SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. SAR SEP ADP Test - Family Aggregation

   By rfahey, January 9, 2003
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • January 13, 2003

2. Rollovers to SEP

   By Guest Thornton, February 22, 1999
   • 1 reply
   • 1.5k views
   • 
   • Kathy
   • February 22, 1999

3. Different eligibility for current vs future SEP participants?

   By masteff, May 17, 2005
   • 6 replies
   • 1.5k views
   • 
   • Bird
   • May 20, 2005

4. SIMPLE IRA Compensation?

   By Dawn Hafner, February 1, 2000
   • 2 replies
   • 1.5k views
   • 
   • Dawn Hafner
   • February 1, 2000

5. Are there any institutions that will accept part of a company's simple

   By Guest jasper, December 21, 1999
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • September 15, 2001

6. Where to find information on SEPs?

   By Guest derek, November 17, 1998
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • November 17, 1998

7. Penalty for early withdrawl

   By Guest CCDB, February 1, 2000
   • 1 reply
   • 1.5k views
   • 
   • Michael Devault
   • February 1, 2000

8. Amendments and notices

   By Guest jaturner, August 22, 2008
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • August 22, 2008

9. More SARSEP questions, especially maintaining a SARSEP and another pla

   By John A, October 20, 2000
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • December 1, 2000

10. RMD

    By SMB, September 2, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • September 3, 2006

11. Can an excess contribution to a SEP/IRA be rolled into a solo 401k?

    By Guest Taxlady1040, March 6, 2014   

    • excess contribution
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 7, 2014

12. SIMPLE IRA & 401k start-up

    By Guest KeithinClev, January 7, 2004
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • January 8, 2004

13. SARSEP ADP Testing failures

    By Guest tcunagin, April 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 25, 2002

14. At What Point is SARSEP 50% Participation Level Measured?

    By Christine Roberts, October 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

15. SARSEP SNAFU

    By Christine Roberts, November 16, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

16. Excess Deferral to SIMPLE

    By Guest Jim Brennan, February 26, 1999
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • March 2, 1999

17. SEP Contribution for accounts not there

    By Guest JBarid, November 28, 2006
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • December 6, 2006

18. SIMPLE IRA Termination

    By mlp0816, November 18, 2019
    • 12 replies
    • 1.5k views
    • 
    • Larry Starr
    • November 24, 2019

19. Simple and DC Plan

    By Jeff Kirtner, October 2, 1999
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 15, 1999

20. Freeze SIMPLE 401k, start regular 401k

    By Guest anne1, December 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • December 13, 2006

21. S-Corp SEP accounts for two shareholders

    By Guest JPrusinows, February 18, 2004
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 18, 2004

22. Integrated SEP - Compensation

    By Guest JD Colville, April 7, 2000
    • 1 reply
    • 1.5k views
    • 
    • Bill Berke
    • April 18, 2000

23. Has operational guidance raised the SEP contribution limits to 25%?

    By Guest Philip Simpkins, January 17, 2002
    • 5 replies
    • 1.5k views
    • 
    • Erik Read
    • February 12, 2002

24. Can a 75 year old self employed individual set up a SIMPLE IRA?

    By katieinny, December 8, 2008
    • 2 replies
    • 1.5k views
    • 
    • katieinny
    • December 8, 2008

25. Terminate Safe Harbor 401(k)/Start SIMPLE

    By MarZDoates, November 1, 2006
    • 4 replies
    • 1.5k views
    • 
    • MarZDoates
    • November 2, 2006