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SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

  1. Improper SIMPLE contributions

    By Guest YATPA,
    • 1 reply
    • 1.6k views

  2. SEP / SH401k New Comp in same year

    By Guest Suanne,
    • 1 reply
    • 1.6k views

  3. SIMPLE Employer match

    By Guest nicola,
    • 1 reply
    • 1.6k views

  4. Unaware of holding period, rolled, custodian did not withhold 25% pena

    By Guest Kuryan Thomas,
    • 1 reply
    • 1.6k views

  5. any loopholes to the "SIMPLE plan is the only plan" rule?

    By MR,
    • 4 replies
    • 1.5k views

  6. Qualified plan established during year when SIMPLE IRA contributions a

    By Guest FredReilly,
    • 2 replies
    • 1.5k views

  7. SARSEPS and Prior Year ADP Testing.

    By Guest,
    • 1 reply
    • 1.5k views

  8. Simple Coordination/termination

    By Guest JBALLARINO,
    • 1 reply
    • 1.5k views

  9. SIMPLE coordination with 401(k) plan of other employer

    By Guest Lyn Wyatt,
    • 1 reply
    • 1.5k views

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

    By Guest quietcook,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Guest philc,
    • 3 replies
    • 1.5k views

  12. SARSEP to 401(k) - new deferral election required?

    By masteff,
    • 2 replies
    • 1.5k views

  13. Simple and Solo 401k

    By Guest bmurphy,
    • 2 replies
    • 1.5k views

  14. SARSEP-Coordination with 401(k) Plan

    By Guest ANNEBV,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  15. Is there a minimum time period for a plan sponsor to have a simple ira in operation.

    By Guest Elfman,
    • 1 reply
    • 1.5k views

  16. Disqualification of SARSEP

    By LIBERTYKID,
    • 2 replies
    • 1.5k views

  17. SIMPLE IRAS--REMOVAL OF EXCESS EMPLOYER CONTRIBUTIONS

    By Felicia,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  18. New SIMPLE Plan

    By Guest rgorman,
    • 6 replies
    • 1.5k views

  19. Waiver

    By Guest Ernie Guerriero,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  20. Miscalculated Elibility in SIMPLE plan

    By Guest kdp,
    • 3 replies
    • 1.5k views

  21. SEP and Profit Sharing Plan

    By DP,
    • 1 reply
    • 1.5k views

  22. Roth IRA rollable to Qualified Plan ?

    By JAY21,
    • 1 reply
    • 1.5k views
    • Alf
    • Alf

  23. Proposed increments to the contribution limits

    By Guest peterpeter,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  24. H&W Benefit plan coverage on first day of employement

    By Guest John M,
    • 1 reply
    • 1.5k views

  25. SEP for 1 year, then QRP

    By J Simmons,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  26. CAN THEY MAKE A SEP CONTRIBUTION??

    By dmb,
    • 1 reply
    • 1.5k views

  27. Family Aggregate Elimination?

    By Guest MALFONI,
    • 1 reply
    • 1.5k views

  28. 72(t) rule changes-legislative update

    By Appleby,
    • 1 reply
    • 1.5k views

  29. Terminate a PS to start a SIMPLE

    By Guest jetfaninmn,
    • 3 replies
    • 1.5k views

  30. Net profits required in order to make a SEP contribution?

    By Guest fusiuser,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  31. Off Calendar SEP - Terminating Employees

    By ubermax,
    • 10 replies
    • 1.5k views

  32. SIMPLE IRA 401(k) Controlled Group

    By R. Butler,
    • 2 replies
    • 1.5k views

  33. Profit Sharing Contribution deposited to SEP in error

    By Lynn Campbell,
    • 3 replies
    • 1.5k views

  34. Can SEP funds be rolled into Profit Sharing Plan?

    By Lynn Campbell,
    • 1 reply
    • 1.5k views

  35. EGTRRA: SEP Limit 25%?

    By Guest Andy Mayo,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  36. 2011 COLA & Rollover Charts

    By Gary Lesser,
    • 1 reply
    • 1.5k views

  37. Rollovers INTO a Simple IRA

    By pmacduff,
    • 1 reply
    • 1.5k views

  38. Can an individual partner sponsor a SEP?

    By chris,
    • 1 reply
    • 1.5k views

  39. SARSEP to 401k change

    By Guest PORTE,
    • 1 reply
    • 1.5k views

  40. SIMPLE IRA in VCP

    By Guest BED,
    • 1 reply
    • 1.5k views

  41. Pre-Existing SEP - First year 5500-EZ Filing for 401(k) Plan

    By Towanda,
    • 6 replies
    • 1.5k views

  42. 5305-SEP to 401k plan in same yr; ps start date 1/1?

    By TPApril,
    • 2 replies
    • 1.5k views

  43. Distribution from SEP IRA

    By Guest agordon,
    • 1 reply
    • 1.5k views

  44. SEP in addtion to 403(b)

    By dmb,
    • 5 replies
    • 1.5k views

  45. SEP & traditional IRA

    By ssiesser,   
    • 1 reply
    • 1.5k views

  46. SIMPLE IRA Plan. Unsure if controlled group poses a problem

    By Guest Dennis Hennessy,
    • 3 replies
    • 1.5k views

  47. SIMPLE IRA Year End/Final Contribution

    By Guest Aaron Taylor,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  48. Terminated Simple Plan

    By DP,
    • 2 replies
    • 1.5k views

  49. Anything prohibiting a sole proprietor from continuing his SEP while adding a DB/412(i)?

    By Lori H,
    • 1 reply
    • 1.5k views

  50. SEP Plan is ineligible because company is part of a large controlled G

    By Guest Todd Lehmann,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest
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