SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. What is compensation for purposes of SEP using Form 5305A-SEP

   By Gudgergirl, February 21, 2014
   • 1 reply
   • 2.3k views
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   • Gary Lesser
   • April 7, 2014

2. When was last amendment of a SEP or SARSEP required?

   By Jim Chad, October 1, 2015
   • 1 reply
   • 1.2k views
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   • Belgarath
   • October 5, 2015

3. How can SARSEP limits be changed in Congress to allow contributions to be calculated like 401(k) plans (for both EE & ER contributions)?

   By Guest mhalvor, January 17, 2005
   • 1 reply
   • 1.3k views
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   • Gary Lesser
   • January 17, 2005

4. SEP Plan Contribution 2012

   By Guest Curt Stoller, December 7, 2012
   • 1 reply
   • 1.1k views
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   • Gary Lesser
   • January 3, 2013

5. simple contribution limits

   By Guest Dan Shea, December 8, 1999
   • 1 reply
   • 1.5k views
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   • Guest
   • December 8, 1999

6. Successor Employer

   By cdavis25, January 7, 2014
   • 1 reply
   • 2.8k views
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   • Gary Lesser
   • January 23, 2014

7. Existing Profit Sharing Plan to be terminated

   By John Feldt ERPA CPC QPA, March 9, 2009
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • March 9, 2009

8. Frozen SEPS

   By thepensionmaven, April 4, 2013
   • 1 reply
   • 1.3k views
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   • Bird
   • April 5, 2013

9. New SIMPLE IRA if Employer Makes Last Qualified Plan Contribution afte

   By rocknrolls2, December 13, 1999
   • 1 reply
   • 1.4k views
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   • Guest
   • December 21, 1999

10. 2010 1099-R instructions

    By Belgarath, March 9, 2010
    • 1 reply
    • 2.6k views
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    • Gary Lesser
    • May 22, 2010

11. Prototype SIMPLE IRA's

    By Belgarath, November 7, 2016
    • 1 reply
    • 760 views
    • 
    • ETA Consulting LLC
    • November 7, 2016

12. How does a plan sponsor transfer a SARSEP to to a new mutual fund comp

    By Guest, July 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • August 29, 2000

13. Excess Contributions - taxability

    By Guest jpetrancosta, July 1, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • July 2, 2002

14. HCE optout

    By wsp, November 3, 2003
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • November 6, 2003

15. Frozen SEP - IRA Contribution

    By Guest erepper, September 19, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • September 23, 2005

16. Recharacterize Traditional IRA to SEP IRA

    By rfahey, April 25, 2008
    • 1 reply
    • 2.7k views
    • 
    • Gary Lesser
    • May 11, 2008

17. Simple Ira Overcontributions

    By Felicia, December 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • December 18, 2001

18. Rolling assets from a Simple IRA into a 401k

    By Guest LSULLIVAN, October 18, 2007
    • 1 reply
    • 2k views
    • 
    • Appleby
    • October 18, 2007

19. SARSEP to better plan

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

20. Are IRAs ERISA plans?

    By Felicia, March 29, 2001
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • April 5, 2001

21. Rolling over a SIMPLE IRA to 401(k) after EGTRRA

    By Guest claretcollector, November 21, 2001
    • 1 reply
    • 1.9k views
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    • Belgarath
    • November 21, 2001

22. Definition of Comp 2% S-Corp Shareholder

    By MarZDoates, January 10, 2007
    • 1 reply
    • 2.4k views
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    • Guest
    • January 11, 2007

23. participation in 2 SEP plans

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

24. SEP and 403(b)

    By Randy Watson, February 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 9, 2007

25. Simple 401(k)

    By MBCarey, June 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • June 14, 2002

26. Simple Ira

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

27. SEP Distributions

    By Guest Pcoco, February 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • February 26, 2002

28. SIMPLE Plan for Non calandar year end client

    By rfahey, November 13, 2006
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • November 13, 2006

29. "benefitting": includes loan repayments?

    By AlbanyConsultant, February 25, 2013
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 25, 2013

30. Controlled group - who adopts the SIMPLE IRA?

    By Dawn Hafner, January 16, 2000
    • 1 reply
    • 1.5k views
    • 
    • Dawn Hafner
    • January 18, 2000

31. SIMPLE IRA

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

32. Failure to deposit Simple IRA contributions

    By jukeboy56, June 24, 2008
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • June 25, 2008

33. Simple IRA missed matching contributions

    By B21, March 28, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 28, 2012

34. Taking prior year contibs out of SEP

    By Guest Mike Visse, September 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 20, 2001

35. SEP final year

    By Guest 5500, September 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • October 12, 2004

36. Controlled Group Fact Pattern?

    By Gary Lesser, October 14, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • October 14, 2003

37. Traditional 401(k) converts to Simple 401(k).

    By Guest Paul McDonald, January 20, 2000
    • 1 reply
    • 1.4k views
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    • jkharvey
    • January 20, 2000

38. Simple IRA to 401k

    By doombuggy, December 30, 2005
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 25, 2006

39. Can a sole prop w/SEP/IRA also contribute to a Traditional IRA?

    By Guest Taxlady1040, April 13, 2014
    • 1 reply
    • 990 views
    • 
    • masteff
    • April 14, 2014

40. New max. contribution limits for SIMPLE IRAs in 2000?

    By Guest TrustMe401k, January 21, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 21, 2000

41. Controlled group

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

42. Levy

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

43. Sep At Multiple Brikerage Accounts

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

44. Non-profit

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

45. Unrelated Business Taxable Income

    By jane123, August 29, 2003
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 1, 2003

46. Exclusive Plan Rule

    By Guest Pat Metallic, May 27, 2008
    • 1 reply
    • 2.8k views
    • 
    • Gary Lesser
    • July 7, 2008

47. Employee Contributions

    By Guest kum4363, October 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • October 14, 2008

48. SIMPLE IRA and LLC

    By Guest carolyny, April 12, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • April 24, 2002

49. SIMPLE & Self-employed contribution

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

50. Simple - IRA Plan Eligibility

    By Guest ban1957, August 16, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • August 16, 2004