SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Distributions for Terminated Participants of SIMPLE plans

   By Guest Peck, January 7, 1999
   • 3 replies
   • 2k views
   • 
   • Guest
   • January 20, 1999

2. FYI: New Proposed SIMPLE Amendments

   By Guest peterpeter, January 16, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • January 16, 1999

3. SARSEP eligibility

   By Guest pension doc, January 4, 1999
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • January 12, 1999

4. Terminating a SIMPLE.

   By Guest Thornton, January 8, 1999
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • January 8, 1999

5. SEP/SIMPLE after Termination of 401(k)

   By Gary Lesser, December 26, 1998
   • 0 replies
   • 1.8k views
   • 
   • Gary Lesser
   • December 26, 1998

6. Conversion of manditory distribution to a Roth

   By Guest Gahusker, December 24, 1998
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • December 25, 1998

7. Social Security Tax on SIMPLE Contributions

   By Guest Lynne Dennis, December 19, 1998
   • 6 replies
   • 2k views
   • 
   • Guest
   • December 23, 1998

8. No Longer Eligible for SARSEP

   By Guest JB2, December 21, 1998
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • December 22, 1998

9. Prototype SEP Document & DB Plan

   By Guest haydenks, December 10, 1998
   • 2 replies
   • 2.8k views
   • 
   • Gary Lesser
   • December 19, 1998

10. New SAR-SEP Form

    By Guest Jim Brennan, December 9, 1998
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • December 19, 1998

11. Partner Compensation

    By Guest derek, December 8, 1998
    • 8 replies
    • 3.7k views
    • 
    • Gary Lesser
    • December 19, 1998

12. Termination of SARSEP plan

    By Alan Simpson, December 18, 1998
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 19, 1998

13. simple ira rollover

    By Guest Wineman, December 14, 1998
    • 8 replies
    • 2.5k views
    • 
    • Gary Lesser
    • December 17, 1998

14. New Business

    By Guest HD WILLIAMS, December 8, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 15, 1998

15. SEP and Qualified Plan

    By Guest Thornton, November 24, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 14, 1998

16. Where to find information on SEPs?

    By Guest derek, November 17, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 17, 1998

17. Controlled Group

    By Guest Jim Brennan, October 29, 1998
    • 5 replies
    • 2.7k views
    • 
    • Gary Lesser
    • November 17, 1998

18. SEP Eligiblity

    By Guest Jim Brennan, November 12, 1998
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 13, 1998

19. SIMPLE Websites

    By Guest Amy Erlbacher Anderson, November 6, 1998
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 9, 1998

20. Simple Plans - Timing of Deductions

    By Guest JD Colville, October 20, 1998
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 29, 1998

21. SIMPLE IRA

    By Guest Laura Millwood, October 22, 1998
    • 5 replies
    • 2.8k views
    • 
    • Gary Lesser
    • October 28, 1998

22. SARSEP Eligibility

    By Guest JB2, October 16, 1998
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 22, 1998

23. SIMPLE IRAs

    By Guest bob, October 6, 1998
    • 6 replies
    • 2.6k views
    • 
    • Gary Lesser
    • October 18, 1998

24. SIMPLE IRA Matching Contribution

    By Guest Jodi, October 15, 1998
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • October 15, 1998

25. SAR-SEP IRA Rollovers

    By Guest Lori M, October 14, 1998
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • October 14, 1998

26. SEP Restatements

    By card, September 23, 1998
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • September 29, 1998

27. Leased Employees Coverage

    By Guest dixie, September 25, 1998
    • 3 replies
    • 2.8k views
    • 
    • Gary Lesser
    • September 29, 1998

28. Multiple Simple Plans

    By card, September 23, 1998
    • 1 reply
    • 2.8k views
    • 
    • card
    • September 24, 1998

29. Self Employed Salary deduction

    By Guest Gary Tencer, September 10, 1998
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • September 11, 1998