SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Direct rollover from pension plan into SIMPLE IRA

   By Guest ERISA_kid, March 5, 2004
   • 1 reply
   • 2.4k views
   • 
   • Gary Lesser
   • March 5, 2004

2. SIMPLEs: Change in Designated Financial Institution

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

3. Match in first year of SIMPLE IRA?

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

4. Late Contributions & No Match to a SIMPLE IRA

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

5. LLC with possible SEP qualification issues

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

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

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

7. Missing 30 day window for contributions

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

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

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

9. Rollover into Simple IRAs

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

10. S-Corp SEP accounts for two shareholders

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

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

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

12. SIMPLE IRA CONTRIBUTIONS

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

13. Is this a prohibited transaction?

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

14. 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

15. Simple 401(k) Plan restated as 401(k) Plan ?

    By Guest RSNOW, February 11, 2004
    • 2 replies
    • 2k views
    • 
    • Lori H
    • June 16, 2005

16. SEP and the 7.5% Gateway

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

17. A Dumb simple IRA ?

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

18. SEP Dual Eligibility?

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

19. exclusions from SIMPLE-IRA eligibility

    By Guest bmurphy, January 23, 2004
    • 3 replies
    • 1.7k views
    • 
    • Appleby
    • January 24, 2004

20. rollover from sar-sep to 401K

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

21. simple 401k eligibility

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

22. 25% Penalty

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

23. SEP coverage for disabled employee?

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

24. 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

25. Errant SEP contribution

    By Guest pmetallic, January 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 23, 2004

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

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

27. Simple document requirements

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

28. Simple

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

29. 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

30. change in corporate structure and SEPs

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

31. SIMPLE IRA & 401k start-up

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

32. 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

33. Termination of SIMPLE IRA

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

34. 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

35. Simple IRA re-hire/eligibility rules

    By Guest chris4013, December 30, 2003
    • 5 replies
    • 5k views
    • 
    • Gary Lesser
    • November 1, 2010

36. Pre-funding a SEP IRA

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

37. SIMPLE IRA Deductiblity Issues

    By dmb, December 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 22, 2003

38. Opening of SEP account

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

39. Return of employer contribution

    By Guest Pensions in Paradise, December 17, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • December 17, 2003

40. Individual SEP IRA's for for LLC Partners

    By Guest smiceli, December 12, 2003
    • 4 replies
    • 13.5k views
    • 
    • panther
    • June 1, 2016

41. Is compensation based only on the calendar year in the case of a fiscal year SEP Plan?

    By katieinny, December 11, 2003
    • 4 replies
    • 1.8k views
    • 
    • Gary Lesser
    • December 18, 2003

42. Rollover from 401(k) to SIMPLE?

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

43. Deadline for SIMPLE deferrals for self employed or partners

    By Guest rffahey, December 10, 2003
    • 1 reply
    • 1k views
    • 
    • KJohnson
    • December 11, 2003

44. Corp switches from SEP to PS plan mid-year; have to count contributions under both for "annual additions" testing?

    By Guest nipa, December 8, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • December 17, 2003

45. fixing missed contribution

    By wsp, December 5, 2003
    • 3 replies
    • 3.4k views
    • 
    • Gary Lesser
    • December 6, 2003

46. SIMPLE IRA Entry dates

    By Guest AEA, December 5, 2003
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 6, 2003

47. SARSEP contribution limits

    By Guest bkp, December 3, 2003
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 6, 2003

48. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy, December 3, 2003
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 6, 2003

49. Customized SEP Docs; multiple plans

    By Guest RSNOW, December 3, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 3, 2003

50. participant in a simple AND 403b plan

    By Guest tlott, December 1, 2003
    • 3 replies
    • 1.1k views
    • 
    • Gary Lesser
    • December 17, 2003