SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

1. Failure to deposit Simple IRA contributions

   By jukeboy56, June 24, 2008
   • 1 reply
   • 1.8k views
   • 
   • QDROphile
   • June 25, 2008

2. SEP Document Requirement

   By Fisher, June 4, 2008
   • 2 replies
   • 1.2k views
   • 
   • Fisher
   • June 5, 2008

3. Eligibility for a SIMPLE IRA

   By Guest Jensen, May 27, 2008
   • 3 replies
   • 9k views
   • 
   • jevd
   • May 28, 2008

4. COLA and Rollover Chart for 2007 and 2008

   By Gary Lesser, November 12, 2007
   • 1 reply
   • 1.9k views
   • 
   • Gary Lesser
   • May 21, 2008

5. Recharacterize Traditional IRA to SEP IRA

   By rfahey, April 25, 2008
   • 1 reply
   • 2.6k views
   • 
   • Gary Lesser
   • May 11, 2008

6. Deferrals of Partners and Sole Proprietors

   By Guest Thornton, April 10, 2008
   • 4 replies
   • 2.7k views
   • 
   • Gary Lesser
   • May 9, 2008

7. SIMPLE IRA to Safe Harbor 401(K)

   By Lori H, April 25, 2008
   • 2 replies
   • 2.4k views
   • 
   • Gary Lesser
   • May 9, 2008

8. Timing of SEP contributions

   By MarZDoates, February 29, 2008
   • 3 replies
   • 2.7k views
   • 
   • Belgarath
   • April 18, 2008

9. SEP and Traditional IRA

   By Jilliandiz, April 7, 2008
   • 2 replies
   • 2k views
   • 
   • Appleby
   • April 8, 2008

10. Termination of Simple IRA -- How does story end?

    By Guest CMC, December 6, 2007
    • 11 replies
    • 11k views
    • 
    • Guest
    • March 24, 2008

11. SIMPLE plan & ownership change

    By Guest bmurphy61, January 8, 2008
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • March 21, 2008

12. Switching from SIMPLE 401k to regular 401k

    By J Simmons, March 4, 2008
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

13. Existing SEP-IRA to new SEP IRA

    By Guest LifePlanner, February 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 17, 2008

14. SIMPLE IRA and another plan?

    By Guest PMiller, February 25, 2008
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 17, 2008

15. SIMPLE IRA Match

    By commishvp, March 12, 2008
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • March 13, 2008

16. SEP Beneficiaries

    By Guest PGH.ERISA, March 5, 2008
    • 4 replies
    • 2.7k views
    • 
    • Peter Gulia
    • March 6, 2008

17. Amend SIMPLE (k) to traditional (k)

    By MSN, August 7, 2007
    • 3 replies
    • 2.1k views
    • 
    • Kimberly S
    • January 11, 2008

18. Need Help! Employer switching from SARSEP to 401k

    By Guest Mt.High, December 21, 2007
    • 3 replies
    • 5.7k views
    • 
    • Guest
    • December 21, 2007

19. exclusive plan rule

    By Tom Poje, December 10, 2007
    • 8 replies
    • 2.6k views
    • 
    • Tom Poje
    • December 11, 2007

20. SARSEP & Top-heavy

    By SMB, December 6, 2007
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • December 6, 2007

21. Open Enrollment?

    By Guest jeff100, December 3, 2007
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • December 4, 2007

22. SEP Contribution Limit

    By Guest Retirement4Life, November 21, 2007
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 30, 2007

23. SIMPLE IRA Excess Matching Contributions

    By Guest Bob Lees, November 16, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 16, 2007

24. SIMPLE IRA with ER contribution not yet made

    By bzorc, November 13, 2007
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • November 13, 2007

25. SIMPLE IRA notification

    By SMB, November 12, 2007
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • November 12, 2007