SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Transfer of SEP accounts

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

2. 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

3. SAR-SEP fails 50% participation test

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

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

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

5. Reporting and reversal of excess SEP contribution.

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

6. SIMPLE IRA contribution limits for 2001.

   By Guest rwallace, February 9, 2001
   • 1 reply
   • 2.6k views
   • 
   • Appleby
   • February 10, 2001

7. SARSEP in Non Profit Organizations

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

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

   By Guest A. Rostosky, February 6, 2001
   • 9 replies
   • 1.8k views
   • 
   • Appleby
   • May 11, 2001

9. simple max when ee works for two unrelated ers

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

10. What is necessary to terminate a SEP?

    By Richard Anderson, February 1, 2001
    • 9 replies
    • 6.8k views
    • 
    • Dave Baker
    • February 22, 2001

11. 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

12. What is maximum contribution to an integrated SEP?

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

13. 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

14. 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

15. SARSEP Testing?

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

16. Excess Contributions to SARSEP due to Compensation Error

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

17. SEPs and Controlled Groups

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

18. 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

19. SEP/IRA Distributions

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

20. Client maintains both SIMPLE IRA and ESOP

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

21. Money Purchase Plan and SIMPLE IRA

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

22. 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

23. 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

24. SARSEPS and Prior Year ADP Testing.

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

25. CAN THEY MAKE A SEP CONTRIBUTION??

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

26. Simple Employer limit for 2001

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

27. Mistaken Salary Deferrals to a SEP

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

28. 415 limit for 2001 (integrated plan)

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

29. 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

30. 2001 COLA ADJUSTMENTS FOR SIMPLE PLANS

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

31. Can a S Corporation Establish a SEP?

    By Guest mbernier, November 29, 2000
    • 2 replies
    • 2.4k views
    • 
    • Gary Lesser
    • December 1, 2000

32. Excess matching contribution in SIMPLE IRA

    By nancy, November 29, 2000
    • 1 reply
    • 5.5k views
    • 
    • Gary Lesser
    • December 1, 2000

33. Do affiliated service groups rules of 414(m) apply to a corporate dire

    By preErisa, November 20, 2000
    • 4 replies
    • 2.8k views
    • 
    • Gary Lesser
    • May 17, 2005

34. SARSEP SNAFU

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

35. Unaware of holding period, rolled, custodian did not withhold 25% pena

    By Guest Kuryan Thomas, November 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

36. SIMPLE match from PREVIOUS employer?

    By Guest Kuryan Thomas, November 13, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2000

37. In what tax year must attorney begin contributions for employee?

    By Guest fmcurley, October 27, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 30, 2000

38. 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

39. 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

40. 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

41. Effect of Disallowed Deferrals on Employer Withholding Obligations

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

42. 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

43. 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

44. SARSEP Amendment re: Eligible Employees

    By Christine Roberts, October 17, 2000
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • January 23, 2007

45. Rollover from SEP to 401(a) Plan?

    By jkharvey, October 12, 2000
    • 6 replies
    • 2.9k views
    • 
    • Gary Lesser
    • October 31, 2002

46. SEP Contributions after 70-1/2

    By Guest Randy Ehle, October 11, 2000
    • 1 reply
    • 7.9k views
    • 
    • Michael Devault
    • October 11, 2000

47. Simple, SEP plans and second biz revenue?

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

48. SIMPLE 401(k) Plan Contributions for Self-Employed

    By Guest Emiliano, September 27, 2000
    • 4 replies
    • 1.9k views
    • 
    • Gary Lesser
    • October 3, 2000

49. Direct rollover or direct transfer?

    By Guest Carl C, September 22, 2000
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • October 4, 2000

50. SIMPLE Compensation and 125 plans

    By Guest DianeC, September 15, 2000
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • September 16, 2000