SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Distributions/Rollover

   By Ervin Barham, August 10, 1999
   • 3 replies
   • 1.5k views
   • 
   • Gary Lesser
   • August 16, 1999

2. Excluding Controlled Group Members from SEP

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

3. Employer unable to make contributions to SIMPLE IRA

   By Guest Parker, August 13, 1999
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • August 16, 1999

4. MULTIPLE SIMPLE DEFERRAL LIMIT

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

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

   By Guest Roger, August 3, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • August 3, 1999

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

   By Guest wmsgray, July 29, 1999
   • 2 replies
   • 4k views
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   • Kathy
   • August 3, 1999

7. SIMPLE State Tax Treatment of Employee Deferrals

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

8. Combining SEP-IRA with Qualified Plan

   By Guest Tamra, June 14, 1999
   • 4 replies
   • 2.4k views
   • 
   • Guest
   • July 21, 1999

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

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

10. SIMPLE IRAs - can employer terminate?

    By Guest KFI, July 8, 1999
    • 5 replies
    • 6.4k views
    • 
    • Guest
    • July 17, 1999

11. Converting a SEP IRA to a Simple IRA

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

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

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

13. Amending a SARSEP

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

14. What is maximum employer holdback time?

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

15. Proposed increments to the contribution limits

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

16. Changing SARSEP administrator/financial institution.

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

17. SEP eligibility for a new business

    By Guest Michael Spaid, May 27, 1999
    • 1 reply
    • 2.1k views
    • 
    • Kathy
    • May 27, 1999

18. Compensation Caculation Period in a Simple IRA Compensation Cacualtion

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

19. Investments allowed by SEP

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

20. Family Aggregate Elimination?

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

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

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

22. SIMPLE IRA match percentages

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

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

    By Guest Tom Fields, May 5, 1999
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • May 13, 1999

24. Vesting in SIMPLE 401(k)?

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

25. 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

26. Who's doing individual SIMPLE IRA accounts?

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

27. 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

28. SEP IRA AND REGULAR OR ROTH?

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

29. 5305 SEP and Prior Service

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

30. 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

31. 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

32. SEP and SARSEP eligibility

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

33. Amend SIMPLE IRA for eligibility?

    By Guest J Samuelson, March 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 25, 1999

34. SEP IRA and ROTH

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

35. 15% Limit in Partnership

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

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

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

37. PARTNERSHIP 401(K) COMPENSATION REVISITED

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

38. Undercontributed to a SEP participant

    By Guest jorge casasnovas, February 25, 1999
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 2, 1999

39. Excess Deferral to SIMPLE

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

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

    By Guest DCarter, February 19, 1999
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • February 24, 1999

41. SEP PLans

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

42. Rollovers to SEP

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

43. No Contribution to HCE in SEP?

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

44. Overcontribution to SEP

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

45. How to terminate a SEP?

    By Guest Do, January 28, 1999
    • 2 replies
    • 2.5k views
    • 
    • Gary Lesser
    • February 15, 1999

46. SEP and controlled group - please help!

    By Guest friedbrain, January 29, 1999
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 15, 1999

47. Termination of SIMPLE IRA?

    By Guest bjg, February 3, 1999
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • February 15, 1999

48. Combination 10% Money Purchase Contribution and SEP contribution

    By Guest Liz Schulte, February 2, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • February 15, 1999

49. employer contributions to a SARSEP

    By Guest pensiondoc, February 6, 1999
    • 2 replies
    • 2k views
    • 
    • Gary Lesser
    • February 15, 1999

50. Employer Discretionary Contribution to a Simple?

    By Guest Paul McDonald, January 27, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 27, 1999