SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

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

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

2. Real-Estate investment

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

3. 15% limit

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

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

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

5. Excess employer match into SIMPLE IRA

   By Guest Diane DuFresne, March 26, 2012
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • March 27, 2012

6. Termination of SIMPLE plan

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

7. Simple Ira

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

8. Spliting simple IRA contributions

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

9. SEP withdrawal for qualified higher education purposes

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

10. SARSEP and Profit Sharing Plan

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

11. SIMPLE IRA sponsor sells practice

    By M Norton, October 22, 2018   

    • simple ira
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • October 25, 2018

12. SIMPLE IRA Compensation?

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

13. Replacing SIMPLE with 401(k) Plan Mid-Year After Correcting SIMPLE Employer Eligibility Failure

    By ERISA11, April 30, 2019
    • 4 replies
    • 1.6k views
    • 
    • ERISA11
    • May 2, 2019

14. 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

15. Does DOL have jurisdiction over SIMPLE IRAs?

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

16. Limit for Employee with Two Plans

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

17. What is maximum employer holdback time?

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

18. 5305 and 403(b)

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

19. Sar-Sep funds

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

20. SARSEP Max Participant Salary Deferral

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

21. Rolling profit sharing to a SEP IRA?

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

22. Penalty for early withdrawl

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

23. Voluntary Pre-tax employee contribution plan

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

24. 5305-SEP Eligibility

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

25. Various SEP Questions

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

26. 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

27. Individually-Designed SEP

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

28. Simple to 401k Invalidation Question

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

29. SARSEP SNAFU

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

30. 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

31. 401K and SEP IRA

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

32. Which plan is best for VERY SMALL business?

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

33. SEP and SIMPLE in same year?

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

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. SARSEP in Non Profit Organizations

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

36. Simple 401(k)

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

37. Converting or Amending Profit Sharing into SIMPLE

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

38. SIMPLE Termination

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

39. SAR SEP to Roth IRA

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

40. S-Corp SEP accounts for two shareholders

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

41. 2 SEP plans for same company

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

42. Contribution Question

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

43. Affiliated Service Group leased employee coverage

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

44. SIMPLE IRA w/Match, failed to withhold for new employees

    By JHalligan, December 16, 2022
    • 2 replies
    • 1.6k views
    • 
    • JHalligan
    • December 23, 2022

45. SIMPLE IRA Distribution ?

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

46. Distributions/rollovers from SIMPLE 401(k) Plans

    By Guest KFI, June 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • July 10, 1999

47. IRA Contribution deadline- Fiscal year

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

48. SEP and controlled group - please help!

    By Guest friedbrain, January 29, 1999
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 15, 1999

49. change in sep plan sponsor

    By Beemer, May 1, 2006
    • 2 replies
    • 1.6k views
    • 
    • Beemer
    • May 1, 2006

50. SIMPLE IRA & 401k start-up

    By Guest KeithinClev, January 7, 2004
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • January 8, 2004