SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Obtain IRS ruling on individually designed SEP?

   By jstorch, March 14, 2005
   • 11 replies
   • 2.7k views
   • 
   • Gary Lesser
   • March 23, 2005

2. SEP IRA--Using the integrated formula

   By Guest ButchElfers, October 23, 2003
   • 4 replies
   • 12.1k views
   • 
   • Gary Lesser
   • March 22, 2005

3. Can an employer make a catchup contribution to a SEP?

   By Guest BeanCounter, March 15, 2005
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • March 15, 2005

4. Forfeitures

   By Guest jkrad, March 10, 2005
   • 1 reply
   • 1.2k views
   • 
   • wmyer
   • March 11, 2005

5. SIMPLE established by ineligible employer

   By Belgarath, March 1, 2005
   • 14 replies
   • 2.4k views
   • 
   • Gary Lesser
   • March 8, 2005

6. SEP contribution for termed employees

   By Guest bmurphy, March 8, 2005
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • March 8, 2005

7. Affiliated Service Group leased employee coverage

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

8. 1 SARSEP 2 Documents?

   By KateSmithPA, March 2, 2005
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • March 2, 2005

9. part of HCE SEP contribution not made

   By Guest mjn, February 8, 2005
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • March 2, 2005

10. SEP contributions -- New business

    By Lori Friedman, February 19, 2005
    • 1 reply
    • 1.5k views
    • 
    • stevena
    • February 19, 2005

11. Excluding owner from SEP

    By Guest mjn, February 17, 2005
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • February 17, 2005

12. SEP contributions

    By Guest terric, February 1, 2005
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • February 11, 2005

13. 401(k) to replace SImple IRA

    By Guest MrBoldman, February 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 11, 2005

14. Simple Contribution Requirements

    By Guest houseblend, October 4, 2004
    • 8 replies
    • 2k views
    • 
    • WDIK
    • February 3, 2005

15. Employee giving wrong account number for SEP IRA

    By jstorch, February 1, 2005
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • February 3, 2005

16. Waiting period to start simple-IRA?

    By Guest mivcevich, January 26, 2005
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • January 29, 2005

17. failure to remit SIMPLE IRA deferrals

    By Guest mjn, January 25, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 26, 2005

18. SIMPLE IRAs - any protection

    By pmacduff, January 25, 2005
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • January 25, 2005

19. Making SEP contributions for terminated employees

    By Guest bmurphy, October 14, 2004
    • 16 replies
    • 11.9k views
    • 
    • Guest
    • January 25, 2005

20. Taxes and Sarsep early withdraw questions?

    By Guest Taipans, January 24, 2005
    • 4 replies
    • 3.6k views
    • 
    • Gary Lesser
    • January 25, 2005

21. How can SARSEP limits be changed in Congress to allow contributions to be calculated like 401(k) plans (for both EE & ER contributions)?

    By Guest mhalvor, January 17, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 17, 2005

22. NO Contributions to SIMPLE but not officially terminated

    By Lori Foresz, January 12, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 12, 2005

23. Terminating SEP plan, correcting prior years deposits

    By Guest bmurphy, December 22, 2004
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 5, 2005

24. Distribution from SEP IRA

    By Guest agordon, December 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • December 21, 2004

25. Model SEP and Qualified 401(k) in Same Year

    By Guest DGM, December 16, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2004

26. SIMPLE IRA AND PARTNERSHIPS

    By Felicia, December 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 16, 2004

27. Accidental SIMPLE

    By Santo Gold, December 16, 2004
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • December 16, 2004

28. SIMPLE IRA Controlled group

    By Guest nlmc18, April 26, 2004
    • 6 replies
    • 3.1k views
    • 
    • Belgarath
    • December 14, 2004

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

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

30. Employee closes simple acct prior to matching contribution being made

    By Guest Marketwatcher90, December 7, 2004
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • December 7, 2004

31. SIMPLE "receivable"

    By pmacduff, December 1, 2004
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • December 1, 2004

32. UBTI and Canadian Royalty Trusts in qualified retirement plans

    By Guest Jarrett, November 29, 2004
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • November 30, 2004

33. SIMPLE IRA as a 1 Year "substitute"

    By SMB, November 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • SMB
    • November 27, 2004

34. Exclusive Rule - Simple IRA & PS Plan

    By Guest DTrom, November 22, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 23, 2004

35. Contribution deadline for non-profits

    By Guest bmurphy, November 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • November 23, 2004

36. Simple IRA rollover

    By Rai401k, November 17, 2004
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 22, 2004

37. Life Insurance with SEP money

    By Guest szaidman, November 5, 2004
    • 3 replies
    • 1.1k views
    • 
    • GBurns
    • November 21, 2004

38. Non-Contributory SEP

    By Guest R. Daestrom, November 19, 2004
    • 10 replies
    • 2.6k views
    • 
    • Appleby
    • November 21, 2004

39. May partners elect out of coverage of partnership's SEP?

    By Guest moosegirl, November 19, 2004
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 20, 2004

40. Termination of SIMPLE 401(k)

    By Guest medinael, November 19, 2004
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • November 20, 2004

41. Excess SEP Contribution (SARSEP 125% rule)

    By bzorc, November 4, 2004
    • 6 replies
    • 2.4k views
    • 
    • Gary Lesser
    • November 17, 2004

42. SEP eligibility and longevity

    By Santo Gold, October 15, 2004
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 17, 2004

43. SARSEP and New DB plan

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

44. Excess Employer Simple contributions for 2003 & 2004

    By Guest Russell, November 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 12, 2004

45. SEP plan - calendar vs fiscal year

    By Guest bmurphy, November 11, 2004
    • 2 replies
    • 1.7k views
    • 
    • Lame Duck
    • November 12, 2004

46. 2003 SEP Contribution not satisfied!

    By Jilliandiz, November 3, 2004
    • 6 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 6, 2004

47. SARSEP - Active Participation for IRA Purposes

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

48. What recourse do employees have when their SEP contributions taken from pay is not deposited by employer?

    By Guest quietcook, October 29, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 2004

49. SEP entry date (turned 21 during current plan year).

    By Guest Moe Howard2, November 2, 2004
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • November 3, 2004

50. DB plan terminated

    By Guest diane3, October 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • October 26, 2004