SEP, SARSEP and SIMPLE Plans

1,536 topics in this forum

1. Sep At Multiple Brikerage Accounts

   By Guest ban1957, February 15, 2003
   • 1 reply
   • 1.5k views
   • 
   • Appleby
   • February 18, 2003

2. SEP conversion

   By wsp, February 7, 2003
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • February 14, 2003

3. SIMPLE IRA - Maximum Age

   By Guest wjr, February 3, 2003
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • February 7, 2003

4. SEP - SIMPLE re family ownership

   By Guest LTurner, January 31, 2003
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • February 4, 2003

5. SARSEP and Profit Sharing Plan

   By FJR, January 9, 2003
   • 4 replies
   • 1.8k views
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   • Guest
   • February 4, 2003

6. Affiliated service group in this situation?

   By Guest LTurner, January 31, 2003
   • 1 reply
   • 1.5k views
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   • Guest
   • January 31, 2003

7. Simple IRA terminated participant

   By Guest mmg, January 28, 2003
   • 1 reply
   • 4.2k views
   • 
   • Gary Lesser
   • January 29, 2003

8. Stupid SEP funding question

   By MarZDoates, January 24, 2003
   • 3 replies
   • 1.6k views
   • 
   • Gary Lesser
   • January 24, 2003

9. Sep & Simple, Same Ownership -- Excesses

   By Guest LTurner, January 14, 2003
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • January 23, 2003

10. SARSEP limits

    By betheeg, January 15, 2003
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • January 23, 2003

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

    By Guest amfam2, January 17, 2003
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 23, 2003

12. SIMPLE to 401k

    By Guest Bob Monte, January 9, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 14, 2003

13. SEP % limit

    By Guest kdm, January 6, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 14, 2003

14. Undo SIMPLE IRA Contributions

    By Guest Noidy, January 8, 2003
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • January 13, 2003

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

    By Guest firstq, January 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 13, 2003

16. SAR SEP ADP Test - Family Aggregation

    By rfahey, January 9, 2003
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 13, 2003

17. Terminating a SIMPLE.

    By Guest Thornton, January 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • January 13, 2003

18. SIMPLE plan: When does employer have to match ?

    By Moe Howard, January 3, 2003
    • 8 replies
    • 2.2k views
    • 
    • mbozek
    • January 6, 2003

19. 401(k) Rollover to SIMPLE IRA

    By Guest Bob Lees, December 26, 2002
    • 5 replies
    • 11.2k views
    • 
    • Gary Lesser
    • January 2, 2003

20. Simple Ira

    By Guest LTurner, December 30, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 2, 2003

21. SIMPLE IRA Plan for 2002, adopted in late December?

    By Guest tracyzimmer, December 30, 2002
    • 4 replies
    • 2k views
    • 
    • Gary Lesser
    • January 2, 2003

22. Excess Employer Contributions to SIMPLE IRA

    By MarZDoates, December 31, 2002
    • 2 replies
    • 3k views
    • 
    • Appleby
    • January 2, 2003

23. Sarsep Rollover To Qualified Plan

    By Guest SCUDDESLER, December 12, 2002
    • 5 replies
    • 6.4k views
    • 
    • Gary Lesser
    • December 27, 2002

24. SEP & Qualified Plan Contribution

    By dmb, December 26, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 27, 2002

25. Percentage of Contribution Limit

    By Guest Thornton, December 26, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 26, 2002

26. SAR SEP IRS Audit

    By rfahey, December 16, 2002
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • December 26, 2002

27. Terminating a SIMPLE 401(k) Plan

    By Guest taj32z, December 18, 2002
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • December 26, 2002

28. Amend Service Requirement

    By MarZDoates, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • December 26, 2002

29. prototype plan document for SEP-IRA plan that allows contributions to

    By Guest Barbara Roper, December 10, 2002
    • 3 replies
    • 6.2k views
    • 
    • Gary Lesser
    • December 26, 2002

30. Revocation of SIMPLE 401(k)

    By nancy, December 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • December 26, 2002

31. Revised Model Forms

    By Guest wjr, December 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2002

32. Simple 401(k) violation of Exclusive Plan Rule

    By Guest J Dennis, December 11, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 12, 2002

33. Controlled group

    By Guest RAA, December 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 10, 2002

34. RMD Reporting Requirement

    By Guest AFRICA6796, December 10, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 10, 2002

35. SEP IRA Problem

    By Guest Stenli, December 6, 2002
    • 1 reply
    • 1.5k views
    • 
    • actuarysmith
    • December 6, 2002

36. SIMPLE IRA replacing a 401(k)

    By Guest Pat Metallic, December 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • December 5, 2002

37. "Terminated" SAR-SEP replaced w/ Safe Harbor 401(k)

    By MarZDoates, November 8, 2002
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 3, 2002

38. Surviving Spouse Benefits under SEPs

    By Scott, December 2, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • December 3, 2002

39. Amending SIMPLE IRA eligibility

    By Guest kdm, November 21, 2002
    • 3 replies
    • 2.5k views
    • 
    • Gary Lesser
    • December 2, 2002

40. Earned income calculation on SIMPLE IRA

    By Guest Pat Metallic, November 22, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • November 29, 2002

41. SEP and Incidental Benefits

    By Guest brenns99, November 19, 2002
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • November 29, 2002

42. "Re-starting" a SARSEP

    By Guest kdm, November 27, 2002
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • November 29, 2002

43. SIMPLE 401(k) Plan to a traditional 401(k) Plan

    By Guest Emiman, November 27, 2002
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 29, 2002

44. Early withdrawl taxes

    By Guest Carl C, November 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mary Kay Foss
    • November 23, 2002

45. FICA Withholdings on SAR-SEP Contributions

    By Guest Denise S. Prince, November 21, 2002
    • 4 replies
    • 3.4k views
    • 
    • jpod
    • November 22, 2002

46. Updating SIMPLE-IRA documents

    By R. Butler, November 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • R. Butler
    • November 20, 2002

47. Transfers/Rollovers to Eligible Retirement Plans

    By Guest Donaldson, October 25, 2002
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 14, 2002

48. Sarsep

    By Guest JDK, November 6, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • November 6, 2002

49. Frozen 401(k) -- SIMPLE-IRA

    By R. Butler, November 5, 2002
    • 2 replies
    • 2.1k views
    • 
    • R. Butler
    • November 5, 2002

50. Late deposit of employer matching contribution

    By bzorc, October 31, 2002
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • November 1, 2002