SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Wants to convert from SEP to DB Plan in 2004

   By Guest JVH, September 20, 2004
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • September 21, 2004

2. What IRS or ERISA penalties for failure to deposit SEP withholdings

   By Moe Howard, October 13, 2001
   • 1 reply
   • 2.8k views
   • 
   • Gary Lesser
   • October 16, 2001

3. What does the employer do when he can not locate participants to open

   By Guest, January 4, 2001
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • January 29, 2001

4. What does the word "maintain" really mean, rergarding a SIM

   By Moe Howard, January 10, 2002
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • January 11, 2002

5. What is compensation for purposes of SEP using Form 5305A-SEP

   By Gudgergirl, February 21, 2014
   • 1 reply
   • 2.3k views
   • 
   • Gary Lesser
   • April 7, 2014

6. What is maximum contribution to an integrated SEP?

   By Lynn Campbell, January 26, 2001
   • 1 reply
   • 1.6k views
   • 
   • Gary Lesser
   • January 29, 2001

7. What is maximum employer holdback time?

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

8. What is necessary to terminate a SEP?

   By Richard Anderson, February 1, 2001
   • 9 replies
   • 6.6k views
   • 
   • Dave Baker
   • February 22, 2001

9. What is partnership income for purposes of determining compensation for making an employer SIMPLE IRA contribution?

   By jane123, September 23, 2003
   • 3 replies
   • 2.6k views
   • 
   • Gary Lesser
   • October 23, 2003

10. What is the proper distribution code to use on Form 1099R for an early

    By Guest Kathleen Fouquet, January 26, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 12, 2001

11. What period does the 3% employer matching contribution cover?

    By Guest, July 3, 2000
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • September 19, 2000

12. What recourse do employees have when their SEP contributions taken from pay is not deposited by employer?

    By Guest quietcook, October 29, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 2004

13. 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

14. When does an employee become eligible in a SEP

    By Guest gjccpa, January 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • January 19, 2002

15. When does Employee become a Participant?

    By Jim Chad, May 23, 2016
    • 1 reply
    • 776 views
    • 
    • Bird
    • May 23, 2016

16. When does SEP IRA to 401(k) roll over make sense?

    By Wiscoman, October 1, 2015
    • 7 replies
    • 1.5k views
    • 
    • spiritrider
    • October 3, 2015

17. When is contribution deemed made - date on check or date sent to fina inst?

    By Guest amfam2, January 12, 2004
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • January 16, 2004

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

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

19. When was last amendment of a SEP or SARSEP required?

    By Jim Chad, October 1, 2015
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 5, 2015

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

    By Guest Nancy Hovanes, November 19, 1999
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • December 22, 1999

21. Where to find information on SEPs?

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

22. Which plan is best for VERY SMALL business?

    By Guest heike, June 28, 2006
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • June 28, 2006

23. Who can sponsor a SIMPLE?

    By Santo Gold, August 7, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • August 7, 2013

24. Who is included in a SEP?

    By Guest Pat Metallic, June 30, 2005
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • September 8, 2005

25. Who's doing individual SIMPLE IRA accounts?

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

26. Why no rollover from a SEP IRA to a Qualified Plan?

    By jukeboy56, January 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • namealreadyinuse
    • January 27, 2006

27. Withdraw a SEP contribution

    By Earl, August 19, 2011
    • 10 replies
    • 3.9k views
    • 
    • Gary Lesser
    • August 23, 2011

28. Withdrawal of excess contributions

    By Guest P A Weick, May 6, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • May 6, 2003

29. Workers Compensation

    By Dazednconfused, December 2, 2010
    • 0 replies
    • 968 views
    • 
    • Dazednconfused
    • December 2, 2010

30. young married couple looking to do something with self employed income. SEP?

    By Lori H, April 7, 2005
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • April 8, 2005