SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. SEP IRA Early Withdrawl For Health Reasons

   By Guest clarkfraser, May 9, 2006
   • 2 replies
   • 2.5k views
   • 
   • Appleby
   • May 12, 2006

2. SIMPLE Plan termination rules

   By Guest Ephesian431, July 26, 2000
   • 2 replies
   • 2.5k views
   • 
   • Gary Lesser
   • August 29, 2000

3. SIMPLE IRA contribution limits for 2001.

   By Guest rwallace, February 9, 2001
   • 1 reply
   • 2.5k views
   • 
   • Appleby
   • February 10, 2001

4. Partial Discontinuance of a Prototype SIMPLE IRA

   By Guest jg062098, June 3, 2004
   • 1 reply
   • 2.5k views
   • 
   • Gary Lesser
   • June 16, 2004

5. exclusive plan

   By jlea, October 8, 2008
   • 8 replies
   • 2.5k views
   • 
   • ERISAnut
   • October 9, 2008

6. New SIMPLE plan effective July 1 2007

   By rfahey, January 2, 2007
   • 9 replies
   • 2.5k views
   • 
   • Belgarath
   • January 19, 2007

7. simple ira rollover

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

8. How to terminate a SEP?

   By Guest Do, January 28, 1999
   • 2 replies
   • 2.5k views
   • 
   • Gary Lesser
   • February 15, 1999

9. Termination of 401(k) to establish SIMPLE IRA

   By MarZDoates, October 13, 2004
   • 4 replies
   • 2.5k views
   • 
   • Guest
   • October 14, 2004

10. Simple and 401K in the same year.

    By Guest Archimedes, December 4, 2006
    • 1 reply
    • 2.5k views
    • 
    • txdd
    • December 4, 2006

11. Under EGTRRA can SAR-SEP money merge into a 401(k) Plan

    By Guest lmoser@sunamerica.com, December 6, 2001
    • 3 replies
    • 2.5k views
    • 
    • davef
    • May 17, 2002

12. Rollover of SIMPLE IRA to Qualified Plan if over 59 1/2

    By Guest lgm, October 5, 2005
    • 5 replies
    • 2.5k views
    • 
    • Appleby
    • October 9, 2005

13. SIMPLE Exclusive Plan Rule

    By Guest Thornton, March 8, 2007
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • March 9, 2007

14. Self Employed Salary deduction

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

15. Correction of Partnership SEP

    By Locust, June 30, 2005
    • 5 replies
    • 2.5k views
    • 
    • Gary Lesser
    • July 29, 2005

16. Can an executor of a dead farmer's estate make a SEP contribution on the final return in the year of the farmer's death?

    By Guest Robert Lees, December 1, 1998
    • 3 replies
    • 2.5k views
    • 
    • Gary Lesser
    • October 4, 2003

17. Rollover from SEP IRA to qualified plan

    By AKconsult, April 27, 2010
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • April 27, 2010

18. SIMPLE IRA for the self employed

    By Guest BruceC, September 21, 2008
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • September 23, 2008

19. SEP contribution after death of sole proprietor?

    By Craig Garner, August 14, 2015
    • 1 reply
    • 2.5k views
    • 
    • Lou S.
    • August 14, 2015

20. Too much contributed to a SIMPLE IRA

    By R. Butler, December 8, 2009
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • December 8, 2009

21. Simple IRA vs. Safe Harbor 401(k)

    By Guest stevena1, November 11, 2005
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • November 14, 2005

22. SIMPLE 401(k)

    By Archimage, April 27, 2007
    • 2 replies
    • 2.5k views
    • 
    • R. Butler
    • October 2, 2007

23. Simple IRA vs. SEP IRA

    By Jilliandiz, April 14, 2005
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • April 14, 2005

24. SEP sponsor changes from Sch C to sub-S corp

    By M Norton, March 21, 2019   

    • sep sponsor
    • 6 replies
    • 2.5k views
    • 
    • FPGuy
    • March 29, 2019

25. Are Simple 401(k) Plans subject to 410(b)?

    By Guest Joe Vasko, December 21, 2001
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • December 27, 2001

26. Sole prop over contributed to a SEP, correction method?

    By Guest jc1457, September 20, 2007
    • 3 replies
    • 2.4k views
    • 
    • jevd
    • September 21, 2007

27. SARSEP limits

    By betheeg, January 15, 2003
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • January 23, 2003

28. Combining SEP-IRA with Qualified Plan

    By Guest Tamra, June 14, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • July 21, 1999

29. IRC 402(h) Exclusion Limit under EGTRRA

    By Gary Lesser, July 26, 2001
    • 0 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 26, 2001

30. Excess SEP Contribution (SARSEP 125% rule)

    By bzorc, November 4, 2004
    • 6 replies
    • 2.4k views
    • 
    • Gary Lesser
    • November 17, 2004

31. SEP IRAs and defined benefit plans

    By Guest jbc@edj, September 14, 2001
    • 8 replies
    • 2.4k views
    • 
    • Appleby
    • September 18, 2001

32. 5305-SEP

    By Randy Watson, January 30, 2007
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 14, 2007

33. Overcontribution to SEP

    By nancy, January 26, 1999
    • 2 replies
    • 2.4k views
    • 
    • Gary Lesser
    • February 15, 1999

34. EE limit if in 2 SIMPLE's

    By Sully, August 20, 2007
    • 4 replies
    • 2.4k views
    • 
    • Belgarath
    • August 21, 2007

35. Intentional Disqualification of a SIMPLE 401(k)

    By Guest Dressageho, April 2, 2012
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • April 3, 2012

36. Transfer of Keogh assets to SEP-IRA

    By Guest Melissa Winslow, October 1, 1999
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • October 11, 1999

37. SIMPLE IRA: sole proprietor: return of contributions

    By Felicia, February 12, 2003
    • 9 replies
    • 2.4k views
    • 
    • Gary Lesser
    • March 4, 2003

38. Simple Plans - Timing of Deductions

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

39. Termination of SIMPLE IRA

    By Lori Foresz, January 6, 2004
    • 1 reply
    • 2.4k views
    • 
    • Appleby
    • January 8, 2004

40. Amending SIMPLE IRA eligibility

    By Guest kdm, November 21, 2002
    • 3 replies
    • 2.4k views
    • 
    • Gary Lesser
    • December 2, 2002

41. Converting a SEP IRA to a Simple IRA

    By eilano, June 16, 1999
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • July 10, 1999

42. SEP excess contribution - How to handle this error.

    By Guest Bette N, February 14, 2001
    • 2 replies
    • 2.4k views
    • 
    • card
    • April 9, 2002

43. severence pay-can you exclude it?

    By Guest ButchElfers, February 16, 2006
    • 1 reply
    • 2.4k views
    • 
    • saabraa
    • February 17, 2006

44. Can a S Corporation Establish a SEP?

    By Guest mbernier, November 29, 2000
    • 2 replies
    • 2.4k views
    • 
    • Gary Lesser
    • December 1, 2000

45. Help Gary! Excess SEP Contribution

    By Guest Taxman, October 7, 2002
    • 8 replies
    • 2.4k views
    • 
    • Gary Lesser
    • October 11, 2002

46. Simple _ Changing Eligibility

    By rfahey, July 11, 2008
    • 6 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 21, 2008

47. Unreimbursed Partner Expense impact on Partnership SEP Contributions

    By John, April 1, 2017   

    • sep
    • upe
    • (and 1 more)

      Tagged with:

      • sep
      • upe
      • partnership
    • 3 replies
    • 2.4k views
    • 
    • John
    • April 5, 2017

48. SIMPLE IRA--not notified of eleigbility

    By Guest jerseygirl, January 12, 2011
    • 10 replies
    • 2.4k views
    • 
    • Kevin C
    • February 28, 2011

49. Definition of Comp 2% S-Corp Shareholder

    By MarZDoates, January 10, 2007
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 11, 2007

50. U.S. Subsidiary of Foreign Company cannot establish a SIMPLE Plan.

    By traveler, March 10, 2001
    • 2 replies
    • 2.4k views
    • 
    • traveler
    • March 13, 2001