SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SIMPLE IRA and EGTRRA changes for 2002

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

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

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

3. Converting or Amending Profit Sharing into SIMPLE

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

4. Rollover to SEP from Traditional IRA

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

5. Multiple Plans Coordination in General

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

6. W-2 Box 13

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

7. Simple IRA

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

8. Removal of excess contributions with negative earnings

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

9. 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

10. Annual Reporting Requirements?

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

11. Simple Ira

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

12. Sarsep

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

13. Simple Ira Overcontributions

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

14. 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

15. 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

16. 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

17. Switch from 403(b) to SEP?

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

18. Simple IRAs

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

19. Simple-IRA for new sole propritor.

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

20. SEP for self employed

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

21. Leased Employees

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

22. 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

23. 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

24. 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

25. Compensation for match

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

26. Integrated SEPs

    By Guest Maxwell, November 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • November 9, 2001

27. 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

28. SIMPLE IRA & 403(b)

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

29. active participant

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

30. Termination of SIMPLE plan

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

31. SEP Contribution after termination of SEP

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

32. 1099-R Reporting

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

33. Revocation of a SIMPLE 401K

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

34. Sarsep

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

35. Simple Coordination/termination

    By Guest JBALLARINO, October 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 16, 2001

36. What IRS or ERISA penalties for failure to deposit SEP withholdings

    By Moe Howard, October 13, 2001
    • 1 reply
    • 2.8k views
    • 
    • Gary Lesser
    • October 16, 2001

37. SIMPLE coordination with 401(k) plan of other employer

    By Guest Lyn Wyatt, October 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 9, 2001

38. SIMPLE IRA Catch-up and Matching Contributions

    By Guest DLevine, October 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • October 9, 2001

39. Transfer of SEP $ into SIMPLE IRA?

    By Cathy from Chicago, September 30, 2001
    • 4 replies
    • 1.8k views
    • 
    • Appleby
    • October 1, 2001

40. Rollovers INTO a Simple IRA

    By pmacduff, September 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • September 28, 2001

41. Simple 401(k) Matching Contribution

    By Guest Dianes, September 27, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • October 9, 2001

42. Sar-Sep funds

    By Guest John Atkinson, September 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • September 27, 2001

43. Simple IRA Eligibility/Discrimination

    By Guest CM Klein, September 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • September 20, 2001

44. Simple IRA

    By Guest CM Klein, September 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 20, 2001

45. Taking prior year contibs out of SEP

    By Guest Mike Visse, September 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 20, 2001

46. SEP IRAs and defined benefit plans

    By Guest jbc@edj, September 14, 2001
    • 8 replies
    • 2.4k views
    • 
    • Appleby
    • September 18, 2001

47. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • September 13, 2001

48. Simple 401(k)

    By PMC, September 10, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • September 18, 2001

49. Retirement Plan Options for Small Businesses

    By Guest Bobclp, September 4, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 4, 2001

50. integrated SEP for sole prop

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