SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SIMPLE combined with qualified plan

   By Guest DavidB, January 24, 2000
   • 0 replies
   • 1.5k views
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   • Guest
   • January 24, 2000

2. New max. contribution limits for SIMPLE IRAs in 2000?

   By Guest TrustMe401k, January 21, 2000
   • 1 reply
   • 1.7k views
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   • Guest
   • January 21, 2000

3. SIMPLE IRA rollover options?

   By Guest CCDB, January 20, 2000
   • 0 replies
   • 1.8k views
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   • Guest
   • January 20, 2000

4. Traditional 401(k) converts to Simple 401(k).

   By Guest Paul McDonald, January 20, 2000
   • 1 reply
   • 1.5k views
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   • jkharvey
   • January 20, 2000

5. Controlled group - who adopts the SIMPLE IRA?

   By Dawn Hafner, January 16, 2000
   • 1 reply
   • 1.5k views
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   • Dawn Hafner
   • January 18, 2000

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

   By Guest Steve Benjamin, January 15, 2000
   • 0 replies
   • 2k views
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   • Guest
   • January 15, 2000

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

   By Guest DLevine, January 11, 2000
   • 2 replies
   • 1.5k views
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   • Guest
   • January 19, 2000

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

   By Guest J Samuelson, January 6, 2000
   • 4 replies
   • 3.5k views
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   • Gary Lesser
   • December 30, 2015

9. 2 person LLC SEP contribution

   By Guest passmf, January 4, 2000
   • 2 replies
   • 2.7k views
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   • Gary Lesser
   • January 13, 2000

10. Matching contribution for sole prop. SIMPLE plan

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

11. Spliting simple IRA contributions

    By Guest jasper, December 21, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • January 12, 2000

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

    By Guest jasper, December 21, 1999
    • 3 replies
    • 1.6k views
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    • Guest
    • September 15, 2001

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

    By Guest CCDB, December 18, 1999
    • 3 replies
    • 1.4k views
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    • Guest
    • December 21, 1999

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

    By rocknrolls2, December 13, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • December 21, 1999

15. 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

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

    By Guest WFMinter, December 10, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • January 13, 2000

17. Profit Sharing Contribution deposited to SEP in error

    By Lynn Campbell, December 10, 1999
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • January 13, 2000

18. SEP after acquisition

    By Guest Jeff Belfiglio, December 8, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • December 8, 1999

19. simple contribution limits

    By Guest Dan Shea, December 8, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • December 8, 1999

20. 2-person LLC - OK to make a SEP contribution for one partner/member bu

    By Guest GENE, December 1, 1999
    • 2 replies
    • 1.8k views
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    • Guest
    • December 14, 1999

21. ERISA Bonding Requirements

    By Tot, December 1, 1999
    • 0 replies
    • 1.7k views
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    • Tot
    • December 1, 1999

22. SARSEP Qualified Plan for 1999

    By Hoard1, November 24, 1999
    • 1 reply
    • 1.4k views
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    • Hoard1
    • November 24, 1999

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

    By Guest Nancy Hovanes, November 19, 1999
    • 8 replies
    • 2.7k views
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    • Guest
    • December 22, 1999

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

    By Guest Jolanda, November 15, 1999
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • November 15, 1999

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

    By Felicia, November 12, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • November 15, 1999

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

    By SMB, November 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 9, 1999

27. Allowable Start Date for SIMPLE IRA Plan

    By Guest SPollock, November 4, 1999
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • November 24, 1999

28. SIMPLE IRA--EMPLOYER

    By Felicia, October 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 5, 1999

29. SIMPLE IRA for sole proprietor

    By Guest TrustMe401k, October 28, 1999
    • 4 replies
    • 2.8k views
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    • Guest
    • November 5, 1999

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

    By Guest TJG, October 27, 1999
    • 2 replies
    • 1.5k views
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    • Gary Lesser
    • November 9, 1999

31. Maximum employees for a SEP?

    By Guest, October 27, 1999
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • November 5, 1999

32. Employee Limit for SEP's?

    By Guest, October 25, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • October 26, 1999

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

    By Guest CarolM, October 15, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • October 15, 1999

34. SARSEP-Coordination with 401(k) Plan

    By Guest ANNEBV, October 9, 1999
    • 2 replies
    • 1.5k views
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    • Guest
    • October 18, 1999

35. Terminating SEP/SARSEP

    By Guest ak, October 8, 1999
    • 1 reply
    • 1.6k views
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    • Kathy
    • October 10, 1999

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

    By Guest Gerry Hedgcock, October 7, 1999
    • 2 replies
    • 1.5k views
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    • Gary Lesser
    • October 15, 1999

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

    By Guest CCDB, October 4, 1999
    • 1 reply
    • 1.9k views
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    • Guest
    • October 12, 1999

38. Simple and DC Plan

    By Jeff Kirtner, October 2, 1999
    • 4 replies
    • 1.7k views
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    • Gary Lesser
    • October 15, 1999

39. Transfer of Keogh assets to SEP-IRA

    By Guest Melissa Winslow, October 1, 1999
    • 1 reply
    • 2.4k views
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    • Gary Lesser
    • October 11, 1999

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

    By Lynn Campbell, September 30, 1999
    • 1 reply
    • 1.5k views
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    • Kathy
    • September 30, 1999

41. Acquisition of Company with SIMPLE IRA

    By Scott, September 24, 1999
    • 2 replies
    • 3.1k views
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    • Scott
    • September 27, 1999

42. Rollovers TO a SIMPLE IRA

    By Guest SPollock, September 23, 1999
    • 1 reply
    • 1.6k views
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    • Kathy
    • September 25, 1999

43. SARSEPs plus other plans combined.

    By richard, September 22, 1999
    • 3 replies
    • 2k views
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    • Guest
    • April 9, 2002

44. SEP; improper deferrals

    By Guest Gerry Hedgcock, September 22, 1999
    • 2 replies
    • 1.8k views
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    • Gary Lesser
    • September 22, 1999

45. Profit Sharing NOW SIMPLE IRA

    By Guest SPollock, September 18, 1999
    • 3 replies
    • 1.8k views
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    • Ervin Barham
    • September 27, 1999

46. SEP prior years Simple coming year

    By Guest Dale, September 14, 1999
    • 1 reply
    • 1.4k views
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    • Gary Lesser
    • September 18, 1999

47. SIMPLE IRA & DB Plan

    By Guest danmar, September 10, 1999
    • 4 replies
    • 2k views
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    • Guest
    • September 13, 1999

48. Do SEP contributions count towards PS 15% limit

    By Alan Simpson, August 24, 1999
    • 3 replies
    • 1.8k views
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    • Gary Lesser
    • September 3, 1999

49. Simple IRA + Profit Sharing Plan

    By richard, August 24, 1999
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • September 6, 1999

50. Employer unable to make contributions to SIMPLE IRA

    By Guest Parker, August 13, 1999
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • August 16, 1999