SEP, SARSEP and SIMPLE Plans

1,532 topics in this forum

1. 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

2. DB plan terminated

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

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

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

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

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

5. Exception to 10% early withdrawal penalty

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

6. 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

7. SEP final year

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

8. SIMPLE distributions

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

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

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

10. Terminating a simple IRA

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

11. Simple 401k and Plan Design Limits

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

12. postponement of RMD from SIMPLE plan

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

13. After Tax $ in a SIMPLE IRA

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

14. 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

15. 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

16. Real-Estate investment

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

17. Compensation Limit

    By Lori Foresz, August 30, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • August 30, 2004

18. annual fees

    By Felicia, August 25, 2004
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • August 30, 2004

19. SEP IRA contribution for earnings from two calendar years

    By Guest nirvana, August 26, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 27, 2004

20. Termination of SARSEP

    By Lori Foresz, August 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • August 27, 2004

21. Employer maintain SARSEP and a 401(k)?

    By Guest MaggieNme417, April 6, 2004
    • 4 replies
    • 1.8k views
    • 
    • Gary Lesser
    • August 27, 2004

22. late SEP contribution

    By betheeg, August 25, 2004
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • August 26, 2004

23. ADP test for SARSEP

    By FJR, August 17, 2004
    • 2 replies
    • 3k views
    • 
    • Bird
    • August 18, 2004

24. Simple - IRA Plan Eligibility

    By Guest ban1957, August 16, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • August 16, 2004

25. owner of company with 401(k0 buying company with SIMPLE

    By Guest gnielsen, August 10, 2004
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • August 11, 2004

26. Rollover from 401(k) to SIMPLE?

    By Guest Thornton, December 11, 2003
    • 5 replies
    • 2.1k views
    • 
    • Gary Lesser
    • August 5, 2004

27. Adopting SEP, but had terminated DB plan

    By Guest Gregory, August 5, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • August 5, 2004

28. SIMPLE IRA - setup mistake

    By Guest Emiman, July 23, 2004
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 29, 2004

29. FY SARSEP (7/31/05 plan yr end), can SIMPLE 401k be estab if SARSEP terminated 12/31/04?

    By maverick, July 21, 2004
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 23, 2004

30. Company with SARSEP purchasing Company with 401(k)

    By Guest philc, July 16, 2004
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 22, 2004

31. SEP Sponsored by Local Union

    By Guest SCUDDESLER, July 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 22, 2004

32. Inte-Greater Software (Online Version Available)

    By Gary Lesser, July 22, 2004
    • 0 replies
    • 1.1k views
    • 
    • Gary Lesser
    • July 22, 2004

33. Can this individual adopt a SIMPLE plan?

    By Guest Fishchick, July 20, 2004
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • July 20, 2004

34. Is there anything to prevent a MP plan from converting to a SIMPLE-401(k)?

    By Tetsuro, July 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • July 15, 2004

35. Controlled Group question

    By Guest cdizzle, June 23, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2004

36. excess sep contrib after amending 1040

    By Guest carla, June 23, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • June 24, 2004

37. Does ERISA apply to SEP-IRAs ?

    By Guest Moe Howard2, June 21, 2004
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • June 23, 2004

38. Partial Discontinuance of a Prototype SIMPLE IRA

    By Guest jg062098, June 3, 2004
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • June 16, 2004

39. Eligibility issues when going from SEP to a 401k

    By Guest dubya, June 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • June 16, 2004

40. SEP-IRA Controlled Group

    By Guest adamor, May 13, 2004
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • June 9, 2004

41. 25% penalty in 1st 2 years

    By Guest bmurphy, June 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • June 9, 2004

42. Exclusion Allowance

    By Gary Lesser, April 28, 2004
    • 0 replies
    • 1.2k views
    • 
    • Gary Lesser
    • April 28, 2004

43. 25% Prototype SEP Allocation Limit

    By Gary Lesser, April 28, 2004
    • 0 replies
    • 1.1k views
    • 
    • Gary Lesser
    • April 28, 2004

44. 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

45. Can we establish a SEP for 2003 now?

    By Guest Boilerburm, April 27, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 28, 2004

46. SIMPLE Plan and TSP Contributions

    By Guest tac, April 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 24, 2004

47. SEP contribution after S Corp has filed tax return

    By waid10, March 26, 2004
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • April 23, 2004

48. Termination of PS plan in 2003 (not yet funded); OK to start SIMPLE plan 10/1/03?

    By MarZDoates, September 15, 2003
    • 7 replies
    • 1.5k views
    • 
    • Appleby
    • April 22, 2004

49. Canadian Company Set Up SEP

    By Guest Monika Zimmer, April 19, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 19, 2004

50. Reporting SEP contributions to IRS

    By Guest nirvana, April 7, 2004
    • 7 replies
    • 5.1k views
    • 
    • Gary Lesser
    • April 9, 2004