SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SARSEP Contributions

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

2. SIMPLE-IRA teamed with qualified plan

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

3. Recharacterize - list contrib & date?

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

4. SEP - exclsusions

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

5. SIMPLE COMPENSATION

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

6. How do you terminate a SIMPLE?

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

7. Compensation prior to effective date

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

8. SIMPLE and late deferrals

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

9. SIMPLE & Self-employed contribution

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

10. SIMPLE IRA

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

11. Terming a Simple IRA in Mid year.

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

12. SEP to safe harbor

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

13. SEP Contributions

    By jane123, March 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 28, 2003

14. SEPS and Married Filing Joint

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

15. SARSEP - effect of unsigned original adoption agreement

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

16. Simple plans

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

17. SEP contribution for deceased owner

    By katieinny, March 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • katieinny
    • March 17, 2003

18. Maximum Age in SIMPLE IRA

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

19. Not so SIMPLE IRA

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

20. Conversion of SIMPLE IRA balance to a Roth IRA

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

21. SIMPLE IRA: employer contributions

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

22. Non-profit

    By Guest RAA, March 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • March 6, 2003

23. Levy

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

24. SARSEP Continuation

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

25. Simple IRA

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

26. new 401k,but maintained SIMPLE

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

27. Sole Proprietor Incorporates--SEP Eligibility Question

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

28. 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

29. Client has SEP wants 401(k)

    By Guest amm19, February 25, 2003
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 25, 2003

30. SEP for partnership

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

31. Sep At Multiple Brikerage Accounts

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

32. SIMPLE IRA: sole proprietor: return of contributions

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

33. 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

34. SEP conversion

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

35. Simple match in short year

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

36. SIMPLE IRA - Maximum Age

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

37. Affiliated service group in this situation?

    By Guest LTurner, January 31, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2003

38. SEP - SIMPLE re family ownership

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

39. Simple IRA terminated participant

    By Guest mmg, January 28, 2003
    • 1 reply
    • 4k views
    • 
    • Gary Lesser
    • January 29, 2003

40. Stupid SEP funding question

    By MarZDoates, January 24, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 24, 2003

41. SIMPLE IRA prototype - can we use documents while waiting for IRS fili

    By Guest amfam2, January 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 23, 2003

42. SARSEP limits

    By betheeg, January 15, 2003
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • January 23, 2003

43. Sep & Simple, Same Ownership -- Excesses

    By Guest LTurner, January 14, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • January 23, 2003

44. Terminating a SIMPLE.

    By Guest Thornton, January 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 13, 2003

45. SARSEP and Profit Sharing Plan

    By FJR, January 9, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2003

46. SAR SEP ADP Test - Family Aggregation

    By rfahey, January 9, 2003
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 13, 2003

47. SIMPLE to 401k

    By Guest Bob Monte, January 9, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2003

48. SEP-IRA and non integrated 401(K) together

    By Guest firstq, January 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 13, 2003

49. Undo SIMPLE IRA Contributions

    By Guest Noidy, January 8, 2003
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 13, 2003

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

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