SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SIMPLE IRA - when employer goes out of business

   By Guest GB07, May 23, 2011
   • 1 reply
   • 4.4k views
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   • ETA Consulting LLC
   • May 24, 2011

2. Various SEP Questions

   By Guest Newspeak1, May 16, 2011
   • 6 replies
   • 1.6k views
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   • Jim Chad
   • May 18, 2011

3. SEP

   By Fisher, March 3, 2011
   • 4 replies
   • 1.5k views
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   • Bird
   • May 16, 2011

4. 60 Day Rule

   By Dazednconfused, May 11, 2011
   • 1 reply
   • 1.5k views
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   • ETA Consulting LLC
   • May 11, 2011

5. Simple IRA

   By Guest BED, May 9, 2011
   • 1 reply
   • 1.3k views
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   • ETA Consulting LLC
   • May 10, 2011

6. SARSEP to 401K SH Foul up...Help!

   By Guest tomhard, May 5, 2011
   • 8 replies
   • 4.3k views
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   • ETA Consulting LLC
   • May 7, 2011

7. SARSEP

   By Guest Gcarl, April 23, 2011
   • 2 replies
   • 1.2k views
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   • Guest
   • April 27, 2011

8. How to create SEP for partnership excluding leased employees?

   By Guest april90, February 3, 2011
   • 1 reply
   • 1.6k views
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   • Gary Lesser
   • April 22, 2011

9. Maximum Allocation in SEP

   By Guest CharlieLaur, February 11, 2011
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • April 22, 2011

10. Co A Contributes to Co Bs SIMPLE-IRA

    By goldtpa, February 16, 2011
    • 2 replies
    • 1.2k views
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    • goldtpa
    • April 22, 2011

11. Missed contributions to SEP

    By Spencer, April 21, 2011
    • 3 replies
    • 1.7k views
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    • jpod
    • April 21, 2011

12. Self-Employed Sole Proprietorship & Partnership

    By Gruegen, April 14, 2011
    • 3 replies
    • 1.4k views
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    • Gary Lesser
    • April 15, 2011

13. Pay-to-Play queestion---SIMPLES and SEPS

    By Borsley, March 24, 2011
    • 2 replies
    • 1.3k views
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    • Peter Gulia
    • March 24, 2011

14. Controlled Group

    By rfahey, March 15, 2011
    • 5 replies
    • 1.2k views
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    • QNPG
    • March 16, 2011

15. SEP IRA?

    By Guest sugar daddy, March 8, 2011
    • 2 replies
    • 1.1k views
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    • Calavera
    • March 9, 2011

16. SEP - Missed Contributions for Multiple Years

    By Zoey, March 8, 2011
    • 3 replies
    • 1.4k views
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    • Lou S.
    • March 9, 2011

17. Statutory Employee

    By Guest jim williams, March 7, 2011
    • 1 reply
    • 2k views
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    • PensionPro
    • March 7, 2011

18. SIMPLE IRA contributions

    By Felicia, March 4, 2011
    • 1 reply
    • 1.1k views
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    • Bird
    • March 6, 2011

19. Purchased by company with a SIMPLE Plan

    By Earl, March 3, 2011
    • 1 reply
    • 1k views
    • 
    • Earl
    • March 3, 2011

20. SIMPLE IRA--not notified of eleigbility

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

21. 2011 COLA & Rollover Charts

    By Gary Lesser, October 29, 2010
    • 1 reply
    • 1.5k views
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    • Gary Lesser
    • February 6, 2011

22. Termianting a SIMPLE IRA

    By R. Butler, December 23, 2010
    • 3 replies
    • 1.7k views
    • 
    • 12AX7
    • January 26, 2011

23. Are SARSEP excess contributions calculated the same as 401(k)?

    By Lori H, December 28, 2010
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 26, 2011

24. SEP Excess Amount

    By Guest jrob, January 5, 2011
    • 1 reply
    • 1.4k views
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    • Gary Lesser
    • January 26, 2011

25. 401(k) Plan w/ 2 participating ERs Disolving

    By Guest RetireFast, January 7, 2011
    • 1 reply
    • 1.1k views
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    • Gary Lesser
    • January 26, 2011

26. SIMPLE IRA

    By Guest jmc51, January 19, 2011
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 25, 2011

27. One Year of Service

    By Dazednconfused, January 11, 2011
    • 4 replies
    • 1.1k views
    • 
    • Dazednconfused
    • January 14, 2011

28. Multiple business

    By Guest David Winkler, December 27, 2010
    • 2 replies
    • 1.8k views
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    • Gary Lesser
    • December 30, 2010

29. Relationship of contribution limits between SEP-IRA and SARSEP

    By Guest smrosenberry, December 26, 2010
    • 4 replies
    • 2.8k views
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    • Guest
    • December 28, 2010

30. Unusual SEP forumula

    By Bill Presson, December 15, 2010
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • December 15, 2010

31. Compensation

    By Tom Poje, December 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • December 13, 2010

32. Terminated 401(k) Plan and New SIMPLE IRA Plan

    By Guest PhDay, December 8, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2010

33. Directors Fees

    By Guest cfpinyo, December 8, 2010
    • 3 replies
    • 2.2k views
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    • K2retire
    • December 9, 2010

34. SIMPLE IRA LLC single owner

    By Guest robertcusick, December 7, 2010
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • December 8, 2010

35. Workers Compensation

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

36. Does anyone provide an SEP prototype document that allows for age weighted contributions?

    By Guest thomas24ct, November 8, 2010
    • 1 reply
    • 1.5k views
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    • PensionPro
    • November 8, 2010

37. Are catch-ups in SIMPLEs matched

    By Santo Gold, November 2, 2010
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • November 3, 2010

38. Simple IRA re-hire/eligibility rules

    By Guest chris4013, December 30, 2003
    • 5 replies
    • 5k views
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    • Gary Lesser
    • November 1, 2010

39. SIMPLE IRA Exceptions – can more than one plan be offered?

    By Francis, October 15, 2010
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • November 1, 2010

40. Employer quit making SIMPLE IRA match in March.

    By Lori H, October 29, 2010
    • 0 replies
    • 1.1k views
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    • Lori H
    • October 29, 2010

41. Can we setup a SEP

    By Guest Whatup, October 25, 2010
    • 0 replies
    • 989 views
    • 
    • Guest
    • October 25, 2010

42. SIMPLE IRA Termination and then Restart ?

    By Francis, October 19, 2010
    • 0 replies
    • 1.6k views
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    • Francis
    • October 19, 2010

43. Profit Sharing and SEP

    By DP, October 6, 2010
    • 2 replies
    • 1.3k views
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    • Gary Lesser
    • October 8, 2010

44. SEP contribution for lost employee

    By Guest djw, October 7, 2010
    • 1 reply
    • 969 views
    • 
    • Gary Lesser
    • October 8, 2010

45. SEP contribution for terminated/lost employee

    By rfahey, April 8, 2010
    • 5 replies
    • 4.5k views
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    • Gary Lesser
    • October 8, 2010

46. Company A has a 401k, Co. B has a SIMPLE

    By Santo Gold, October 6, 2010
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • October 6, 2010

47. Possible to convert a SIMPLE 401(k) to regular 401(k)?

    By Gudgergirl, October 5, 2010
    • 1 reply
    • 3.5k views
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    • Bird
    • October 5, 2010

48. SIMPLE with Various financial institutions

    By rfahey, October 1, 2010
    • 1 reply
    • 922 views
    • 
    • Bird
    • October 4, 2010

49. Definition of "Earned Income"

    By Gary Lesser, September 29, 2010
    • 0 replies
    • 1.4k views
    • 
    • Gary Lesser
    • September 29, 2010

50. Forgot to fill out form 5305-SA

    By Guest sheTexasHammer, September 28, 2010
    • 1 reply
    • 1.6k views
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    • rcline46
    • September 28, 2010