SEP, SARSEP and SIMPLE Plans

1,504 topics in this forum

1. Distributions/Rollover

   By Ervin Barham, August 10, 1999
   • 3 replies
   • 1.4k views
   • 
   • Gary Lesser
   • August 16, 1999

2. Excluding Controlled Group Members from SEP

   By Guest Frasier Ives, July 21, 1999
   • 5 replies
   • 1.6k views
   • 
   • Gary Lesser
   • August 16, 1999

3. Employer unable to make contributions to SIMPLE IRA

   By Guest Parker, August 13, 1999
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • August 16, 1999

4. MULTIPLE SIMPLE DEFERRAL LIMIT

   By Guest AFRICA, August 8, 1999
   • 0 replies
   • 1.3k views
   • 
   • 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
   • 1.3k views
   • 
   • Guest
   • August 3, 1999

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

   By Guest wmsgray, July 29, 1999
   • 2 replies
   • 3.2k views
   • 
   • Kathy
   • August 3, 1999

7. SIMPLE State Tax Treatment of Employee Deferrals

   By Guest Fishchick, July 28, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 28, 1999

8. Combining SEP-IRA with Qualified Plan

   By Guest Tamra, June 14, 1999
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • July 21, 1999

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

   By Guest Mick Davids, July 19, 1999
   • 2 replies
   • 1.7k views
   • 
   • Gary Lesser
   • July 20, 1999

10. SIMPLE IRAs - can employer terminate?

    By Guest KFI, July 8, 1999
    • 5 replies
    • 5.8k views
    • 
    • Guest
    • July 17, 1999

11. Converting a SEP IRA to a Simple IRA

    By eilano, June 16, 1999
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • July 10, 1999

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

    By Guest KFI, June 22, 1999
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • July 10, 1999

13. Amending a SARSEP

    By Guest Michael Spaid, June 24, 1999
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • July 10, 1999

14. What is maximum employer holdback time?

    By Guest Kronenberg, July 9, 1999
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • July 10, 1999

15. Proposed increments to the contribution limits

    By Guest peterpeter, July 10, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 10, 1999

16. Changing SARSEP administrator/financial institution.

    By Guest Scott L Brown, July 7, 1999
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • July 9, 1999

17. SEP eligibility for a new business

    By Guest Michael Spaid, May 27, 1999
    • 1 reply
    • 2k views
    • 
    • Kathy
    • May 27, 1999

18. Compensation Caculation Period in a Simple IRA Compensation Cacualtion

    By Hoard1, May 25, 1999
    • 0 replies
    • 1.3k views
    • 
    • Hoard1
    • May 25, 1999

19. Investments allowed by SEP

    By Guest Sarah, April 21, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 22, 1999

20. Family Aggregate Elimination?

    By Guest MALFONI, May 21, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • May 21, 1999

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

    By Guest Sara H, April 28, 1999
    • 3 replies
    • 1.9k views
    • 
    • Kathy
    • May 21, 1999

22. SIMPLE IRA match percentages

    By Guest SPollock, May 4, 1999
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • May 13, 1999

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

    By Guest Tom Fields, May 5, 1999
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • May 13, 1999

24. Vesting in SIMPLE 401(k)?

    By Guest Bill Mulkern, May 6, 1999
    • 1 reply
    • 1.8k 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
    • 1.4k views
    • 
    • Gary Lesser
    • May 13, 1999