SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Prior Year Sep Contributions

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

2. Reporting-Desingated Fianancial Institution

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

3. 402(h) NOT CHANGED BY EGTRRA

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

4. SAR SEP to Roth IRA

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

5. Simple and SEP?

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

6. 2 SEP plans for same company

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

7. SIMPLE portability

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

8. adopting a SIMPLE-IRA

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

9. SEP Limits for 2002

   By Guest jhannifan, August 8, 2001
   • 6 replies
   • 1.9k views
   • 
   • Gary Lesser
   • August 24, 2001

10. SEP vs Profit Sharing

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

11. IRC 402(h) Exclusion Limit under EGTRRA

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

12. SAR SEP Distribution

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

13. SEP Rollovers under EGTRRA

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

14. SIMPLE Employer contribution limit

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

15. EGTRRA: SEP Limit 25%?

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

16. SEP IRA's

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

17. 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

18. SIMPLE IRA Contributions

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

19. Terminating 401(k) - Establishing SIMPLE IRA

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

20. Waiver

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

21. Leaving LLP and ongoing receivables - plan allowed?

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

22. Moving SARSEP funds to another investment type

    By Guest Janice Pratt, April 20, 2001
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 26, 2001

23. Correcting a mistaken contribution to a SEP.

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

24. 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

25. 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

26. SARSEP Max Participant Salary Deferral

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

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

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

28. Are IRAs ERISA plans?

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

29. SARSEP and Traditional IRA

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

30. 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

31. 401(k) and SEP plans existing together

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

32. Beneficiary options under SIMPLE IRA

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

33. Information on the 5306-SEP form

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

34. SARSEP Contribution and Deduction Limits

    By Lynn Campbell, March 20, 2001
    • 0 replies
    • 1.8k views
    • 
    • Lynn Campbell
    • March 20, 2001

35. Contribution to SEP with loss on Schedule C Income?

    By Guest AFRICA6796, March 15, 2001
    • 2 replies
    • 7.8k views
    • 
    • Guest
    • March 15, 2001

36. 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

37. Old SEP Excess Contributions

    By Guest Patrick Foley, March 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2001

38. U.S. Subsidiary of Foreign Company cannot establish a SIMPLE Plan.

    By traveler, March 10, 2001
    • 2 replies
    • 2.4k views
    • 
    • traveler
    • March 13, 2001

39. SEP - Mandatory Employee Contributions?

    By Guest GNagler, March 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bill Berke
    • March 8, 2001

40. Terminating Simple IRA and adopting a 401(k) plan

    By eilano, March 2, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bill Berke
    • March 8, 2001

41. Successor SEP

    By Guest lmcgill, March 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • March 8, 2001

42. Converting a C-corp to a S-corp when stock held by an IRA.

    By Guest, February 27, 2001
    • 5 replies
    • 2.9k views
    • 
    • Bill Berke
    • March 9, 2001

43. Just clarifying....

    By bzorc, February 26, 2001
    • 3 replies
    • 1.6k views
    • 
    • Michael Devault
    • March 5, 2001

44. Terminate a SIMPLE Plan

    By Guest MELODY LOVE, February 21, 2001
    • 8 replies
    • 4.4k views
    • 
    • Gary Lesser
    • August 2, 2002

45. Integrated SEPs

    By SMB, February 20, 2001
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2001

46. Can I contribute to both a Simple and Roth IRA plan?

    By Guest Strath, February 20, 2001
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • February 24, 2001

47. Transfer of SEP accounts

    By eilano, February 19, 2001
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • February 23, 2001

48. Does the annual top-heavy test for SARSEP include contributions for th

    By Guest Larry J. Beckman, February 15, 2001
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • February 17, 2001

49. SAR-SEP fails 50% participation test

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

50. SEP excess contribution - How to handle this error.

    By Guest Bette N, February 14, 2001
    • 2 replies
    • 2.4k views
    • 
    • card
    • April 9, 2002