SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Terming a Simple IRA in Mid year.

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

2. SARSEP Qualified Plan for 1999

   By Hoard1, November 24, 1999
   • 1 reply
   • 1.4k views
   • 
   • Hoard1
   • November 24, 1999

3. Why no rollover from a SEP IRA to a Qualified Plan?

   By jukeboy56, January 27, 2006
   • 1 reply
   • 1.9k views
   • 
   • namealreadyinuse
   • January 27, 2006

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

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

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

   By Jim Chad, October 1, 2015
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • October 5, 2015

6. 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
   • 
   • Gary Lesser
   • January 17, 2005

7. SEP Plan Contribution 2012

   By Guest Curt Stoller, December 7, 2012
   • 1 reply
   • 1.2k views
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   • Gary Lesser
   • January 3, 2013

8. simple contribution limits

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

9. Successor Employer

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

10. 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

11. Frozen SEPS

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

12. 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

13. 2010 1099-R instructions

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

14. Prototype SIMPLE IRA's

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

15. 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

16. Excess Contributions - taxability

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

17. HCE optout

    By wsp, November 3, 2003
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • November 6, 2003

18. Frozen SEP - IRA Contribution

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

19. Recharacterize Traditional IRA to SEP IRA

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

20. Simple Ira Overcontributions

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

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

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

22. SARSEP to better plan

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

23. Are IRAs ERISA plans?

    By Felicia, March 29, 2001
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • April 5, 2001

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

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

25. Definition of Comp 2% S-Corp Shareholder

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

26. participation in 2 SEP plans

    By Guest Elizabeth Gaskins, September 25, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • September 25, 2002

27. SEP and 403(b)

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

28. Simple 401(k)

    By MBCarey, June 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • June 14, 2002

29. Simple Ira

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

30. SEP Distributions

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

31. SIMPLE Plan for Non calandar year end client

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

32. "benefitting": includes loan repayments?

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

33. Controlled group - who adopts the SIMPLE IRA?

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

34. SIMPLE IRA

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

35. Failure to deposit Simple IRA contributions

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

36. Simple IRA missed matching contributions

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

37. Taking prior year contibs out of SEP

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

38. SEP final year

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

39. Controlled Group Fact Pattern?

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

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

    By Guest Paul McDonald, January 20, 2000
    • 1 reply
    • 1.5k views
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    • jkharvey
    • January 20, 2000

41. Simple IRA to 401k

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

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

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

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

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

44. Controlled group

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

45. Levy

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

46. Sep At Multiple Brikerage Accounts

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

47. Non-profit

    By Guest RAA, March 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • March 6, 2003

48. Unrelated Business Taxable Income

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

49. Exclusive Plan Rule

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

50. Employee Contributions

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