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SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

  1. Controlled group - who adopts the SIMPLE IRA?

    By Dawn Hafner,
    • 1 reply
    • 1.5k views

  2. Moving from SIMPLE-DFI to SIMPLE Non-DFI

    By Guest Steve Benjamin,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  3. SIMPLE IRA--Terminating the plan during the year

    By Guest DLevine,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  4. Excess deferral to SIMPLE IRA - change W-2?

    By Guest J Samuelson,
    • 4 replies
    • 3.5k views

  5. 2 person LLC SEP contribution

    By Guest passmf,
    • 2 replies
    • 2.6k views

  6. Matching contribution for sole prop. SIMPLE plan

    By Guest Steve Hample,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  7. Spliting simple IRA contributions

    By Guest jasper,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest jasper,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  9. Employee leasing firm taking over; what are my options for my existing

    By Guest CCDB,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  10. New SIMPLE IRA if Employer Makes Last Qualified Plan Contribution afte

    By rocknrolls2,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

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

    By Guest WFMinter,
    • 3 replies
    • 2.7k views

  12. Max. Contribution Limits to both 403(b) and SIMPLE IRA

    By Guest WFMinter,
    • 2 replies
    • 1.9k views

  13. Profit Sharing Contribution deposited to SEP in error

    By Lynn Campbell,
    • 3 replies
    • 1.5k views

  14. SEP after acquisition

    By Guest Jeff Belfiglio,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  15. simple contribution limits

    By Guest Dan Shea,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  16. 2-person LLC - OK to make a SEP contribution for one partner/member bu

    By Guest GENE,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  17. ERISA Bonding Requirements

    By Tot,
    • 0 replies
    • 1.7k views
    • Tot
    • Tot

  18. SARSEP Qualified Plan for 1999

    By Hoard1,
    • 1 reply
    • 1.4k views

  19. Where to find a non-model SEP that allows company to also sponsor a mo

    By Guest Nancy Hovanes,
    • 8 replies
    • 2.6k views
    • Guest
    • Guest

  20. Can I have both a SIMPLE and SEP IRA and, depending on my income for a

    By Guest Jolanda,
    • 1 reply
    • 2.1k views

  21. How do I correct excess contributions to a SIMPLE IRA?

    By Felicia,
    • 1 reply
    • 1.9k views

  22. Contributed to a SEP for 1999; now want to put in qualified retirement

    By SMB,
    • 2 replies
    • 1.5k views

  23. Allowable Start Date for SIMPLE IRA Plan

    By Guest SPollock,
    • 4 replies
    • 1.7k views

  24. SIMPLE IRA--EMPLOYER

    By Felicia,
    • 2 replies
    • 1.5k views

  25. SIMPLE IRA for sole proprietor

    By Guest TrustMe401k,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

  26. Are the instructions and the 5304 form required to be given to the EXI

    By Guest TJG,
    • 2 replies
    • 1.4k views

  27. Maximum employees for a SEP?

    By Guest,
    • 2 replies
    • 1.8k views

  28. Employee Limit for SEP's?

    By Guest,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  29. Overcontribution to prior year SEP of self-employed person

    By Guest CarolM,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  30. SARSEP-Coordination with 401(k) Plan

    By Guest ANNEBV,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  31. Terminating SEP/SARSEP

    By Guest ak,
    • 1 reply
    • 1.6k views

  32. SEP, Improper Deferrals, How to Clean Up situation?

    By Guest Gerry Hedgcock,
    • 2 replies
    • 1.5k views

  33. Can I contribute to both Simple and Roth IRA's?

    By Guest CCDB,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  34. Simple and DC Plan

    By Jeff Kirtner,
    • 4 replies
    • 1.7k views

  35. Transfer of Keogh assets to SEP-IRA

    By Guest Melissa Winslow,
    • 1 reply
    • 2.4k views

  36. Can SEP funds be rolled into Profit Sharing Plan?

    By Lynn Campbell,
    • 1 reply
    • 1.5k views

  37. Acquisition of Company with SIMPLE IRA

    By Scott,
    • 2 replies
    • 3k views

  38. Rollovers TO a SIMPLE IRA

    By Guest SPollock,
    • 1 reply
    • 1.5k views

  39. SARSEPs plus other plans combined.

    By richard,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  40. SEP; improper deferrals

    By Guest Gerry Hedgcock,
    • 2 replies
    • 1.8k views

  41. Profit Sharing NOW SIMPLE IRA

    By Guest SPollock,
    • 3 replies
    • 1.8k views

  42. SEP prior years Simple coming year

    By Guest Dale,
    • 1 reply
    • 1.4k views

  43. SIMPLE IRA & DB Plan

    By Guest danmar,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  44. Do SEP contributions count towards PS 15% limit

    By Alan Simpson,
    • 3 replies
    • 1.7k views

  45. Simple IRA + Profit Sharing Plan

    By richard,
    • 3 replies
    • 2.2k views

  46. Employer unable to make contributions to SIMPLE IRA

    By Guest Parker,
    • 1 reply
    • 1.4k views

  47. Distributions/Rollover

    By Ervin Barham,
    • 3 replies
    • 1.5k views

  48. MULTIPLE SIMPLE DEFERRAL LIMIT

    By Guest AFRICA,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  49. When must a SAR/SEP be modified when the particpant count exceeds 25?

    By Guest Roger,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  50. Employer refuses to release 401k funds or information.

    By Guest wmsgray,
    • 2 replies
    • 4k views
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