SEP, SARSEP and SIMPLE Plans

1,513 topics in this forum

1. Contributions to 401(k) and SEP?

   By Guest Thomas2006, March 3, 2009
   • 3 replies
   • 1.7k views
   • 
   • Jim Chad
   • March 14, 2009

2. ACAs EACAs in SARSEPS & SIMPLE IRAs

   By jevd, February 27, 2009
   • 3 replies
   • 1.2k views
   • 
   • jevd
   • March 13, 2009

3. Existing Profit Sharing Plan to be terminated

   By John Feldt ERPA CPC QPA, March 9, 2009
   • 1 reply
   • 1.2k views
   • 
   • Belgarath
   • March 9, 2009

4. ACAs & EACAs In SIMPLEs & SARSEPS

   By jevd, February 27, 2009
   • 10 replies
   • 2k views
   • 
   • Gary Lesser
   • March 4, 2009

5. SEP Schedule C and 401k W-2 income?

   By Guest Moira, March 3, 2009
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • March 3, 2009

6. SIMPLE 401(k) and successor plan issue?

   By Guest rarnedt, March 2, 2009
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 2, 2009

7. Reclassify Trad. IRA to SEP IRA?

   By Guest tar0930, February 20, 2009
   • 9 replies
   • 3.4k views
   • 
   • jevd
   • March 2, 2009

8. SIMPLE self employed match

   By Guest nicola, February 27, 2009
   • 2 replies
   • 1k views
   • 
   • Guest
   • February 27, 2009

9. SIMPLE contribution - can it be stopped mid year?

   By Pension Panda, February 24, 2009
   • 1 reply
   • 4k views
   • 
   • Gary Lesser
   • February 24, 2009

10. SIMPLE termination

    By Guest LTurner, February 19, 2009
    • 2 replies
    • 1.7k views
    • 
    • jlea
    • February 20, 2009

11. New SIMPLE Plan

    By Guest rgorman, January 8, 2009
    • 6 replies
    • 1.4k views
    • 
    • Gary Lesser
    • February 3, 2009

12. SIMPLE IRA transfer to regular IRA while still employed with the company?

    By Guest bsmith12, January 18, 2009
    • 11 replies
    • 15.2k views
    • 
    • Guest
    • January 28, 2009

13. SIMPLE IRA Year End/Final Contribution

    By Guest Aaron Taylor, January 21, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 21, 2009

14. sep and traditional db plan

    By Guest anico greg, January 15, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 15, 2009

15. partner in law firm wants SEP

    By k man, January 12, 2009
    • 18 replies
    • 2.9k views
    • 
    • QDROphile
    • January 14, 2009

16. overfunded SEP

    By Santo Gold, January 8, 2009
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 12, 2009

17. Termination of SIMPLE IRA - Required Disclosure

    By Guest pcohen, December 17, 2008
    • 3 replies
    • 3.7k views
    • 
    • jlea
    • December 18, 2008

18. Simple to 401k Invalidation Followup Question

    By Guest Grumbles, December 16, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • December 17, 2008

19. Simple to 401k Invalidation Question

    By Guest Grumbles, December 11, 2008
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 11, 2008

20. Can a 75 year old self employed individual set up a SIMPLE IRA?

    By katieinny, December 8, 2008
    • 2 replies
    • 1.6k views
    • 
    • katieinny
    • December 8, 2008

21. Can a SAR SEP be invested at multiple institutions?

    By Guest Bergybass, December 3, 2008
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 3, 2008

22. Prototype SEP

    By SMB, November 25, 2008
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • December 1, 2008

23. RETIREMENT PLAN ILLUSTRATION CALCULATOR

    By Gary Lesser, September 18, 2007
    • 4 replies
    • 4k views
    • 
    • Gary Lesser
    • November 26, 2008

24. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 23, 2008

25. Excess contributions to SEP

    By Guest ple-rj, February 25, 2008
    • 5 replies
    • 3.7k views
    • 
    • Gary Lesser
    • November 5, 2008