SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Can an individual partner sponsor a SEP?

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

2. Contribution Question

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

3. Sarsep 15% of Contribution

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

4. top heavy sar sep

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

5. SIMPLE-IRAs: minimum contributions?

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

6. Simple IRA and LLC

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

7. sar sepp sponsor changes to s-corp.

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

8. 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

9. Definition of Compensation for match

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

10. 15% limit

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

11. SEP Contribution after termination of SEP

    By Guest Taxman, October 22, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • February 2, 2002

12. When does an employee become eligible in a SEP

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

13. What does the word "maintain" really mean, rergarding a SIM

    By Moe Howard, January 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 11, 2002

14. SEP-IRA, 401(k) and co-employment

    By Guest WESKI4, January 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 11, 2002

15. Converting a SIMPLE to a Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • January 11, 2002

16. Converting or Amending Profit Sharing into SIMPLE

    By Guest lavander30, January 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 10, 2002

17. Oh no! Some more SIMPLE-401(k) questions

    By Moe Howard, January 4, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 10, 2002

18. SIMPLE IRA and EGTRRA changes for 2002

    By Guest Bill U., January 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 10, 2002

19. SEP IRA Plan

    By Guest Darcy L. Hitesman, January 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • January 8, 2002

20. Removal of excess contributions with negative earnings

    By Guest bmurphy, December 27, 2001
    • 4 replies
    • 3.6k views
    • 
    • Gary Lesser
    • January 8, 2002

21. Rollover to SEP from Traditional IRA

    By bzorc, January 3, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • January 3, 2002

22. Sarsep

    By Guest cypress, December 14, 2001
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 3, 2002

23. SAR-SEP fails 50% participation test

    By Earl, February 14, 2001
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 3, 2002

24. Multiple Plans Coordination in General

    By Guest SteveHample, January 3, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 3, 2002

25. Simple IRA

    By Guest DICK@FBA, December 31, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • January 3, 2002

26. W-2 Box 13

    By Guest Dion, January 2, 2002
    • 5 replies
    • 5.4k views
    • 
    • Appleby
    • January 3, 2002

27. Are Simple 401(k) Plans subject to 410(b)?

    By Guest Joe Vasko, December 21, 2001
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • December 27, 2001

28. Annual Reporting Requirements?

    By Guest Boilerburm, December 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 21, 2001

29. Simple Ira Overcontributions

    By Felicia, December 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • December 18, 2001

30. Simple Ira

    By Guest Bill U., December 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • December 18, 2001

31. Simple-IRA for new sole propritor.

    By Moe Howard, November 29, 2001
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • December 18, 2001

32. SIMPLE IRA Plan. Unsure if controlled group poses a problem

    By Guest Dennis Hennessy, December 11, 2001
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 13, 2001

33. Switch from 403(b) to SEP?

    By Guest Marty M, December 5, 2001
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • December 6, 2001

34. 401(k) and SEP plans existing together

    By Guest TracyAndrews, March 23, 2001
    • 3 replies
    • 1.8k views
    • 
    • R. Butler
    • December 5, 2001

35. Simple IRAs

    By Guest spritcha, December 4, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • December 5, 2001

36. Leased Employees

    By nancy, November 27, 2001
    • 7 replies
    • 4.5k views
    • 
    • Moe Howard
    • November 30, 2001

37. SEP for self employed

    By R. Butler, November 28, 2001
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 29, 2001

38. Is IRS aware that EGTRRA never amended IRC 402(h)(2) for SEPs ?

    By Moe Howard, November 21, 2001
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • November 22, 2001

39. SEP Plan is ineligible because company is part of a large controlled G

    By Guest Todd Lehmann, November 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 21, 2001

40. Rolling over a SIMPLE IRA to 401(k) after EGTRRA

    By Guest claretcollector, November 21, 2001
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • November 21, 2001

41. Can existing grandfathered SARSEP Plan be moved to a new custodian?

    By Guest Andy C, November 19, 2001
    • 3 replies
    • 3k views
    • 
    • Appleby
    • November 20, 2001

42. Compensation for match

    By k man, November 12, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • November 12, 2001

43. Integrated SEPs

    By Guest Maxwell, November 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 9, 2001

44. SEPS, SIMPLES, ETC. - Anybody do this as a main part of their business

    By AndyH, March 24, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 3, 2001

45. SIMPLE IRA & 403(b)

    By Guest wjr, October 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 30, 2001

46. active participant

    By Guest gardner, October 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 29, 2001

47. Termination of SIMPLE plan

    By Guest bmurphy, October 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 23, 2001

48. Sarsep

    By Guest JimD, October 18, 2001
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 21, 2001

49. 1099-R Reporting

    By Guest AFRICA6796, October 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 18, 2001

50. Revocation of a SIMPLE 401K

    By Guest JEP, October 18, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2001