SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. 72(t) rule changes-legislative update

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

2. 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

3. participation in 2 SEP plans

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

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

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

5. SAR-SEP's Prototype to Model?

   By Guest Patrick M, September 19, 2002
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • September 26, 2002

6. Issues involved in converting a safe-harbor 401(k) to a simple 401(k)?

   By chris, September 18, 2002
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • September 26, 2002

7. Loans in a SIMPLE

   By Guest Big Show, September 17, 2002
   • 1 reply
   • 1.3k views
   • 
   • R. Butler
   • September 17, 2002

8. changing from a 401(k) to a SIMPLE

   By FJR, September 17, 2002
   • 2 replies
   • 1.4k views
   • 
   • Appleby
   • September 17, 2002

9. SEP Plan Sponsor Entity Changed mid-year

   By MarZDoates, September 9, 2002
   • 2 replies
   • 1.4k views
   • 
   • MarZDoates
   • September 13, 2002

10. SEP Short Plan Year

    By Guest CJDwyer, September 4, 2002
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • November 26, 2012

11. Alternative re second spouse and changing beneficiary designation

    By chris, September 4, 2002
    • 6 replies
    • 1.3k views
    • 
    • chris
    • September 4, 2002

12. SIMPLE IRA's/401(k)s

    By Guest sherryc, August 28, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • September 3, 2002

13. Simple IRAs/401(k)s

    By Guest sherryc, August 28, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 28, 2002

14. SIMPLE IRAs/401(k)s

    By Guest sherryc, August 28, 2002
    • 0 replies
    • 939 views
    • 
    • Guest
    • August 28, 2002

15. SEP, SARSEP and SIMPLE Plans

    By Guest sherryc, August 26, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 26, 2002

16. Termination of SAR-SEP

    By MarZDoates, August 22, 2002
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • August 22, 2002

17. 'lost' SIMPLE IRA deferrals

    By Tom Poje, August 14, 2002
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • August 16, 2002

18. Failure to make matching contribution

    By k man, August 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • August 11, 2002

19. Notice to ee's re: new EGTRRA limits for SIMPLE & SEP plans?

    By Guest amfam2, August 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 6, 2002

20. SarSep to 401(k) Plan

    By Guest Dee Kratz, August 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • actuarysmith
    • August 5, 2002

21. SEP & Controlled Group

    By SMB, July 31, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • August 1, 2002

22. SEP ~ UNIK Comparison!

    By Guest Philip Simpkins, July 26, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • July 26, 2002

23. DB Plan & SEP

    By R. Butler, July 18, 2002
    • 1 reply
    • 1.8k views
    • 
    • actuarysmith
    • July 19, 2002

24. 501(c)6 Non-Profit

    By Archimage, July 17, 2002
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 18, 2002

25. SIMPLE Plan is terminated and new plan is started

    By k man, July 17, 2002
    • 12 replies
    • 2.2k views
    • 
    • R. Butler
    • July 24, 2002

26. SARSEP Employer resposibility

    By Guest TaxBill, July 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 18, 2002

27. SEP's

    By Guest Tina Pickard, July 16, 2002
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • July 16, 2002

28. 5305-SEP Eligibility

    By J2D2, July 3, 2002
    • 2 replies
    • 1.6k views
    • 
    • Earl
    • July 4, 2002

29. Simple 401(k) Compensation for Self Employed

    By Richard Anderson, July 2, 2002
    • 2 replies
    • 1.2k views
    • 
    • Richard Anderson
    • July 3, 2002

30. Excess Contributions - taxability

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

31. S-Corp K-1 Income no W-2 wages

    By Guest jpetrancosta, July 1, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • July 1, 2002

32. Setting up a SIMPLE for Domestic Help

    By Guest TaxBill, June 21, 2002
    • 15 replies
    • 2.8k views
    • 
    • Gary Lesser
    • July 2, 2002

33. 3 Qs for IRS - Rev October 9

    By Gary Lesser, June 14, 2002
    • 4 replies
    • 1.9k views
    • 
    • MGB
    • October 10, 2002

34. Simple 401(k)

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

35. SIMPLE 401(k) Plans

    By Guest roller, June 9, 2002
    • 3 replies
    • 1.2k views
    • 
    • Archimage
    • June 10, 2002

36. Invest in LLC

    By Guest Tara Curran, June 7, 2002
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 9, 2002

37. Investments of a SIMPLE Plan

    By Guest tcunagin, June 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • June 8, 2002

38. Assigning the right of inherited IRA assets- what are the effects?

    By Guest Shelton, June 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • June 5, 2002

39. SIMPLE for non-incorporated businesses?

    By Guest Thornton, May 31, 2002
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • June 4, 2002

40. SIMPLE IRA overfunded employer contributions

    By Guest nicola, May 20, 2002
    • 3 replies
    • 3.5k views
    • 
    • Appleby
    • May 22, 2002

41. SIMPLE IRA and Two-Year Rule

    By Guest Tara Curran, May 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • May 20, 2002

42. SARSEP Plan

    By Guest Heide, May 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • May 30, 2002

43. Simple Ira

    By Guest ASmith, May 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 30, 2002

44. Control Groups

    By Guest itrade4u2, May 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • May 10, 2002

45. Control Groups PLEASE HELP!!

    By Guest itrade4u2, May 10, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 10, 2002

46. 2002 limits for PSP Keogh vs. SEP-IRA

    By Guest Smichalek1, May 10, 2002
    • 1 reply
    • 2k views
    • 
    • rcline46
    • May 10, 2002

47. SARSEP limit after EGTRRA and tech correction??

    By maverick, May 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 30, 2002

48. Catch-up in two SIMPLE IRAs

    By Guest kdm, May 3, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2002

49. simple IRA and frozen DB plan?

    By AndyH, May 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • May 3, 2002

50. EGTRRA amendment for SARSEP

    By Guest Elizabeth Gaskins, April 30, 2002
    • 5 replies
    • 2.3k views
    • 
    • Appleby
    • May 6, 2002