMPLE IRA

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

9. SARSEP & Top-heavy

   By SMB, December 6, 2007
   • 1 reply
   • 1.9k views
   • 
   • Appleby
   • December 6, 2007

10. SARSEP 125% NHCE deferral percentage and 3% employer contribution

    By Guest Steve Palmer, March 4, 1999
    • 1 reply
    • 2k views
    • 
    • Kathy
    • March 8, 1999

11. Sarsep 15% of Contribution

    By Guest mariaguzzetta, February 13, 2002
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • February 14, 2002

12. SARSEP adobted before 12/31/1996 but not funded

    By Guest jschoolman, March 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 5, 2001

13. SARSEP ADP Testing failures

    By Guest tcunagin, April 4, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • April 25, 2002

14. SARSEP Amendment re: Eligible Employees

    By Christine Roberts, October 17, 2000
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • January 23, 2007

15. SARSEP and New DB plan

    By Guest elem, November 12, 2004
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • November 15, 2004

16. SARSEP and Profit Sharing Plan

    By FJR, January 9, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2003

17. SARSEP and Traditional IRA

    By Guest gonzalezk, March 25, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 6, 2001

18. SARSEP Asset or Liability

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

19. SARSEP calculation under JCWAA

    By Guest mhalvor, March 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 12, 2002

20. SARSEP Continuation

    By Guest wjr, March 4, 2003
    • 1 reply
    • 957 views
    • 
    • Gary Lesser
    • March 4, 2003

21. SARSEP Contribution and Deduction Limits

    By Lynn Campbell, March 20, 2001
    • 0 replies
    • 1.8k views
    • 
    • Lynn Campbell
    • March 20, 2001

22. SARSEP contribution limits

    By Guest bkp, December 3, 2003
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 6, 2003

23. SARSEP Contributions

    By Guest Cindyd, May 1, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 1, 2003

24. SARSEP eligibility

    By Guest pension doc, January 4, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • January 12, 1999

25. SARSEP Eligibility

    By Guest JB2, October 16, 1998
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 22, 1998

26. SARSEP eligibility and correction.

    By Guest Thornton, April 9, 1999
    • 6 replies
    • 2.1k views
    • 
    • Gary Lesser
    • October 26, 2002

27. SARSEP Employer resposibility

    By Guest TaxBill, July 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 18, 2002

28. SARSEP Frozen/401(k)Plan Set-up

    By Guest Jean Blackwood, February 23, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2000

29. SARSEP in Non Profit Organizations

    By Guest tccgroup, February 7, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 9, 2001

30. SARSEP issue

    By R. Butler, May 27, 2009
    • 0 replies
    • 1.5k views
    • 
    • R. Butler
    • May 27, 2009

31. SARSEP legality question

    By Guest Shandi2010, July 8, 2010
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 8, 2010

32. SARSEP limit after EGTRRA and tech correction??

    By maverick, May 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 30, 2002

33. SARSEP limits

    By betheeg, January 15, 2003
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • January 23, 2003

34. SARSEP Max Participant Salary Deferral

    By Guest Don J. Smith, April 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • actuarysmith
    • April 12, 2001

35. SARSEP Maximum Elective with Employer Contribution

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

36. SARSEP over 25 employees accepted deferrals

    By Guest Todd Lehmann, March 18, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 18, 2004

37. SARSEP Plan

    By Guest Heide, May 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • May 30, 2002

38. SARSEP Plan with son of business owner eligible

    By rfahey, January 14, 2014
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • January 24, 2014

39. SARSEP possible for Non-Profits?

    By NonProfit GC, February 10, 2021
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 13, 2021

40. SARSEP protected during bankruptcy of company

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

41. SARSEP restatement

    By B21, February 24, 2015
    • 0 replies
    • 1.1k views
    • 
    • B21
    • February 24, 2015

42. Sarsep Rollover To Qualified Plan

    By Guest SCUDDESLER, December 12, 2002
    • 5 replies
    • 6.1k views
    • 
    • Gary Lesser
    • December 27, 2002

43. SARSEP SNAFU

    By Christine Roberts, November 16, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 1, 2000

44. SARSEP Termination

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

45. SARSEP Termination

    By Guest DaveS, November 5, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • November 6, 2003

46. SARSEP Testing?

    By Guest, January 22, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 23, 2001

47. SARSEP to 401(k) - new deferral election required?

    By masteff, March 14, 2007
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • March 16, 2007

48. SarSep to 401(k) Plan

    By Guest Dee Kratz, August 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • actuarysmith
    • August 5, 2002

49. SARSEP to 401k change

    By Guest PORTE, April 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 25, 2002

50. SARSEP to 401k Rollover Reversal?

    By Guest Brendan McKee, February 6, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • February 7, 2007