SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SEP

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

2. Co A Contributes to Co Bs SIMPLE-IRA

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

3. Disallowed Deferrals

   By Beemer, February 14, 2011
   • 5 replies
   • 2k views
   • 
   • Gary Lesser
   • August 23, 2011

4. Maximum Allocation in SEP

   By Guest CharlieLaur, February 11, 2011
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • April 22, 2011

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

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

6. SIMPLE IRA

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

7. SIMPLE IRA--not notified of eleigbility

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

8. One Year of Service

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

9. 401(k) Plan w/ 2 participating ERs Disolving

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

10. SEP Excess Amount

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

11. 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

12. Multiple business

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

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

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

14. Termianting a SIMPLE IRA

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

15. Unusual SEP forumula

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

16. Compensation

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

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

    By Guest PhDay, December 8, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 9, 2010

18. Directors Fees

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

19. SIMPLE IRA LLC single owner

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

20. Workers Compensation

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

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

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

22. Are catch-ups in SIMPLEs matched

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

23. Employer quit making SIMPLE IRA match in March.

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

24. 2011 COLA & Rollover Charts

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

25. Can we setup a SEP

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

26. SIMPLE IRA Termination and then Restart ?

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

27. 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

28. SEP contribution for lost employee

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

29. Profit Sharing and SEP

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

30. 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

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

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

32. SIMPLE with Various financial institutions

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

33. Definition of "Earned Income"

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

34. Forgot to fill out form 5305-SA

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

35. Simple ira Controlled Group

    By PFranckowiak, September 20, 2010
    • 0 replies
    • 1.2k views
    • 
    • PFranckowiak
    • September 20, 2010

36. EP Phone Forum on September 27

    By Gary Lesser, September 17, 2010
    • 0 replies
    • 878 views
    • 
    • Gary Lesser
    • September 17, 2010

37. SIMPLE-IRA

    By rblum50, September 15, 2010
    • 1 reply
    • 918 views
    • 
    • Gary Lesser
    • September 15, 2010

38. SEPs, SIMPLEs, creditors

    By Santo Gold, September 14, 2010
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • September 15, 2010

39. Record retention for SEP IRA

    By Guest Roger K., August 16, 2010
    • 1 reply
    • 2.7k views
    • 
    • Gary Lesser
    • September 15, 2010

40. Transfer from 401(a) Plan to SEP-IRAs

    By Oh so SIMPLE, August 11, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • August 12, 2010

41. HSA contributions - compensation ?

    By rfahey, July 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • September 15, 2010

42. SEP IRA

    By Guest mattsmalls, July 15, 2010
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • July 16, 2010

43. SARSEP legality question

    By Guest Shandi2010, July 8, 2010
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 8, 2010

44. LLC, K-1 and SEP

    By Guest dbvail, May 21, 2010
    • 8 replies
    • 7.6k views
    • 
    • Guest
    • May 23, 2010

45. SIMPLE IRA and more than 100 ees in 2009

    By Jim Chad, May 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • May 19, 2010

46. Rollover from SEP IRA to qualified plan

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

47. Disqualification of SARSEP

    By LIBERTYKID, April 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 22, 2010

48. SEP contribution for terminated/lost employee

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

49. SEP and SIMPLE in same year?

    By steve-o, April 6, 2010
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 22, 2010

50. Client wants to make a catch-up contribution to his SEP

    By Guest jc1457, March 29, 2010
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 29, 2010