SEP, SARSEP and SIMPLE Plans

1,537 topics in this forum

1. No Contribution to HCE in SEP?

   By Guest Robert Lees, February 19, 1999
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • February 20, 1999

2. Overcontribution to SEP

   By nancy, January 26, 1999
   • 2 replies
   • 2.7k views
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   • Gary Lesser
   • February 15, 1999

3. How to terminate a SEP?

   By Guest Do, January 28, 1999
   • 2 replies
   • 2.9k views
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   • Gary Lesser
   • February 15, 1999

4. SEP and controlled group - please help!

   By Guest friedbrain, January 29, 1999
   • 1 reply
   • 1.8k views
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   • Gary Lesser
   • February 15, 1999

5. Termination of SIMPLE IRA?

   By Guest bjg, February 3, 1999
   • 1 reply
   • 2.4k views
   • 
   • Gary Lesser
   • February 15, 1999

6. Combination 10% Money Purchase Contribution and SEP contribution

   By Guest Liz Schulte, February 2, 1999
   • 2 replies
   • 2.3k views
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   • Gary Lesser
   • February 15, 1999

7. employer contributions to a SARSEP

   By Guest pensiondoc, February 6, 1999
   • 2 replies
   • 2.5k views
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   • Gary Lesser
   • February 15, 1999

8. Employer Discretionary Contribution to a Simple?

   By Guest Paul McDonald, January 27, 1999
   • 1 reply
   • 2.4k views
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   • Guest
   • January 27, 1999

9. Distributions for Terminated Participants of SIMPLE plans

   By Guest Peck, January 7, 1999
   • 3 replies
   • 2.3k views
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   • Guest
   • January 20, 1999

10. FYI: New Proposed SIMPLE Amendments

    By Guest peterpeter, January 16, 1999
    • 0 replies
    • 2k views
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    • Guest
    • January 16, 1999

11. SARSEP eligibility

    By Guest pension doc, January 4, 1999
    • 2 replies
    • 2.7k views
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    • Guest
    • January 12, 1999

12. Terminating a SIMPLE.

    By Guest Thornton, January 8, 1999
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • January 8, 1999

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

    By Gary Lesser, December 26, 1998
    • 0 replies
    • 2.2k views
    • 
    • Gary Lesser
    • December 26, 1998

14. Conversion of manditory distribution to a Roth

    By Guest Gahusker, December 24, 1998
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 25, 1998

15. Social Security Tax on SIMPLE Contributions

    By Guest Lynne Dennis, December 19, 1998
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • December 23, 1998

16. No Longer Eligible for SARSEP

    By Guest JB2, December 21, 1998
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • December 22, 1998

17. Prototype SEP Document & DB Plan

    By Guest haydenks, December 10, 1998
    • 2 replies
    • 3.2k views
    • 
    • Gary Lesser
    • December 19, 1998

18. New SAR-SEP Form

    By Guest Jim Brennan, December 9, 1998
    • 2 replies
    • 2.6k views
    • 
    • Gary Lesser
    • December 19, 1998

19. Partner Compensation

    By Guest derek, December 8, 1998
    • 8 replies
    • 4k views
    • 
    • Gary Lesser
    • December 19, 1998

20. Termination of SARSEP plan

    By Alan Simpson, December 18, 1998
    • 1 reply
    • 2.7k views
    • 
    • Gary Lesser
    • December 19, 1998

21. simple ira rollover

    By Guest Wineman, December 14, 1998
    • 8 replies
    • 3.1k views
    • 
    • Gary Lesser
    • December 17, 1998

22. New Business

    By Guest HD WILLIAMS, December 8, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • December 15, 1998

23. SEP and Qualified Plan

    By Guest Thornton, November 24, 1998
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 14, 1998

24. Where to find information on SEPs?

    By Guest derek, November 17, 1998
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • November 17, 1998

25. Controlled Group

    By Guest Jim Brennan, October 29, 1998
    • 5 replies
    • 3k views
    • 
    • Gary Lesser
    • November 17, 1998

26. SEP Eligiblity

    By Guest Jim Brennan, November 12, 1998
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • November 13, 1998

27. SIMPLE Websites

    By Guest Amy Erlbacher Anderson, November 6, 1998
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • November 9, 1998

28. Simple Plans - Timing of Deductions

    By Guest JD Colville, October 20, 1998
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • October 29, 1998

29. SIMPLE IRA

    By Guest Laura Millwood, October 22, 1998
    • 5 replies
    • 3.1k views
    • 
    • Gary Lesser
    • October 28, 1998

30. SARSEP Eligibility

    By Guest JB2, October 16, 1998
    • 2 replies
    • 3k views
    • 
    • Guest
    • October 22, 1998

31. SIMPLE IRAs

    By Guest bob, October 6, 1998
    • 6 replies
    • 3.1k views
    • 
    • Gary Lesser
    • October 18, 1998

32. SIMPLE IRA Matching Contribution

    By Guest Jodi, October 15, 1998
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • October 15, 1998

33. SAR-SEP IRA Rollovers

    By Guest Lori M, October 14, 1998
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • October 14, 1998

34. SEP Restatements

    By card, September 23, 1998
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • September 29, 1998

35. Leased Employees Coverage

    By Guest dixie, September 25, 1998
    • 3 replies
    • 3.2k views
    • 
    • Gary Lesser
    • September 29, 1998

36. Multiple Simple Plans

    By card, September 23, 1998
    • 1 reply
    • 3k views
    • 
    • card
    • September 24, 1998

37. Self Employed Salary deduction

    By Guest Gary Tencer, September 10, 1998
    • 1 reply
    • 2.8k views
    • 
    • Gary Lesser
    • September 11, 1998