SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Funding SIMPLE receivable after rollovers to 401(k)

   By Young Curmudgeon, July 15, 2014
   • 4 replies
   • 1.6k views
   • 
   • masteff
   • July 17, 2014

2. SEP eligibility and longevity

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

3. IRA Contribution deadline- Fiscal year

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

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

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

5. SIMPLE IRA match percentages

   By Guest SPollock, May 4, 1999
   • 2 replies
   • 1.6k views
   • 
   • Gary Lesser
   • May 13, 1999

6. Top heavy SEP contribution eligibility requirements

   By RTINSKY, September 27, 2016   

   • SEP
   • top heavy
   • (and 1 more)

     Tagged with:

     • SEP
     • top heavy
     • eligibility
   • 7 replies
   • 1.6k views
   • 
   • RTINSKY
   • September 27, 2016

7. Are catch-ups an "elective deferral described in section 402(g)(3)"?

   By Gary Lesser, April 28, 2004
   • 0 replies
   • 1.6k views
   • 
   • Gary Lesser
   • April 28, 2004

8. SEP and controlled group - please help!

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

9. Form 5330: Does a SEP-IRA have a "plan number"?

   By Guest EmployeeBenefitsAttorney, January 2, 2014
   • 1 reply
   • 1.6k views
   • 
   • ETA Consulting LLC
   • January 2, 2014

10. Forgot to fill out form 5305-SA

    By Guest sheTexasHammer, September 28, 2010
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • September 28, 2010

11. change in sep plan sponsor

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

12. CPA with a SEP and SIMPLE Plan

    By Guest Don J. Smith, July 12, 2000
    • 5 replies
    • 1.6k views
    • 
    • Gary Lesser
    • August 29, 2000

13. SIMPLE IRA & 401k start-up

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

14. Maximum contribution to EE's SARSEP

    By Guest ERISA_kid, November 19, 2003
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 19, 2003

15. Integrated SEP - Compensation

    By Guest JD Colville, April 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Bill Berke
    • April 18, 2000

16. Just clarifying....

    By bzorc, February 26, 2001
    • 3 replies
    • 1.6k views
    • 
    • Michael Devault
    • March 5, 2001

17. Simple Employer limit for 2001

    By Guest Pinestream, December 11, 2000
    • 3 replies
    • 1.6k views
    • 
    • wmyer
    • January 5, 2001

18. Nondeductible SEP contribution refundable?

    By Guest B'Etor, April 1, 2004
    • 8 replies
    • 1.6k views
    • 
    • jevd
    • April 6, 2004

19. SEP Contribution for accounts not there

    By Guest JBarid, November 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 6, 2006

20. changing integration level

    By LIBERTYKID, April 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • April 5, 2002

21. SEP eligibility????

    By Guest TaxBill, March 13, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • March 13, 2002

22. SARSEP legality question

    By Guest Shandi2010, July 8, 2010
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • July 8, 2010

23. Simple IRAs

    By Guest spritcha, December 4, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • December 5, 2001

24. Simple Plan and controlled group

    By eilano, October 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 23, 2003

25. SIMPLE and Qualified Plan

    By Randy Watson, September 29, 2009
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 8, 2009

26. Rollovers TO a SIMPLE IRA

    By Guest SPollock, September 23, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kathy
    • September 25, 1999

27. SEP after acquisition

    By Guest Jeff Belfiglio, December 8, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 8, 1999

28. How does a plan sponsor transfer a SARSEP to to a new mutual fund comp

    By Guest, July 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • August 29, 2000

29. SIMPLE IRA and EPCRS

    By Guest merlin, October 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 23, 2002

30. Definition of Compensation for match

    By bdeancpa, January 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 7, 2002

31. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • September 13, 2001

32. SEP Rollovers under EGTRRA

    By davef, July 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • July 3, 2001

33. Simple IRA rollover

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

34. SAR-SEP EE contributions....ER deposit regulations

    By Guest Mike King, March 19, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2002

35. Disqualify a SIMPLE Plan with $200 of Employer match in this year

    By Jim Chad, July 26, 2013
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 23, 2013

36. SIMPLE IRAs - eligible employees

    By Guest JPCMPLS, April 8, 2002
    • 4 replies
    • 1.6k views
    • 
    • Gary Lesser
    • April 26, 2002

37. Late deposit of employer matching contribution

    By bzorc, October 31, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 1, 2002

38. Freeze SIMPLE 401k, start regular 401k

    By Guest anne1, December 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • December 13, 2006

39. Simple Plan over 100 employees

    By MaryM, August 26, 2015
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • August 27, 2015

40. Do SEPS have the same level of protection from creditors as does let's say a 401(k)?

    By Guest sugar daddy, September 7, 2011
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • September 10, 2011

41. Distributions/Rollover

    By Ervin Barham, August 10, 1999
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • August 16, 1999

42. HCE optout

    By wsp, November 3, 2003
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • November 6, 2003

43. Establishing a non-payroll, employee choice benefit program

    By Guest Tom Byrne, January 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 29, 2001

44. Answer Books by Panel Publishers

    By Gary Lesser, October 10, 2002
    • 0 replies
    • 1.6k views
    • 
    • Gary Lesser
    • October 10, 2002

45. SEP & SIMPLE IRAS

    By Felicia, June 12, 2014   

    • ERISA
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • June 13, 2014

46. SIMPLE IRAs - any protection

    By pmacduff, January 25, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • January 25, 2005

47. SIMPLE IRA ELIGIBILITY

    By Guest robmc, January 31, 2013
    • 5 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

48. Who can sponsor a SIMPLE?

    By Santo Gold, August 7, 2013
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • August 7, 2013

49. 'lost' SIMPLE IRA deferrals

    By Tom Poje, August 14, 2002
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • August 16, 2002

50. Improper SIMPLE contributions

    By Guest YATPA, May 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 5, 2005