SEP, SARSEP and SIMPLE Plans

1,532 topics in this forum

1. Stopping Employer Contributions to a SEP

   By Guest NPWA, April 7, 2004
   • 2 replies
   • 1.7k views
   • 
   • Gary Lesser
   • April 7, 2004

2. Dumb Q re SEP qualification

   By Guest rickw, April 5, 2004
   • 5 replies
   • 1.2k views
   • 
   • Appleby
   • April 7, 2004

3. SEP funding and "reason" for extension

   By Guest Steve Palmer, April 6, 2004
   • 3 replies
   • 1.2k views
   • 
   • Gary Lesser
   • April 7, 2004

4. Nondeductible SEP contribution refundable?

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

5. SIMPLE is replaced by a Qualified Plan

   By Earl, March 11, 2004
   • 4 replies
   • 1.5k views
   • 
   • Earl
   • April 1, 2004

6. Profit Sharing Plan and SEP

   By Lori Foresz, March 26, 2004
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2004

7. Rental Income

   By jane123, March 24, 2004
   • 4 replies
   • 2.3k views
   • 
   • Gary Lesser
   • March 27, 2004

8. Correction of SIMPLE IRA ee deferral

   By Guest amfam2, August 7, 2003
   • 4 replies
   • 1.9k views
   • 
   • Gary Lesser
   • March 18, 2004

9. SARSEP over 25 employees accepted deferrals

   By Guest Todd Lehmann, March 18, 2004
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • March 18, 2004

10. SIMPLE IRA Checklist

    By Appleby, March 17, 2004
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • March 17, 2004

11. Simple IRA deferrals

    By Lori Foresz, October 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • March 15, 2004

12. EE terminates & closes account; er sends in ee deferrals after the fact

    By Guest amfam2, March 11, 2004
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • March 15, 2004

13. Prior year failure to contribute to SEP-IRA

    By wsp, March 8, 2004
    • 2 replies
    • 2.8k views
    • 
    • Gary Lesser
    • March 15, 2004

14. Simple ER Contributions

    By Guest Pete Joachim, March 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2004

15. Direct rollover from pension plan into SIMPLE IRA

    By Guest ERISA_kid, March 5, 2004
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • March 5, 2004

16. SIMPLEs: Change in Designated Financial Institution

    By Felicia, March 4, 2004
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • March 5, 2004

17. Late Contributions & No Match to a SIMPLE IRA

    By Guest ButchElfers, March 3, 2004
    • 3 replies
    • 12k views
    • 
    • Gary Lesser
    • March 4, 2004

18. Match in first year of SIMPLE IRA?

    By Guest Labradane, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Lame Duck
    • March 4, 2004

19. LLC with possible SEP qualification issues

    By Guest nipa, March 3, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • March 4, 2004

20. Has a SEP but now wants a SH 401k

    By Guest dubya, March 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2004

21. Missing 30 day window for contributions

    By bzorc, February 25, 2004
    • 5 replies
    • 1.3k views
    • 
    • Appleby
    • February 26, 2004

22. Timing of partner's elective deferral in SIMPLE IRA

    By MarZDoates, February 24, 2004
    • 2 replies
    • 3.3k views
    • 
    • Gary Lesser
    • February 25, 2004

23. Rollover into Simple IRAs

    By pbarrett, February 23, 2004
    • 1 reply
    • 2k views
    • 
    • Appleby
    • February 23, 2004

24. SEP and the 7.5% Gateway

    By Gary Lesser, February 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • February 18, 2004

25. A Dumb simple IRA ?

    By Guest ?pensionguy, February 3, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • February 18, 2004

26. S-Corp SEP accounts for two shareholders

    By Guest JPrusinows, February 18, 2004
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 18, 2004

27. Is this a prohibited transaction?

    By Guest amfam2, February 13, 2004
    • 1 reply
    • 994 views
    • 
    • Gary Lesser
    • February 18, 2004

28. SIMPLE IRA CONTRIBUTIONS

    By Felicia, February 17, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • February 17, 2004

29. Simple IRA - How should plan sponsor correcti past years contributions errors and reconcile with participants?

    By Guest kime, February 17, 2004
    • 1 reply
    • 969 views
    • 
    • Gary Lesser
    • February 17, 2004

30. Single K - for S Corp - Dividend income VS salary

    By Guest anne3583, February 12, 2004
    • 4 replies
    • 1.3k views
    • 
    • Gary Lesser
    • February 17, 2004

31. SEP Dual Eligibility?

    By Guest Prof, January 28, 2004
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • January 31, 2004

32. exclusions from SIMPLE-IRA eligibility

    By Guest bmurphy, January 23, 2004
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • January 24, 2004

33. Can s-corp partners in an LLC have their own SEP's

    By Guest marievelem, January 21, 2004
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • January 23, 2004

34. rollover from sar-sep to 401K

    By Guest LSULLIVAN, January 23, 2004
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 23, 2004

35. Errant SEP contribution

    By Guest pmetallic, January 20, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 23, 2004

36. simple 401k eligibility

    By Guest nipa, January 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 23, 2004

37. SEP coverage for disabled employee?

    By katieinny, January 21, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 23, 2004

38. 25% Penalty

    By Guest KeithinClev, January 21, 2004
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • January 21, 2004

39. Termination of SARSEP plan to install 401(k) plan

    By Guest rgben1, January 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • January 18, 2004

40. Simple document requirements

    By Lori Foresz, January 14, 2004
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • January 18, 2004

41. When is contribution deemed made - date on check or date sent to fina inst?

    By Guest amfam2, January 12, 2004
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • January 16, 2004

42. Basis in Traditional/SIMPLE IRAs?

    By Guest Bubby, December 1, 2003
    • 9 replies
    • 3.2k views
    • 
    • jevd
    • January 16, 2004

43. Simple

    By Guest boston431, January 14, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 16, 2004

44. Pre-funding a SEP IRA

    By Guest gregens, December 22, 2003
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 12, 2004

45. change in corporate structure and SEPs

    By eilano, January 8, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • January 9, 2004

46. SIMPLE IRA & 401k start-up

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

47. Termination of SIMPLE IRA

    By Lori Foresz, January 6, 2004
    • 1 reply
    • 2.4k views
    • 
    • Appleby
    • January 8, 2004

48. Establishing a new SEP when the ER had a DB plan that was terminated long ago.

    By katieinny, January 6, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • January 7, 2004

49. SEP for owner while 401(k) maintained for staff?

    By Guest hpaine, December 30, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 31, 2003

50. Opening of SEP account

    By Rai401k, December 18, 2003
    • 6 replies
    • 1.4k views
    • 
    • Gary Lesser
    • December 23, 2003