SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SEP contributions

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

2. Employee giving wrong account number for SEP IRA

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

3. Waiting period to start simple-IRA?

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

4. failure to remit SIMPLE IRA deferrals

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

5. SIMPLE IRAs - any protection

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

6. Taxes and Sarsep early withdraw questions?

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

7. 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

8. NO Contributions to SIMPLE but not officially terminated

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

9. Terminating SEP plan, correcting prior years deposits

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

10. Distribution from SEP IRA

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

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

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

12. SIMPLE IRA AND PARTNERSHIPS

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

13. Accidental SIMPLE

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

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

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

15. 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

16. SIMPLE "receivable"

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

17. UBTI and Canadian Royalty Trusts in qualified retirement plans

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

18. Contribution deadline for non-profits

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

19. Exclusive Rule - Simple IRA & PS Plan

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

20. 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

21. Termination of SIMPLE 401(k)

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

22. SIMPLE IRA as a 1 Year "substitute"

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

23. Non-Contributory SEP

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

24. Simple IRA rollover

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

25. SARSEP and New DB plan

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

26. SEP plan - calendar vs fiscal year

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

27. Excess Employer Simple contributions for 2003 & 2004

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

28. Life Insurance with SEP money

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

29. SARSEP - Active Participation for IRA Purposes

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

30. Excess SEP Contribution (SARSEP 125% rule)

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

31. 2003 SEP Contribution not satisfied!

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

32. 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

33. 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

34. DB plan terminated

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

35. SEP rollover to 401(k) - 2 year requirement?

    By FundeK, October 21, 2004
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 21, 2004

36. SEP eligibility and longevity

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

37. Making SEP contributions for terminated employees

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

38. Termination of 401(k) to establish SIMPLE IRA

    By MarZDoates, October 13, 2004
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • October 14, 2004

39. Exception to 10% early withdrawal penalty

    By Guest bmurphy, October 13, 2004
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 13, 2004

40. SIMPLE distributions

    By Guest R. Daestrom, October 11, 2004
    • 6 replies
    • 1.4k views
    • 
    • Appleby
    • October 12, 2004

41. How to handle a SIMPLE with more than 100 employees?

    By Santo Gold, October 11, 2004
    • 1 reply
    • 963 views
    • 
    • Guest
    • October 11, 2004

42. Terminating a simple IRA

    By Guest revier, October 5, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 5, 2004

43. Simple 401k and Plan Design Limits

    By Guest mpark, October 5, 2004
    • 0 replies
    • 981 views
    • 
    • Guest
    • October 5, 2004

44. Simple Contribution Requirements

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

45. postponement of RMD from SIMPLE plan

    By Guest bmurphy, September 30, 2004
    • 4 replies
    • 1.5k views
    • 
    • jevd
    • October 1, 2004

46. SEP final year

    By Guest 5500, September 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • October 12, 2004

47. Definition of "Compensation" for calculations in a SAR SEP Plan

    By Guest rffahey, September 23, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 12, 2004

48. After Tax $ in a SIMPLE IRA

    By Guest revier, September 22, 2004
    • 2 replies
    • 1.4k views
    • 
    • Demosthenes
    • September 22, 2004

49. Wants to convert from SEP to DB Plan in 2004

    By Guest JVH, September 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 21, 2004

50. Terminating a Simple IRA plan and opening a 401k plan

    By Guest gfowler, September 17, 2004
    • 4 replies
    • 4.9k views
    • 
    • Appleby
    • September 18, 2004