SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Terminating SEP/SARSEP

   By Guest ak, October 8, 1999
   • 1 reply
   • 1.6k views
   • 
   • Kathy
   • October 10, 1999

2. Contribution Limits for 403(b) and SEP IRA plans

   By Guest soccermom, December 16, 2014
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • December 16, 2014

3. Are there any institutions that will accept part of a company's simple

   By Guest jasper, December 21, 1999
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • September 15, 2001

4. What is maximum contribution to an integrated SEP?

   By Lynn Campbell, January 26, 2001
   • 1 reply
   • 1.6k views
   • 
   • Gary Lesser
   • January 29, 2001

5. SIMPLE IRA Termination and then Restart ?

   By Francis, October 19, 2010
   • 0 replies
   • 1.6k views
   • 
   • Francis
   • October 19, 2010

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

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

7. SEP conversion

   By wsp, February 7, 2003
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • February 14, 2003

8. Real-Estate investment

   By FJR, September 1, 2004
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • September 2, 2004

9. Spliting simple IRA contributions

   By Guest jasper, December 21, 1999
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • January 12, 2000

10. 15% limit

    By nancy, January 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 4, 2002

11. Less restrictive guidance on a SEP IRA

    By senorsassy, May 10, 2017   

    • sep ira
    • less restrictive sep ira
    • (and 1 more)

      Tagged with:

      • sep ira
      • less restrictive sep ira
      • 408k restriction
    • 9 replies
    • 1.6k views
    • 
    • spiritrider
    • May 13, 2017

12. SEP-IRA, 401(k) and co-employment

    By Guest WESKI4, January 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 11, 2002

13. 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

14. 5305 and 403(b)

    By Guest Inhouse ERISA, November 16, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2009

15. Termination of SIMPLE plan

    By Guest bmurphy, October 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 23, 2001

16. Simple Ira

    By Guest ASmith, May 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 30, 2002

17. What is maximum employer holdback time?

    By Guest Kronenberg, July 9, 1999
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • July 10, 1999

18. SEP withdrawal for qualified higher education purposes

    By Beltane, February 20, 2012
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • February 21, 2012

19. Sar-Sep funds

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

20. SARSEP and Profit Sharing Plan

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

21. Any limit on the number of SEP-IRA's a person may have?

    By chris, March 2, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 17, 2000

22. Simple to 401k Invalidation Question

    By Guest Grumbles, December 11, 2008
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • December 11, 2008

23. SIMPLE IRA Compensation?

    By Dawn Hafner, February 1, 2000
    • 2 replies
    • 1.6k views
    • 
    • Dawn Hafner
    • February 1, 2000

24. Limit for Employee with Two Plans

    By Francis, July 30, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 4, 2007

25. Rolling profit sharing to a SEP IRA?

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

26. Penalty for early withdrawl

    By Guest CCDB, February 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • February 1, 2000

27. 5305-SEP Eligibility

    By J2D2, July 3, 2002
    • 2 replies
    • 1.6k views
    • 
    • Earl
    • July 4, 2002

28. Does DOL have jurisdiction over SIMPLE IRAs?

    By Flyboyjohn, November 21, 2014
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • November 21, 2014

29. SARSEP Max Participant Salary Deferral

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

30. Switching Financial Institution for SARSEP

    By Guest kprhok, October 29, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2009

31. Various SEP Questions

    By Guest Newspeak1, May 16, 2011
    • 6 replies
    • 1.6k views
    • 
    • Jim Chad
    • May 18, 2011

32. Voluntary Pre-tax employee contribution plan

    By Guest Jhagan, September 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • September 11, 2000

33. Individually-Designed SEP

    By jpod, December 20, 2013
    • 6 replies
    • 1.6k views
    • 
    • masteff
    • December 23, 2013

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

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

35. More SARSEP questions, especially maintaining a SARSEP and another pla

    By John A, October 20, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 1, 2000

36. S-Corp SEP accounts for two shareholders

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

37. SARSEP SNAFU

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

38. 401K and SEP IRA

    By ERISA13, October 11, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 11, 2011

39. SEP and SIMPLE in same year?

    By steve-o, April 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 22, 2010

40. Which plan is best for VERY SMALL business?

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

41. SIMPLE Termination

    By Guest cornbin, July 10, 2009
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • July 10, 2009

42. SIMPLE IRA Distribution ?

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

43. SARSEP in Non Profit Organizations

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

44. SAR SEP to Roth IRA

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

45. SEP IRA - contribution classification

    By Guest br6k, October 12, 2014
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • October 20, 2014

46. Converting or Amending Profit Sharing into SIMPLE

    By Guest lavander30, January 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 10, 2002

47. Contribution Question

    By Archimage, February 15, 2002
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • February 19, 2002

48. Simple 401(k)

    By PMC, September 10, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • September 18, 2001

49. Affiliated Service Group leased employee coverage

    By Guest Katharine Jungkind, March 4, 2005
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • March 8, 2005

50. 2 SEP plans for same company

    By Guest Scott Johnson, August 23, 2001
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • August 24, 2001