SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SEP % limit

   By Guest kdm, January 6, 2003
   • 3 replies
   • 1.3k views
   • 
   • Gary Lesser
   • January 14, 2003

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

   By Moe Howard, January 3, 2003
   • 8 replies
   • 2k views
   • 
   • mbozek
   • January 6, 2003

3. Excess Employer Contributions to SIMPLE IRA

   By MarZDoates, December 31, 2002
   • 2 replies
   • 2.7k views
   • 
   • Appleby
   • January 2, 2003

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

   By Guest tracyzimmer, December 30, 2002
   • 4 replies
   • 1.8k views
   • 
   • Gary Lesser
   • January 2, 2003

5. Simple Ira

   By Guest LTurner, December 30, 2002
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • January 2, 2003

6. SEP & Qualified Plan Contribution

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

7. 401(k) Rollover to SIMPLE IRA

   By Guest Bob Lees, December 26, 2002
   • 5 replies
   • 11k views
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   • Gary Lesser
   • January 2, 2003

8. Percentage of Contribution Limit

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

9. Revocation of SIMPLE 401(k)

   By nancy, December 20, 2002
   • 2 replies
   • 1.3k views
   • 
   • Gary Lesser
   • December 26, 2002

10. Amend Service Requirement

    By MarZDoates, December 20, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • December 26, 2002

11. Revised Model Forms

    By Guest wjr, December 20, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 20, 2002

12. Terminating a SIMPLE 401(k) Plan

    By Guest taj32z, December 18, 2002
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • December 26, 2002

13. SAR SEP IRS Audit

    By rfahey, December 16, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • December 26, 2002

14. Sarsep Rollover To Qualified Plan

    By Guest SCUDDESLER, December 12, 2002
    • 5 replies
    • 6.1k views
    • 
    • Gary Lesser
    • December 27, 2002

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

    By Guest J Dennis, December 11, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 12, 2002

16. RMD Reporting Requirement

    By Guest AFRICA6796, December 10, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 10, 2002

17. Controlled group

    By Guest RAA, December 10, 2002
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • December 10, 2002

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

    By Guest Barbara Roper, December 10, 2002
    • 3 replies
    • 6k views
    • 
    • Gary Lesser
    • December 26, 2002

19. SEP IRA Problem

    By Guest Stenli, December 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • December 6, 2002

20. SIMPLE IRA replacing a 401(k)

    By Guest Pat Metallic, December 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 5, 2002

21. Surviving Spouse Benefits under SEPs

    By Scott, December 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • December 3, 2002

22. "Re-starting" a SARSEP

    By Guest kdm, November 27, 2002
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 29, 2002

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

    By Guest Emiman, November 27, 2002
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 29, 2002

24. Early withdrawl taxes

    By Guest Carl C, November 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • November 23, 2002

25. Earned income calculation on SIMPLE IRA

    By Guest Pat Metallic, November 22, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 29, 2002

26. FICA Withholdings on SAR-SEP Contributions

    By Guest Denise S. Prince, November 21, 2002
    • 4 replies
    • 3.1k views
    • 
    • jpod
    • November 22, 2002

27. Amending SIMPLE IRA eligibility

    By Guest kdm, November 21, 2002
    • 3 replies
    • 2.4k views
    • 
    • Gary Lesser
    • December 2, 2002

28. Updating SIMPLE-IRA documents

    By R. Butler, November 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • R. Butler
    • November 20, 2002

29. SEP and Incidental Benefits

    By Guest brenns99, November 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • November 29, 2002

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

    By MarZDoates, November 8, 2002
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • December 3, 2002

31. Sarsep

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

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

    By R. Butler, November 5, 2002
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • November 5, 2002

33. Late deposit of employer matching contribution

    By bzorc, October 31, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 1, 2002

34. Sep's For Self-employed Owner

    By Guest Gonzalos, October 31, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 31, 2002

35. Entry date in SIMPLE-IRA

    By R. Butler, October 30, 2002
    • 1 reply
    • 3.5k views
    • 
    • Gary Lesser
    • October 31, 2002

36. Use of Designated Financial Institution

    By Guest Donaldson, October 28, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 31, 2002

37. Transfers/Rollovers to Eligible Retirement Plans

    By Guest Donaldson, October 25, 2002
    • 5 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 14, 2002

38. Simple 401(k) PLan

    By Guest Dee Kratz, October 24, 2002
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 31, 2002

39. SIMPLE IRA and EPCRS

    By Guest merlin, October 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • October 23, 2002

40. SARSEP to better plan

    By Guest arolson, October 14, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 24, 2002

41. Rollovers from SIMPLE IRAs

    By Felicia, October 10, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 25, 2002

42. Can a sole propritor with 2 separate schedule C businesses have a SEP

    By Guest Chris Compton, October 10, 2002
    • 4 replies
    • 9.2k views
    • 
    • Gary Lesser
    • October 10, 2002

43. SEP, SARSEP, SIMPLE and TSA Software Programs

    By Gary Lesser, October 10, 2002
    • 0 replies
    • 1.1k views
    • 
    • Gary Lesser
    • October 10, 2002

44. Answer Books by Panel Publishers

    By Gary Lesser, October 10, 2002
    • 0 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 10, 2002

45. SEP Contribution Question

    By Guest Julie Young9, October 9, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • October 10, 2002

46. Help Gary! Excess SEP Contribution

    By Guest Taxman, October 7, 2002
    • 8 replies
    • 2.4k views
    • 
    • Gary Lesser
    • October 11, 2002

47. 72(t) rule changes-legislative update

    By Appleby, October 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 3, 2002

48. Must update SEP document for EGTRRA if no further contributions under SEP going to be made?

    By LIBERTYKID, October 1, 2002
    • 11 replies
    • 5.9k views
    • 
    • amadeus229
    • September 18, 2015

49. participation in 2 SEP plans

    By Guest Elizabeth Gaskins, September 25, 2002
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • September 25, 2002

50. Simple IRA, 401(k) and Leased Employees

    By Guest mbaca, September 25, 2002
    • 8 replies
    • 2.8k views
    • 
    • rcline46
    • September 26, 2002