SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. SEP IRA's

   By Guest American Pension Consulta, June 13, 2001
   • 3 replies
   • 1.5k views
   • 
   • Appleby
   • June 20, 2001

2. adopting a SIMPLE-IRA

   By Guest Mike Kimball, August 10, 2001
   • 3 replies
   • 1.5k views
   • 
   • Belgarath
   • August 10, 2001

3. Simple 401(k) Matching Contribution

   By Guest Dianes, September 27, 2001
   • 3 replies
   • 1.5k views
   • 
   • Gary Lesser
   • October 9, 2001

4. Can existing grandfathered SARSEP Plan be moved to a new custodian?

   By Guest Andy C, November 19, 2001
   • 3 replies
   • 2.4k views
   • 
   • Appleby
   • November 20, 2001

5. Is IRS aware that EGTRRA never amended IRC 402(h)(2) for SEPs ?

   By Moe Howard, November 21, 2001
   • 3 replies
   • 1.8k views
   • 
   • Gary Lesser
   • November 22, 2001

6. Simple-IRA for new sole propritor.

   By Moe Howard, November 29, 2001
   • 3 replies
   • 1.8k views
   • 
   • Gary Lesser
   • December 18, 2001

7. Simple IRAs

   By Guest spritcha, December 4, 2001
   • 3 replies
   • 1.4k views
   • 
   • Appleby
   • December 5, 2001

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

   By Guest lmoser@sunamerica.com, December 6, 2001
   • 3 replies
   • 2.2k views
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   • davef
   • May 17, 2002

9. Deduction limits for Self employed who sponsors a 401(k) Plan?

   By Guest Joe Vasko, December 11, 2001
   • 3 replies
   • 1.8k views
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   • Gary Lesser
   • March 11, 2002

10. SIMPLE IRA Plan. Unsure if controlled group poses a problem

    By Guest Dennis Hennessy, December 11, 2001
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 13, 2001

11. Sarsep

    By Guest cypress, December 14, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • January 3, 2002

12. Converting a SIMPLE to a Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • January 11, 2002

13. SEP IRA Plan

    By Guest Darcy L. Hitesman, January 8, 2002
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • January 8, 2002

14. Sarsep 15% of Contribution

    By Guest mariaguzzetta, February 13, 2002
    • 3 replies
    • 1.2k views
    • 
    • Gary Lesser
    • February 14, 2002

15. Contribution Question

    By Archimage, February 15, 2002
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • February 19, 2002

16. Simple Ira

    By Guest 401kproman, February 19, 2002
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • February 21, 2002

17. Employer contributions to SIMPLE-IRA

    By Guest Steven Hoksch, March 1, 2002
    • 3 replies
    • 1.8k views
    • 
    • wmyer
    • March 4, 2002

18. SIMPLE IRA Plan

    By Guest TAG, March 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • March 8, 2002

19. SIMPLE IRA for Partnership

    By MarZDoates, March 12, 2002
    • 3 replies
    • 1.8k views
    • 
    • MarZDoates
    • March 12, 2002

20. Question about the rule that a firm can't have traditional 401(k) and

    By maverick, March 14, 2002
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • March 15, 2002

21. SIMPLE plan for LLC

    By Guest bmurphy, March 20, 2002
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • March 22, 2002

22. Excess SEP contributions - recharacterize?

    By Guest amfam2, April 1, 2002
    • 3 replies
    • 5.8k views
    • 
    • Appleby
    • April 2, 2002

23. SARSEP limit after EGTRRA and tech correction??

    By maverick, May 9, 2002
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • May 30, 2002

24. SIMPLE IRA overfunded employer contributions

    By Guest nicola, May 20, 2002
    • 3 replies
    • 3.2k views
    • 
    • Appleby
    • May 22, 2002

25. Invest in LLC

    By Guest Tara Curran, June 7, 2002
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • June 9, 2002