SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. 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

2. SIMPLE SEP amendment

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

3. Non-Model SEPs

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

4. Prohibited transaction

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

5. SIMPLE IRA and LLC

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

6. SIMPLE Plan Employer sold business

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

7. 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

8. Employee funded SEP & MPP

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

9. Maintaining another qualified plan?

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

10. SIMPLE IRAs - eligible employees

    By Guest JPCMPLS, April 8, 2002
    • 4 replies
    • 1.6k views
    • 
    • Gary Lesser
    • April 26, 2002

11. SARSEP ADP Testing failures

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

12. SARSEP to 401k change

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

13. changing integration level

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

14. Transfer Sep to DB plan

    By alanm, April 3, 2002
    • 10 replies
    • 2.2k views
    • 
    • Gary Lesser
    • October 1, 2002

15. Excess SEP contributions - recharacterize?

    By Guest amfam2, April 1, 2002
    • 3 replies
    • 6.6k views
    • 
    • Appleby
    • April 2, 2002

16. EPCRS correction of SIMPLE plans

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

17. allowable sep contribution if participating in another plan

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

18. Contribution Limits to more than one SIMPLE IRA

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

19. SIMPLE plan for LLC

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

20. Timing of SIMPLE deferrals for the self-employed

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

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

    By Guest Mike King, March 19, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2002

22. SEP in addtion to 403(b)

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

23. 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

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

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

25. SEP for the Self Employed

    By Guest wjr, March 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • March 14, 2002

26. SEP Performed Service

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

27. SEP eligibility????

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

28. SARSEP calculation under JCWAA

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

29. SIMPLE IRA for Partnership

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

30. SIMPLE IRA Plan

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

31. SIMPLE/SEP usage by a partnership

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

32. SEP and Profit Sharing Plan

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

33. Employer contributions to SIMPLE-IRA

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

34. SARSEP top-paid group

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

35. SEP Distributions

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

36. Simple Ira

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

37. Can an individual partner sponsor a SEP?

    By chris, February 19, 2002
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 20, 2002

38. Sar Sep ?

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

39. Contribution Question

    By Archimage, February 15, 2002
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • February 19, 2002

40. Simple IRA and LLC

    By Guest kla1, February 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • February 14, 2002

41. Sarsep 15% of Contribution

    By Guest mariaguzzetta, February 13, 2002
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • February 14, 2002

42. Mid-Year adoption of 401(k)-- IRC 402(g) issues

    By Guest cgodfrey, February 13, 2002
    • 6 replies
    • 2.7k views
    • 
    • Gary Lesser
    • October 30, 2003

43. top heavy sar sep

    By Guest mariaguzzetta, February 13, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 14, 2002

44. SIMPLE-IRAs: minimum contributions?

    By Guest amfam2, February 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 14, 2002

45. SIMPLE Over-Contribution by Employer

    By Guest Noidy, February 4, 2002
    • 6 replies
    • 2.7k views
    • 
    • martha
    • February 23, 2016

46. sar sepp sponsor changes to s-corp.

    By Guest De Nollid, January 26, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 13, 2002

47. 15% limit

    By nancy, January 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 4, 2002

48. When does an employee become eligible in a SEP

    By Guest gjccpa, January 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • January 19, 2002

49. Has operational guidance raised the SEP contribution limits to 25%?

    By Guest Philip Simpkins, January 17, 2002
    • 5 replies
    • 1.6k views
    • 
    • Erik Read
    • February 12, 2002

50. Definition of Compensation for match

    By bdeancpa, January 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 7, 2002