SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. SARSEP Plan

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

2. SIMPLE IRA overfunded employer contributions

   By Guest nicola, May 20, 2002
   • 3 replies
   • 3.4k views
   • 
   • Appleby
   • May 22, 2002

3. SIMPLE IRA and Two-Year Rule

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

4. Under EGTRRA can SAR-SEP money merge into a 401(k) Plan

   By Guest lmoser@sunamerica.com, December 6, 2001
   • 3 replies
   • 2.5k views
   • 
   • davef
   • May 17, 2002

5. Control Groups

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

6. 2002 limits for PSP Keogh vs. SEP-IRA

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

7. Control Groups PLEASE HELP!!

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

8. EGTRRA amendment for SARSEP

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

9. simple IRA and frozen DB plan?

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

10. Catch-up in two SIMPLE IRAs

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

11. Prohibited transaction

    By Guest Shelton, April 12, 2002
    • 14 replies
    • 3.5k views
    • 
    • KJohnson
    • April 29, 2002

12. any loopholes to the "SIMPLE plan is the only plan" rule?

    By MR, April 23, 2002
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • April 28, 2002

13. SIMPLE IRAs - eligible employees

    By Guest JPCMPLS, April 8, 2002
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • April 26, 2002

14. SARSEP ADP Testing failures

    By Guest tcunagin, April 4, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • April 25, 2002

15. SIMPLE Plan Employer sold business

    By Guest TaxBill, April 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 25, 2002

16. SARSEP to 401k change

    By Guest PORTE, April 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 25, 2002

17. SIMPLE IRA and LLC

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

18. Corporate officer receiving no salary included in SIMPLE?

    By Guest Steven Hoksch, April 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • April 24, 2002

19. SIMPLE SEP amendment

    By Guest Shelton, April 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • April 24, 2002

20. Non-Model SEPs

    By SMB, April 15, 2002
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • April 24, 2002

21. Employee funded SEP & MPP

    By Guest R.Patterson, April 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 23, 2002

22. Maintaining another qualified plan?

    By Sully, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • April 16, 2002

23. SARSEPs plus other plans combined.

    By richard, September 22, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 9, 2002

24. SEP excess contribution - How to handle this error.

    By Guest Bette N, February 14, 2001
    • 2 replies
    • 2.4k views
    • 
    • card
    • April 9, 2002

25. changing integration level

    By LIBERTYKID, April 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • April 5, 2002

26. EPCRS correction of SIMPLE plans

    By Guest HRlawguy, March 28, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • April 5, 2002

27. Excess SEP contributions - recharacterize?

    By Guest amfam2, April 1, 2002
    • 3 replies
    • 6.4k views
    • 
    • Appleby
    • April 2, 2002

28. Contribution Limits to more than one SIMPLE IRA

    By MR, March 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • April 2, 2002

29. allowable sep contribution if participating in another plan

    By Guest Elizabeth Gaskins, March 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2002

30. SEP Performed Service

    By Guest dmays, March 14, 2002
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • March 27, 2002

31. SIMPLE plan for LLC

    By Guest bmurphy, March 20, 2002
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 22, 2002

32. SEP in addtion to 403(b)

    By dmb, March 15, 2002
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • March 22, 2002

33. Timing of SIMPLE deferrals for the self-employed

    By bzorc, March 20, 2002
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 22, 2002

34. SAR-SEP EE contributions....ER deposit regulations

    By Guest Mike King, March 19, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 19, 2002

35. integrated SEP for sole prop

    By Guest Bob Monte, August 31, 2001
    • 22 replies
    • 4.2k views
    • 
    • Gary Lesser
    • March 18, 2002

36. Question about the rule that a firm can't have traditional 401(k) and

    By maverick, March 14, 2002
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • March 15, 2002

37. SIMPLE IRA tax reporting for Sole Proprietors????

    By Guest TaxBill, March 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 14, 2002

38. SEP for the Self Employed

    By Guest wjr, March 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • March 14, 2002

39. SEP eligibility????

    By Guest TaxBill, March 13, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • March 13, 2002

40. SIMPLE IRA for Partnership

    By MarZDoates, March 12, 2002
    • 3 replies
    • 2.2k views
    • 
    • MarZDoates
    • March 12, 2002

41. SARSEP calculation under JCWAA

    By Guest mhalvor, March 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 12, 2002

42. Deduction limits for Self employed who sponsors a 401(k) Plan?

    By Guest Joe Vasko, December 11, 2001
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 11, 2002

43. SIMPLE IRA Plan

    By Guest TAG, March 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • March 8, 2002

44. SIMPLE/SEP usage by a partnership

    By Guest Sheri, March 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • March 6, 2002

45. SEP and Profit Sharing Plan

    By DP, March 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 5, 2002

46. Employer contributions to SIMPLE-IRA

    By Guest Steven Hoksch, March 1, 2002
    • 3 replies
    • 1.9k views
    • 
    • wmyer
    • March 4, 2002

47. SEP Distributions

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

48. SARSEP top-paid group

    By Guest JPAdmin, February 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 26, 2002

49. Simple Ira

    By Guest 401kproman, February 19, 2002
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • February 21, 2002

50. Sar Sep ?

    By Guest JimJ, February 19, 2002
    • 10 replies
    • 2.7k views
    • 
    • Gary Lesser
    • February 21, 2002