SEP, SARSEP and SIMPLE Plans

1,533 topics in this forum

1. Information on the 5306-SEP form

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

2. Beneficiary options under SIMPLE IRA

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

3. Are IRAs ERISA plans?

   By Felicia, March 29, 2001
   • 1 reply
   • 2.3k views
   • 
   • Appleby
   • April 5, 2001

4. 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

5. SARSEP Contribution and Deduction Limits

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

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

   By Guest AFRICA6796, March 15, 2001
   • 2 replies
   • 7.9k views
   • 
   • Guest
   • March 15, 2001

7. Old SEP Excess Contributions

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

8. 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

9. 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

10. SEP - Mandatory Employee Contributions?

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

11. Successor SEP

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

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

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

13. Just clarifying....

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

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

    By Guest Strath, February 20, 2001
    • 3 replies
    • 2.3k views
    • 
    • Appleby
    • February 24, 2001

15. Transfer of SEP accounts

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

16. Integrated SEPs

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

17. What is necessary to terminate a SEP?

    By Richard Anderson, February 1, 2001
    • 9 replies
    • 6.7k views
    • 
    • Dave Baker
    • February 22, 2001

18. 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

19. Reporting and reversal of excess SEP contribution.

    By Guest Bette N, February 13, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2001

20. What is the proper distribution code to use on Form 1099R for an early

    By Guest Kathleen Fouquet, January 26, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 12, 2001

21. simple max when ee works for two unrelated ers

    By Guest Terryjohn316, February 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 10, 2001

22. SIMPLE IRA contribution limits for 2001.

    By Guest rwallace, February 9, 2001
    • 1 reply
    • 2.5k views
    • 
    • Appleby
    • February 10, 2001

23. SARSEP in Non Profit Organizations

    By Guest tccgroup, February 7, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 9, 2001

24. Employer started a Simple IRA in 1999, and has never matched!

    By Guest CDAVIS, January 31, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 1, 2001

25. Excess Contributions to SARSEP due to Compensation Error

    By Guest nihalsa, January 22, 2001
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 30, 2001

26. SEPs and Controlled Groups

    By Guest J_Cira_70, January 18, 2001
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 29, 2001

27. Does SIMPLE match apply to group-term life ins included in wages on W-

    By Guest JDVJr, December 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 29, 2001

28. SEP/IRA Distributions

    By Guest Jacki, January 15, 2001
    • 2 replies
    • 3.4k views
    • 
    • Gary Lesser
    • January 29, 2001

29. Establishing a non-payroll, employee choice benefit program

    By Guest Tom Byrne, January 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 29, 2001

30. Can a sole proprietor (no employees) make his employee elective contri

    By Guest Kathleen Fouquet, January 25, 2001
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 29, 2001

31. What does the employer do when he can not locate participants to open

    By Guest, January 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 29, 2001

32. What is maximum contribution to an integrated SEP?

    By Lynn Campbell, January 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 29, 2001

33. SARSEP Testing?

    By Guest, January 22, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 23, 2001

34. Money Purchase Plan and SIMPLE IRA

    By nancy, January 4, 2001
    • 2 replies
    • 1.9k views
    • 
    • Bill Berke
    • January 9, 2001

35. Client maintains both SIMPLE IRA and ESOP

    By nancy, January 9, 2001
    • 1 reply
    • 2.7k views
    • 
    • Bill Berke
    • January 9, 2001

36. Simple Employer limit for 2001

    By Guest Pinestream, December 11, 2000
    • 3 replies
    • 1.6k views
    • 
    • wmyer
    • January 5, 2001

37. SARSEPS and Prior Year ADP Testing.

    By Guest, December 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 4, 2001

38. Mistaken Salary Deferrals to a SEP

    By Christine Roberts, December 11, 2000
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • January 3, 2001

39. 415 limit for 2001 (integrated plan)

    By Guest, December 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • December 20, 2000

40. Can a participant voluntarily opt out of SIMPLE plan?

    By Guest ssargent, December 4, 2000
    • 2 replies
    • 3.6k views
    • 
    • Gary Lesser
    • December 20, 2000

41. CAN THEY MAKE A SEP CONTRIBUTION??

    By dmb, December 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Bill Berke
    • December 18, 2000

42. Can an owner immediately start a SIMPLE plan after terminating a profi

    By John A, October 24, 2000
    • 7 replies
    • 1.8k views
    • 
    • Gary Lesser
    • December 2, 2000

43. 2001 COLA ADJUSTMENTS FOR SIMPLE PLANS

    By Gary Lesser, December 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

44. Simple, SEP plans and second biz revenue?

    By Guest Amanda F, October 3, 2000
    • 5 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 1, 2000

45. More SARSEP questions, especially maintaining a SARSEP and another pla

    By John A, October 20, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 1, 2000

46. Is there a COLA Limit Increase for SIMPLEs in 2001?

    By Guest danmar, October 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

47. Effect of Disallowed Deferrals on Employer Withholding Obligations

    By Christine Roberts, October 20, 2000
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 1, 2000

48. At What Point is SARSEP 50% Participation Level Measured?

    By Christine Roberts, October 24, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 1, 2000

49. No section 415(c) limitation for a SIMPLE Plan? Can a sole proprietor

    By Mary Kay Foss, October 26, 2000
    • 5 replies
    • 2.6k views
    • 
    • Gary Lesser
    • December 1, 2000

50. SARSEP SNAFU

    By Christine Roberts, November 16, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • December 1, 2000