SEP, SARSEP and SIMPLE Plans

1,513 topics in this forum

1. Limit for Employee with Two Plans

   By Francis, July 30, 2007
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • August 4, 2007

2. Requiring Employees to Establish SEP at xx institution

   By Guest kprhok, August 2, 2007
   • 7 replies
   • 2.2k views
   • 
   • Appleby
   • August 2, 2007

3. Employee never got into SIMPLE - consequences

   By rfahey, July 24, 2007
   • 7 replies
   • 2.6k views
   • 
   • Gary Lesser
   • July 27, 2007

4. Roth option for SIMPLE IRAs?

   By Kimberly S, March 2, 2007
   • 2 replies
   • 2k views
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   • Gary Lesser
   • July 20, 2007

5. SIMPLE or SEP for freelance income? (first time post)

   By Guest cn22, March 26, 2007
   • 12 replies
   • 4.4k views
   • 
   • Gary Lesser
   • July 20, 2007

6. amending a SEP

   By Guest NancyF, March 30, 2007
   • 3 replies
   • 2.5k views
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   • Gary Lesser
   • July 20, 2007

7. Controlled Group Status Change - Mid Year

   By MarZDoates, June 7, 2007
   • 5 replies
   • 2.9k views
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   • Gary Lesser
   • July 20, 2007

8. Employee incorrectly classified as Independent Cont.

   By MarZDoates, July 19, 2007
   • 2 replies
   • 1.7k views
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   • Gary Lesser
   • July 20, 2007

9. SEP Corrections

   By Fisher, April 13, 2007
   • 1 reply
   • 1.6k views
   • 
   • Gary Lesser
   • July 20, 2007

10. SEP refunds

    By Lori H, June 18, 2007
    • 6 replies
    • 2.5k views
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    • J Simmons
    • June 19, 2007

11. ppa & seps

    By Beemer, April 25, 2007
    • 3 replies
    • 2.1k views
    • 
    • Beemer
    • June 18, 2007

12. Anything prohibiting a sole proprietor from continuing his SEP while adding a DB/412(i)?

    By Lori H, June 11, 2007
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • June 12, 2007

13. SEP Contributions

    By Guest jetfaninmn, May 1, 2007
    • 3 replies
    • 2.2k views
    • 
    • Belgarath
    • May 2, 2007

14. Reviving an old SEP

    By steve-o, April 7, 2007
    • 3 replies
    • 2.1k views
    • 
    • steve-o
    • April 16, 2007

15. SIMPLE-IRA deferrals AFTER the year ends

    By Guest Fred Bee, April 6, 2007
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • April 6, 2007

16. Simple IRA and 401(k) in a controlled group

    By Guest fiddler, March 19, 2007
    • 2 replies
    • 3.8k views
    • 
    • J Simmons
    • March 22, 2007

17. SEP Document with existing DB

    By Jim Norman, March 7, 2007
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • March 22, 2007

18. Definition of Compensation to Determine SEP Contribution

    By MarZDoates, March 20, 2007
    • 1 reply
    • 2.8k views
    • 
    • masteff
    • March 21, 2007

19. SARSEP to 401(k) - new deferral election required?

    By masteff, March 14, 2007
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • March 16, 2007

20. SIMPLE Exclusive Plan Rule

    By Guest Thornton, March 8, 2007
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • March 9, 2007

21. Amending SEP or SIMPLE Plans

    By rfahey, February 23, 2007
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • March 3, 2007

22. 5305-SEP

    By Randy Watson, January 30, 2007
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 14, 2007

23. SEP and 403(b)

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

24. Catch-up with SEP & 401k 1 2

    By DP, April 12, 2005
    • 30 replies
    • 6.7k views
    • 
    • Belgarath
    • February 8, 2007

25. SARSEP to 401k Rollover Reversal?

    By Guest Brendan McKee, February 6, 2007
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • February 7, 2007