SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

1. 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

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

   By Guest HRlawguy, July 15, 2003
   • 3 replies
   • 1.4k views
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   • Gary Lesser
   • August 14, 2003

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

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

4. SEP Eligibility

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

5. SEP Eligibility and Deduction Limit

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

6. Conversions/Recharacterizations

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

7. er does not remit ee contrib to SIMPLE IRAs

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

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

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

9. Simple Employer Contributions

   By jevd, June 27, 2003
   • 3 replies
   • 1.2k views
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   • Gary Lesser
   • July 5, 2003

10. SIMPLE & Safe Harbor 401(k) Plan

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

11. SIMPLE Notice penalties

    By Guest ERISAweasel, May 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 9, 2003

12. Simple Distribution Rules

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

13. Simple 401(k) Plan

    By Guest dietpepsi, May 28, 2003
    • 0 replies
    • 980 views
    • 
    • Guest
    • May 28, 2003

14. SIMPLE IRAs

    By Felicia, May 8, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 9, 2003

15. Withdrawal of excess contributions

    By Guest P A Weick, May 6, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • May 6, 2003

16. SARSEP Contributions

    By Guest Cindyd, May 1, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 1, 2003

17. SIMPLE-IRA teamed with qualified plan

    By Christine Roberts, April 28, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 29, 2003

18. Recharacterize - list contrib & date?

    By Guest amfam2, April 25, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • April 25, 2003

19. SEP - exclsusions

    By eilano, April 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 17, 2003

20. SIMPLE COMPENSATION

    By Guest nicola, April 11, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • April 12, 2003

21. How do you terminate a SIMPLE?

    By Guest rocnrols2, April 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • April 11, 2003

22. SIMPLE and late deferrals

    By BFree, April 9, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 10, 2003

23. Compensation prior to effective date

    By Guest wjr, April 10, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 10, 2003

24. SEP to safe harbor

    By Guest MichaelM, April 7, 2003
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • April 10, 2003

25. Terming a Simple IRA in Mid year.

    By Guest ButchElfers, April 7, 2003
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 10, 2003

26. SIMPLE IRA

    By Felicia, April 8, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • April 10, 2003

27. SARSEP - effect of unsigned original adoption agreement

    By Guest blaum8, March 21, 2003
    • 13 replies
    • 4.2k views
    • 
    • Gary Lesser
    • April 10, 2003

28. SIMPLE & Self-employed contribution

    By Guest Steve Palmer, April 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • txdd
    • April 9, 2003

29. SEP Contributions

    By jane123, March 27, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • March 28, 2003

30. SEPS and Married Filing Joint

    By Guest KFLETT, March 26, 2003
    • 1 reply
    • 973 views
    • 
    • Mike Preston
    • March 26, 2003

31. Conversion of SIMPLE IRA balance to a Roth IRA

    By Guest neilcap, March 8, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 24, 2003

32. Simple plans

    By Guest Joanne Davey, March 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 20, 2003

33. SEP Integration: Reduction of $40,000 limit

    By katieinny, January 7, 2003
    • 14 replies
    • 3.5k views
    • 
    • Gary Lesser
    • March 17, 2003

34. SEP contribution for deceased owner

    By katieinny, March 13, 2003
    • 2 replies
    • 1.4k views
    • 
    • katieinny
    • March 17, 2003

35. Not so SIMPLE IRA

    By Guest Fauxqui, March 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 16, 2003

36. Maximum Age in SIMPLE IRA

    By wmyer, March 12, 2003
    • 1 reply
    • 982 views
    • 
    • Mike Preston
    • March 12, 2003

37. Levy

    By jane123, March 5, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • March 6, 2003

38. Non-profit

    By Guest RAA, March 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • March 6, 2003

39. SIMPLE IRA: employer contributions

    By Felicia, March 6, 2003
    • 1 reply
    • 968 views
    • 
    • Gary Lesser
    • March 6, 2003

40. new 401k,but maintained SIMPLE

    By Guest LTurner, February 27, 2003
    • 5 replies
    • 1.3k views
    • 
    • Gary Lesser
    • March 6, 2003

41. SARSEP Continuation

    By Guest wjr, March 4, 2003
    • 1 reply
    • 977 views
    • 
    • Gary Lesser
    • March 4, 2003

42. SIMPLE IRA deferrals - are they employee assets or employer's?

    By Guest amfam2, February 10, 2003
    • 4 replies
    • 1.3k views
    • 
    • Gary Lesser
    • March 4, 2003

43. Sole Proprietor Incorporates--SEP Eligibility Question

    By KJohnson, February 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 4, 2003

44. Simple IRA

    By Guest David Barrer, February 28, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 4, 2003

45. SIMPLE IRA: sole proprietor: return of contributions

    By Felicia, February 12, 2003
    • 9 replies
    • 2.4k views
    • 
    • Gary Lesser
    • March 4, 2003

46. Client has SEP wants 401(k)

    By Guest amm19, February 25, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • February 25, 2003

47. SEP for partnership

    By MarZDoates, February 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 25, 2003

48. Can SIMPLE IRA assets be rolled over to a 401K Plan?

    By Guest ddo2, February 25, 2003
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 25, 2003

49. Simple match in short year

    By Guest Christie Banks, February 6, 2003
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • February 24, 2003

50. Sep At Multiple Brikerage Accounts

    By Guest ban1957, February 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 18, 2003