SEP, SARSEP and SIMPLE Plans

1,513 topics in this forum

1. SIMPLE IRA notification

   By SMB, November 12, 2007
   • 1 reply
   • 1.6k views
   • 
   • jevd
   • November 12, 2007

2. Terminating a SIMPLE 401k

   By MarZDoates, November 5, 2007
   • 2 replies
   • 1.9k views
   • 
   • MarZDoates
   • November 8, 2007

3. Contributions made to SEP-IRA and 401k-what is the Limit?

   By Bruddah Kimo, October 25, 2007
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • November 7, 2007

4. SEP contribution not made for ee

   By Monica Barnard, October 25, 2007
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • November 7, 2007

5. SEP IRA- June 30th Year End-Protoype vs 5305-SEP

   By Guest Nicholas, October 23, 2007
   • 1 reply
   • 3.2k views
   • 
   • Gary Lesser
   • November 7, 2007

6. Sole Proprietor Opt Out

   By rfahey, October 11, 2007
   • 3 replies
   • 1.9k views
   • 
   • Gary Lesser
   • October 19, 2007

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

   By Guest LSULLIVAN, October 18, 2007
   • 1 reply
   • 1.9k views
   • 
   • Appleby
   • October 18, 2007

8. SEP Prototype Provision

   By Gary Lesser, January 23, 2007
   • 6 replies
   • 2.7k views
   • 
   • Gary Lesser
   • October 18, 2007

9. GUST

   By Guest krijowri, October 17, 2007
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • October 18, 2007

10. SIMPLE IRA question

    By Guest jchen78@gmail.com, October 8, 2007
    • 10 replies
    • 3.3k views
    • 
    • John G
    • October 10, 2007

11. Simple - Multiple accounts

    By Guest jeff100, October 3, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 3, 2007

12. Simple IRA to simple 401K - same year

    By Guest pnj789, September 28, 2007
    • 9 replies
    • 2.8k views
    • 
    • Bird
    • October 2, 2007

13. SIMPLE 401(k)

    By Archimage, April 27, 2007
    • 2 replies
    • 2.3k views
    • 
    • R. Butler
    • October 2, 2007

14. 401(k) Rolled over ti SIMPLE by Mistake.

    By jevd, September 28, 2007
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • September 30, 2007

15. SEP vs. 401k

    By Guest avascoe@hmvcpa.com, September 21, 2007
    • 1 reply
    • 2.6k views
    • 
    • Bird
    • September 22, 2007

16. Sole prop over contributed to a SEP, correction method?

    By Guest jc1457, September 20, 2007
    • 3 replies
    • 2.3k views
    • 
    • jevd
    • September 21, 2007

17. QNEC for SARSEP ADP correction

    By Guest ladycpa2, September 18, 2007
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 18, 2007

18. SEP and MPPP

    By lexi, September 17, 2007
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • September 18, 2007

19. Impact of changing from a non-DFI to a DFI plan

    By Guest Richard Plant, August 8, 2007
    • 1 reply
    • 9.6k views
    • 
    • Gary Lesser
    • August 28, 2007

20. SEP that excludes controlled group members?

    By Guest beppie_stark, August 21, 2007
    • 5 replies
    • 6.6k views
    • 
    • Gary Lesser
    • August 28, 2007

21. SIMPLE IRA - Control Group Issue

    By Guest carolinawind, August 28, 2007
    • 3 replies
    • 4.2k views
    • 
    • Gary Lesser
    • August 28, 2007

22. EE limit if in 2 SIMPLE's

    By Sully, August 20, 2007
    • 4 replies
    • 2.3k views
    • 
    • Belgarath
    • August 21, 2007

23. Is this an egregious error?

    By Gary Lesser, July 25, 2007
    • 5 replies
    • 2.7k views
    • 
    • Gary Lesser
    • August 16, 2007

24. sep vs keogh plan - contributions after age 70.5

    By Guest kprhok, August 8, 2007
    • 2 replies
    • 4.7k views
    • 
    • Guest
    • August 8, 2007

25. Does federal law prohibit surrender charges or CDSC for Simple IRA assets?

    By Guest Richard Plant, July 9, 2007
    • 4 replies
    • 3.4k views
    • 
    • Belgarath
    • August 8, 2007