SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Basis in Traditional/SIMPLE IRAs?

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

2. Catch up for SIMPLE

   By Mary Kay Foss, November 25, 2003
   • 2 replies
   • 2k views
   • 
   • Belgarath
   • November 25, 2003

3. SIMPLE 401(k) deadline ?

   By Guest kdm, November 25, 2003
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • November 25, 2003

4. Is ther any such thing as a 3% safe harbor SAR SEP Plan ?

   By Guest rffahey, November 22, 2003
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • November 24, 2003

5. Maximum contribution to EE's SARSEP

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

6. Integrated SEP Plan maximums

   By Guest rffahey, November 17, 2003
   • 1 reply
   • 2k views
   • 
   • Gary Lesser
   • November 18, 2003

7. QP-SEP ILLUSTRATOR UPDATE

   By Gary Lesser, November 15, 2003
   • 0 replies
   • 969 views
   • 
   • Gary Lesser
   • November 15, 2003

8. Non calandar year SIMPLE IRA plans

   By Guest rffahey, November 14, 2003
   • 2 replies
   • 1.2k views
   • 
   • Gary Lesser
   • November 14, 2003

9. Simple IRA issues

   By eilano, November 11, 2003
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • November 12, 2003

10. SEP and Roth, can you have both

    By Guest Macrocpa, November 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • November 9, 2003

11. SARSEP Termination

    By Guest DaveS, November 5, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • November 6, 2003

12. IRAs and Escheatment Fees

    By Guest LeslieMM, November 3, 2003
    • 9 replies
    • 6.8k views
    • 
    • Gary Lesser
    • November 8, 2003

13. HCE optout

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

14. SEP/SIMPLE - Qualified Plans?

    By MarZDoates, November 3, 2003
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • November 3, 2003

15. SEPS & partnerships

    By Felicia, October 29, 2003
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • October 29, 2003

16. Defined benefit plan with SEP

    By Guest draper, October 28, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 29, 2003

17. SARSEP to Qualified Plan

    By Guest jcj, October 28, 2003
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • October 28, 2003

18. SEP v. SARSEP v. PROFIT SHARING PLAN

    By Guest inquiry2, October 27, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 28, 2003

19. SEP IRA--Using the integrated formula

    By Guest ButchElfers, October 23, 2003
    • 4 replies
    • 12.2k views
    • 
    • Gary Lesser
    • March 22, 2005

20. Simple Plan and controlled group

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

21. Simple IRA deferrals

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

22. Simple IRA

    By Jilliandiz, October 20, 2003
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 21, 2003

23. Controlled Group Fact Pattern?

    By Gary Lesser, October 14, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • October 14, 2003

24. How to terminate a SEP arrangement?

    By Belgarath, October 1, 2003
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • October 1, 2003

25. Partnership with a SARSEP changes to S Corp 10/1/03-- okay to adopt 401k plan as of 10/1/03?

    By Dave Baker, September 23, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • October 4, 2003

26. What is partnership income for purposes of determining compensation for making an employer SIMPLE IRA contribution?

    By jane123, September 23, 2003
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • October 23, 2003

27. 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

28. SEP-IRA Contributions

    By Guest batberf, September 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 13, 2003

29. Do amounts contributed as catch up contributions to a SIMPLE IRA affect the ability to make catch up contributions to the plan of another employer such as a 401(k) or 403(b)?

    By Guest David Blask, September 12, 2003
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • September 17, 2003

30. SEP IRA coverage

    By Lori Foresz, September 11, 2003
    • 1 reply
    • 972 views
    • 
    • Appleby
    • September 11, 2003

31. 5305 SEP & P/S Plan

    By katieinny, September 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 10, 2003

32. Participate in PS Plan?

    By Guest MEWilson, September 10, 2003
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • September 15, 2003

33. SEP Investments

    By Lori H, September 9, 2003
    • 1 reply
    • 955 views
    • 
    • mbozek
    • September 10, 2003

34. Simple 401(k)

    By k man, September 5, 2003
    • 1 reply
    • 979 views
    • 
    • R. Butler
    • September 5, 2003

35. VCP SIMPLE IRA Plan Compliance Statement Issued

    By Gary Lesser, September 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • Gary Lesser
    • September 4, 2003

36. Unrelated Business Taxable Income

    By jane123, August 29, 2003
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 1, 2003

37. Dissolving sponsor

    By k man, August 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • August 26, 2003

38. Is SEP a Plan for 5500 $100,000 rule?

    By Guest Lisa Karlin, August 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • August 22, 2003

39. Employer can't have a MPPP and a SEP ??

    By Moe Howard, August 8, 2003
    • 9 replies
    • 2.2k views
    • 
    • Gary Lesser
    • August 13, 2003

40. Timing of Deferral deposits for Self employeds

    By Guest rffahey, August 8, 2003
    • 7 replies
    • 2.4k views
    • 
    • Gary Lesser
    • December 18, 2003

41. Correction of SIMPLE IRA ee deferral

    By Guest amfam2, August 7, 2003
    • 4 replies
    • 2k views
    • 
    • Gary Lesser
    • March 18, 2004

42. SEP Eligibility and Deduction Limit

    By Guest rgorman, August 1, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • August 5, 2003

43. SEP Eligibility

    By Guest tcunagin, July 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • August 5, 2003

44. Rev. Proc. 2003-44 -- SIMPLE Plans covered

    By Guest HRlawguy, July 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • August 14, 2003

45. Conversions/Recharacterizations

    By Felicia, July 9, 2003
    • 1 reply
    • 976 views
    • 
    • Appleby
    • July 10, 2003

46. Simple Employer Contributions

    By jevd, June 27, 2003
    • 3 replies
    • 1.1k views
    • 
    • Gary Lesser
    • July 5, 2003

47. SIMPLE & Safe Harbor 401(k) Plan

    By Guest Joe Vasko, June 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 27, 2003

48. er does not remit ee contrib to SIMPLE IRAs

    By Guest amfam2, June 11, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 5, 2003

49. Changing a simple401k to just a 401(k)

    By Guest BHicks, June 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • July 5, 2003

50. Simple Distribution Rules

    By Rai401k, May 29, 2003
    • 2 replies
    • 3.8k views
    • 
    • Appleby
    • May 30, 2003