SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. SIMPLE match from PREVIOUS employer?

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

2. 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

3. SEP Contributions after 70-1/2

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

4. Direct rollover or direct transfer?

   By Guest Carl C, September 22, 2000
   • 3 replies
   • 3.2k views
   • 
   • Guest
   • October 4, 2000

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

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

6. What period does the 3% employer matching contribution cover?

   By Guest, July 3, 2000
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • September 19, 2000

7. How to compute calculation for both SEP and MPPP

   By jkharvey, September 15, 2000
   • 3 replies
   • 1.8k views
   • 
   • Gary Lesser
   • September 17, 2000

8. SIMPLE Compensation and 125 plans

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

9. SIMPLE IRA Plans and the merger exception - can the employees of the S

   By Guest LBBarr, September 13, 2000
   • 1 reply
   • 2.8k views
   • 
   • Gary Lesser
   • September 16, 2000

10. Creditor Protection: SEP-IRA vs. Profit Sharing Plan???

    By chris, September 12, 2000
    • 2 replies
    • 3.2k views
    • 
    • Gary Lesser
    • September 13, 2000

11. Voluntary Pre-tax employee contribution plan

    By Guest Jhagan, September 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • September 11, 2000

12. Partnership Info Needed

    By Guest Don N, March 1, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • August 29, 2000

13. Deducting FICA before making SIMPLE IRA contribution for self-employed

    By Guest WFMinter, December 13, 1999
    • 3 replies
    • 2.7k views
    • 
    • Gary Lesser
    • August 29, 2000

14. SIMPLE IRA's, controlled group and other plans.

    By Guest Mike Visse, May 17, 2000
    • 5 replies
    • 2k views
    • 
    • Gary Lesser
    • August 29, 2000

15. Deadline for SIMPLE IRA ER contribution

    By Guest Carl C, July 31, 2000
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 29, 2000

16. Moving SIMPLE IRA funds to another plan (Traditional IRA, Roth IRA, 40

    By Guest Carl C, July 31, 2000
    • 4 replies
    • 2.3k views
    • 
    • Gary Lesser
    • August 29, 2000

17. LLC owners and SIMPLE IRAS

    By Guest Jae, July 18, 2000
    • 6 replies
    • 6.7k views
    • 
    • Gary Lesser
    • August 29, 2000

18. Timing of replacing a SIMPLE IRA with a qualified plan

    By Guest GARNETT, June 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • August 29, 2000

19. 501(c)(3)SIMPLE Plan

    By Guest, June 28, 2000
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • August 29, 2000

20. 415 Limit for Employee who is participant in 401(k) Plan and wants to

    By Lynn Campbell, June 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • August 29, 2000

21. How does the 15% deduction limit affect a SARSEP?

    By Dawn Hafner, June 26, 2000
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • August 29, 2000

22. CPA with a SEP and SIMPLE Plan

    By Guest Don J. Smith, July 12, 2000
    • 5 replies
    • 1.6k views
    • 
    • Gary Lesser
    • August 29, 2000

23. Terminated Simple Plan

    By DP, July 14, 2000
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 29, 2000

24. How does a plan sponsor transfer a SARSEP to to a new mutual fund comp

    By Guest, July 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • August 29, 2000

25. simple IRA contribution timing requirements

    By Guest Ed Walker, July 19, 2000
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • August 29, 2000

26. Not-for-Profit SIMPLE IRA Plan

    By Guest SPollock, July 21, 2000
    • 2 replies
    • 3.4k views
    • 
    • Gary Lesser
    • August 29, 2000

27. SIMPLE Plan termination rules

    By Guest Ephesian431, July 26, 2000
    • 2 replies
    • 2.5k views
    • 
    • Gary Lesser
    • August 29, 2000

28. SIMPLE IRA Contribution Timing

    By Guest fusiuser, March 3, 2000
    • 2 replies
    • 1.5k views
    • 
    • Bill Berke
    • June 2, 2000

29. Excess employee and employer contributions to Simple plan

    By Guest Melissa Winslow, March 3, 2000
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • May 17, 2000

30. Self Correction Available?

    By Christine Roberts, March 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 17, 2000

31. Is WALK-CAP available for SEP-IRA?

    By Guest caray, April 10, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 17, 2000

32. Qualified plan established during year when SIMPLE IRA contributions a

    By Guest FredReilly, May 3, 2000
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 17, 2000

33. AGGREGATION--SIMPLE & TRADITIONAL 401(K)s

    By Guest JROSSITTER, February 22, 2000
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • May 17, 2000

34. Any limit on the number of SEP-IRA's a person may have?

    By chris, March 2, 2000
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 17, 2000

35. Controlled Group Issue

    By Guest Laura, April 20, 2000
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • April 21, 2000

36. SEP-IRA contribution for 1099 compensation?

    By Guest Rick Kraus, April 3, 2000
    • 1 reply
    • 3k views
    • 
    • Bill Berke
    • April 19, 2000

37. Integrated SEP - Compensation

    By Guest JD Colville, April 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Bill Berke
    • April 18, 2000

38. Establishing SIMPLE plan with existing DB or DC plan - limits in 2000?

    By Guest Ted Munice, April 4, 2000
    • 1 reply
    • 1.3k views
    • 
    • Bill Berke
    • April 18, 2000

39. Point of this board?

    By Guest CJF, April 12, 2000
    • 3 replies
    • 1.4k views
    • 
    • BeckyMiller
    • April 18, 2000

40. SIMPLE $6,000 Limit

    By bzorc, March 1, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 23, 2000

41. TARSEP - does it exist?

    By Guest LMalone, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • March 2, 2000

42. acceptable investments for SEP/SARSEP

    By Guest dsbinc, February 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 29, 2000

43. SIMPLE IRAS--REMOVAL OF EXCESS EMPLOYER CONTRIBUTIONS

    By Felicia, February 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 29, 2000

44. Matching contribution for sole prop. SIMPLE plan

    By Guest Steve Hample, December 31, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 28, 2000

45. SARSEP--noncompliance

    By Guest CJF, February 26, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 26, 2000

46. Excluding Eligible Employees From SEP

    By Guest Janis Winterhof, February 25, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 25, 2000

47. SIMPLE-IRA Termintaion

    By Guest RPSS, February 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2000

48. SARSEP Frozen/401(k)Plan Set-up

    By Guest Jean Blackwood, February 23, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2000

49. SEPP and a Profit Sharing Plan

    By Guest ronalds, February 20, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 20, 2000

50. Net profits required in order to make a SEP contribution?

    By Guest fusiuser, February 14, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 17, 2000