SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

1. Rollovers TO a SIMPLE IRA

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

2. SEP; improper deferrals

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

3. SEP prior years Simple coming year

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

4. SIMPLE IRA & DB Plan

   By Guest danmar, September 10, 1999
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • September 13, 1999

5. Simple IRA + Profit Sharing Plan

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

6. Do SEP contributions count towards PS 15% limit

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

7. Distributions/Rollover

   By Ervin Barham, August 10, 1999
   • 3 replies
   • 1.6k views
   • 
   • Gary Lesser
   • August 16, 1999

8. Excluding Controlled Group Members from SEP

   By Guest Frasier Ives, July 21, 1999
   • 5 replies
   • 1.8k views
   • 
   • Gary Lesser
   • August 16, 1999

9. Employer unable to make contributions to SIMPLE IRA

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

10. MULTIPLE SIMPLE DEFERRAL LIMIT

    By Guest AFRICA, August 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 8, 1999

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

    By Guest Roger, August 3, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 3, 1999

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

    By Guest wmsgray, July 29, 1999
    • 2 replies
    • 4.2k views
    • 
    • Kathy
    • August 3, 1999

13. SIMPLE State Tax Treatment of Employee Deferrals

    By Guest Fishchick, July 28, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 28, 1999

14. Combining SEP-IRA with Qualified Plan

    By Guest Tamra, June 14, 1999
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • July 21, 1999

15. SIMPLE IRA Cont limit-combine with 401k?

    By Guest Mick Davids, July 19, 1999
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • July 20, 1999

16. SIMPLE IRAs - can employer terminate?

    By Guest KFI, July 8, 1999
    • 5 replies
    • 6.7k views
    • 
    • Guest
    • July 17, 1999

17. Converting a SEP IRA to a Simple IRA

    By eilano, June 16, 1999
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • July 10, 1999

18. Distributions/rollovers from SIMPLE 401(k) Plans

    By Guest KFI, June 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • July 10, 1999

19. Amending a SARSEP

    By Guest Michael Spaid, June 24, 1999
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • July 10, 1999

20. What is maximum employer holdback time?

    By Guest Kronenberg, July 9, 1999
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • July 10, 1999

21. Proposed increments to the contribution limits

    By Guest peterpeter, July 10, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 10, 1999

22. Changing SARSEP administrator/financial institution.

    By Guest Scott L Brown, July 7, 1999
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • July 9, 1999

23. SEP eligibility for a new business

    By Guest Michael Spaid, May 27, 1999
    • 1 reply
    • 2.2k views
    • 
    • Kathy
    • May 27, 1999

24. Compensation Caculation Period in a Simple IRA Compensation Cacualtion

    By Hoard1, May 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Hoard1
    • May 25, 1999

25. Investments allowed by SEP

    By Guest Sarah, April 21, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 22, 1999

26. Family Aggregate Elimination?

    By Guest MALFONI, May 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • May 21, 1999

27. Non-Discrimination testing for Simple 401(k) plans.

    By Guest Sara H, April 28, 1999
    • 3 replies
    • 2.1k views
    • 
    • Kathy
    • May 21, 1999

28. SIMPLE IRA match percentages

    By Guest SPollock, May 4, 1999
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • May 13, 1999

29. Simple IRA's & Davis-Bacon Wage Act

    By Guest Tom Fields, May 5, 1999
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • May 13, 1999

30. Vesting in SIMPLE 401(k)?

    By Guest Bill Mulkern, May 6, 1999
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • May 13, 1999

31. H&W Benefit plan coverage on first day of employement

    By Guest John M, May 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • May 13, 1999

32. Who's doing individual SIMPLE IRA accounts?

    By Guest Mac Lewis, April 20, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • May 12, 1999

33. How to correct overfunding of SEP-IRA by company for 1998

    By Dave Baker, May 7, 1999
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • May 8, 1999

34. SEP IRA AND REGULAR OR ROTH?

    By Guest JOE KOZO, April 18, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kathy
    • April 20, 1999

35. 5305 SEP and Prior Service

    By Guest PenProf, April 19, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 19, 1999

36. S/E contribution calcs for SIMPLE vs DC plans

    By Dawn Hafner, March 24, 1999
    • 6 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • April 15, 1999

37. What to do in SARSEP when EE deferred the max and ER wants to contribu

    By Lynn Campbell, April 12, 1999
    • 2 replies
    • 2.1k views
    • 
    • Gary Lesser
    • April 14, 1999

38. SEP and SARSEP eligibility

    By Guest pensiondoc, March 30, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • April 3, 1999

39. Amend SIMPLE IRA for eligibility?

    By Guest J Samuelson, March 24, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • March 25, 1999

40. SEP IRA and ROTH

    By Guest Stan Mallis, March 22, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 23, 1999

41. 15% Limit in Partnership

    By Kathy, March 8, 1999
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • March 13, 1999

42. SARSEP 125% NHCE deferral percentage and 3% employer contribution

    By Guest Steve Palmer, March 4, 1999
    • 1 reply
    • 2k views
    • 
    • Kathy
    • March 8, 1999

43. PARTNERSHIP 401(K) COMPENSATION REVISITED

    By Guest D_NITSCHE, March 2, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 3, 1999

44. Undercontributed to a SEP participant

    By Guest jorge casasnovas, February 25, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • March 2, 1999

45. Excess Deferral to SIMPLE

    By Guest Jim Brennan, February 26, 1999
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • March 2, 1999

46. Please clarify maximums to contribute/defer to SARSEP IRA

    By Guest DCarter, February 19, 1999
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • February 24, 1999

47. SEP PLans

    By Guest JDGlenn, February 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • February 24, 1999

48. Rollovers to SEP

    By Guest Thornton, February 22, 1999
    • 1 reply
    • 1.9k views
    • 
    • Kathy
    • February 22, 1999

49. No Contribution to HCE in SEP?

    By Guest Robert Lees, February 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • February 20, 1999

50. Overcontribution to SEP

    By nancy, January 26, 1999
    • 2 replies
    • 2.4k views
    • 
    • Gary Lesser
    • February 15, 1999