SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. 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

2. Simple Coordination/termination

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

3. 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

4. Simple 401(k) Matching Contribution

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

5. SIMPLE IRA Catch-up and Matching Contributions

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

6. Transfer of SEP $ into SIMPLE IRA?

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

7. Rollovers INTO a Simple IRA

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

8. Sar-Sep funds

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

9. Correction methods for failing to make SEP contributions for employees

   By Guest, April 13, 2001
   • 10 replies
   • 4.8k views
   • 
   • Gary Lesser
   • September 24, 2001

10. Taking prior year contibs out of SEP

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

11. Simple IRA Eligibility/Discrimination

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

12. Simple IRA

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

13. SEP IRAs and defined benefit plans

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

14. Simple 401(k)

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

15. Are there any institutions that will accept part of a company's simple

    By Guest jasper, December 21, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 15, 2001

16. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • September 13, 2001

17. Retirement Plan Options for Small Businesses

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

18. Prior Year Sep Contributions

    By Guest dmrrtr, August 30, 2001
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • September 4, 2001

19. Reporting-Desingated Fianancial Institution

    By Felicia, August 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Felicia
    • August 30, 2001

20. 402(h) NOT CHANGED BY EGTRRA

    By Gary Lesser, August 28, 2001
    • 0 replies
    • 1.9k views
    • 
    • Gary Lesser
    • August 28, 2001

21. SAR SEP to Roth IRA

    By Guest jerryl3, August 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • August 28, 2001

22. Simple and SEP?

    By Guest PeveArwen, August 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • August 27, 2001

23. 2 SEP plans for same company

    By Guest Scott Johnson, August 23, 2001
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • August 24, 2001

24. SEP Limits for 2002

    By Guest jhannifan, August 8, 2001
    • 6 replies
    • 1.8k views
    • 
    • Gary Lesser
    • August 24, 2001

25. SIMPLE portability

    By Guest Carole Nelsen, August 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • August 23, 2001

26. adopting a SIMPLE-IRA

    By Guest Mike Kimball, August 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • August 10, 2001

27. SEP vs Profit Sharing

    By Guest JimJ, July 31, 2001
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • August 8, 2001

28. SIMPLE Employer contribution limit

    By Guest Taxwoman, June 29, 2001
    • 13 replies
    • 2.9k views
    • 
    • Gary Lesser
    • July 26, 2001

29. Is a Simple IRA plan considered a successor plan

    By Guest Pully, January 27, 1999
    • 9 replies
    • 3.2k views
    • 
    • Gary Lesser
    • July 26, 2001

30. Moving SARSEP funds to another investment type

    By Guest Janice Pratt, April 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • July 26, 2001

31. IRC 402(h) Exclusion Limit under EGTRRA

    By Gary Lesser, July 26, 2001
    • 0 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 26, 2001

32. SIMPLE IRA Contributions

    By Guest RPSS, June 6, 2001
    • 4 replies
    • 2.3k views
    • 
    • Gary Lesser
    • July 26, 2001

33. SAR SEP Distribution

    By Guest UnionTR, July 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 26, 2001

34. SEP Rollovers under EGTRRA

    By davef, July 3, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • July 3, 2001

35. SEP IRA's

    By Guest American Pension Consulta, June 13, 2001
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • June 20, 2001

36. EGTRRA: SEP Limit 25%?

    By Guest Andy Mayo, June 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 18, 2001

37. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 2001

38. Waiver

    By Guest Ernie Guerriero, May 31, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 8, 2001

39. Terminating 401(k) - Establishing SIMPLE IRA

    By SMB, June 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 4, 2001

40. SEP > SIMPLE - Can new contributions be comingled?

    By Guest A. Rostosky, February 6, 2001
    • 9 replies
    • 1.7k views
    • 
    • Appleby
    • May 11, 2001

41. Leaving LLP and ongoing receivables - plan allowed?

    By Dawn Hafner, April 30, 2001
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • May 9, 2001

42. Correcting a mistaken contribution to a SEP.

    By Guest emily ward, April 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 18, 2001

43. Adoption of SIMPLE IRA for a sole prop. - Do you think the Oct. 1 dead

    By AndyT, April 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • AndyT
    • April 12, 2001

44. SARSEP Max Participant Salary Deferral

    By Guest Don J. Smith, April 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • actuarysmith
    • April 12, 2001

45. SARSEP and Traditional IRA

    By Guest gonzalezk, March 25, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 6, 2001

46. SARSEP adobted before 12/31/1996 but not funded

    By Guest jschoolman, March 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 5, 2001

47. Information on the 5306-SEP form

    By Guest Jeff D, March 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • April 5, 2001

48. Beneficiary options under SIMPLE IRA

    By Felicia, March 21, 2001
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • April 5, 2001

49. Are IRAs ERISA plans?

    By Felicia, March 29, 2001
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • April 5, 2001

50. Sole proprietor incorporating mid-year and assumption of a SIMPLE plan

    By KJohnson, March 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • KJohnson
    • March 26, 2001