SEP, SARSEP and SIMPLE Plans

1,532 topics in this forum

1. SEP Eligibility

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

2. SEP Eligibility and Deduction Limit

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

3. Conversions/Recharacterizations

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

4. 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

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

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

6. Simple Employer Contributions

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

7. SIMPLE & Safe Harbor 401(k) Plan

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

8. SIMPLE Notice penalties

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

9. Simple Distribution Rules

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

10. Simple 401(k) Plan

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

11. SIMPLE IRAs

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

12. Withdrawal of excess contributions

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

13. SARSEP Contributions

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

14. SIMPLE-IRA teamed with qualified plan

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

15. Recharacterize - list contrib & date?

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

16. SEP - exclsusions

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

17. SIMPLE COMPENSATION

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

18. How do you terminate a SIMPLE?

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

19. SIMPLE and late deferrals

    By BFree, April 9, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • April 10, 2003

20. Compensation prior to effective date

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

21. SEP to safe harbor

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

22. Terming a Simple IRA in Mid year.

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

23. SIMPLE IRA

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

24. SARSEP - effect of unsigned original adoption agreement

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

25. SIMPLE & Self-employed contribution

    By Guest Steve Palmer, April 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • txdd
    • April 9, 2003

26. SEP Contributions

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

27. SEPS and Married Filing Joint

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

28. Conversion of SIMPLE IRA balance to a Roth IRA

    By Guest neilcap, March 8, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 24, 2003

29. Simple plans

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

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

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

31. SEP contribution for deceased owner

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

32. Not so SIMPLE IRA

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

33. Maximum Age in SIMPLE IRA

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

34. Levy

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

35. Non-profit

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

36. SIMPLE IRA: employer contributions

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

37. new 401k,but maintained SIMPLE

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

38. SARSEP Continuation

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

39. 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

40. Sole Proprietor Incorporates--SEP Eligibility Question

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

41. Simple IRA

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

42. SIMPLE IRA: sole proprietor: return of contributions

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

43. Client has SEP wants 401(k)

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

44. SEP for partnership

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

45. 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

46. Simple match in short year

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

47. Sep At Multiple Brikerage Accounts

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

48. SEP conversion

    By wsp, February 7, 2003
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • February 14, 2003

49. SIMPLE IRA - Maximum Age

    By Guest wjr, February 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • February 7, 2003

50. SEP - SIMPLE re family ownership

    By Guest LTurner, January 31, 2003
    • 1 reply
    • 994 views
    • 
    • Guest
    • February 4, 2003