SEP, SARSEP and SIMPLE Plans

1,513 topics in this forum

1. SEP eligibility for a new business

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

2. Compensation Caculation Period in a Simple IRA Compensation Cacualtion

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

3. Investments allowed by SEP

   By Guest Sarah, April 21, 1999
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • May 22, 1999

4. Family Aggregate Elimination?

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

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

   By Guest Sara H, April 28, 1999
   • 3 replies
   • 2k views
   • 
   • Kathy
   • May 21, 1999

6. SIMPLE IRA match percentages

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

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

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

8. Vesting in SIMPLE 401(k)?

   By Guest Bill Mulkern, May 6, 1999
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • May 13, 1999

9. 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

10. Who's doing individual SIMPLE IRA accounts?

    By Guest Mac Lewis, April 20, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 12, 1999

11. How to correct overfunding of SEP-IRA by company for 1998

    By Dave Baker, May 7, 1999
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • May 8, 1999

12. SEP IRA AND REGULAR OR ROTH?

    By Guest JOE KOZO, April 18, 1999
    • 2 replies
    • 1.9k views
    • 
    • Kathy
    • April 20, 1999

13. 5305 SEP and Prior Service

    By Guest PenProf, April 19, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 19, 1999

14. S/E contribution calcs for SIMPLE vs DC plans

    By Dawn Hafner, March 24, 1999
    • 6 replies
    • 1.8k views
    • 
    • Dawn Hafner
    • April 15, 1999

15. What to do in SARSEP when EE deferred the max and ER wants to contribu

    By Lynn Campbell, April 12, 1999
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • April 14, 1999

16. SEP and SARSEP eligibility

    By Guest pensiondoc, March 30, 1999
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • April 3, 1999

17. Amend SIMPLE IRA for eligibility?

    By Guest J Samuelson, March 24, 1999
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • March 25, 1999

18. SEP IRA and ROTH

    By Guest Stan Mallis, March 22, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 23, 1999

19. 15% Limit in Partnership

    By Kathy, March 8, 1999
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • March 13, 1999

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

    By Guest Steve Palmer, March 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • March 8, 1999

21. PARTNERSHIP 401(K) COMPENSATION REVISITED

    By Guest D_NITSCHE, March 2, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 3, 1999

22. Undercontributed to a SEP participant

    By Guest jorge casasnovas, February 25, 1999
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • March 2, 1999

23. Excess Deferral to SIMPLE

    By Guest Jim Brennan, February 26, 1999
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • March 2, 1999

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

    By Guest DCarter, February 19, 1999
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • February 24, 1999

25. SEP PLans

    By Guest JDGlenn, February 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 24, 1999