SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Affect of SIMPLE Plan on Earned Income

   By Guest mwgr5, April 7, 2006
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • April 12, 2006

2. Are catch-ups an "elective deferral described in section 402(g)(3)"?

   By Gary Lesser, April 28, 2004
   • 0 replies
   • 1.5k views
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   • Gary Lesser
   • April 28, 2004

3. Amend SIMPLE IRA for eligibility?

   By Guest J Samuelson, March 24, 1999
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • March 25, 1999

4. IRA Contribution deadline- Fiscal year

   By jane123, May 19, 2005
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • May 19, 2005

5. SEP PLans

   By Guest JDGlenn, February 23, 1999
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • February 24, 1999

6. Simple 401(k)

   By PMC, September 10, 2001
   • 2 replies
   • 1.5k views
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   • Gary Lesser
   • September 18, 2001

7. SAR SEP to Roth IRA

   By Guest jerryl3, August 27, 2001
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • August 28, 2001

8. SAR-SEP EE contributions....ER deposit regulations

   By Guest Mike King, March 19, 2002
   • 0 replies
   • 1.5k views
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   • Guest
   • March 19, 2002

9. SEP Contribution Deducted on Tax Return, Never Received by Custodian

   By MarZDoates, September 27, 2005
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • September 27, 2005

10. SIMPLE and Profit Sharing in same year

    By MGOAdmin, August 13, 2015   

    • SIMPLE
    • Profit Sharing
    • 3 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 19, 2015

11. Employer started a Simple IRA in 1999, and has never matched!

    By Guest CDAVIS, January 31, 2001
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 1, 2001

12. SEP contributions

    By Guest terric, February 1, 2005
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • February 11, 2005

13. Rolling profit sharing to a SEP IRA?

    By Guest sugar daddy, August 3, 2011
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • August 4, 2011

14. Contribution Question

    By Archimage, February 15, 2002
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • February 19, 2002

15. Surviving Spouse Benefits under SEPs

    By Scott, December 2, 2002
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • December 3, 2002

16. changing integration level

    By LIBERTYKID, April 4, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • April 5, 2002

17. SEPS & partnerships

    By Felicia, October 29, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 29, 2003

18. Transfer of SEP accounts

    By eilano, February 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • February 23, 2001

19. part of HCE SEP contribution not made

    By Guest mjn, February 8, 2005
    • 2 replies
    • 1.4k views
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    • Guest
    • March 2, 2005

20. SIMPLE & SH 401(k)

    By doombuggy, February 21, 2006
    • 2 replies
    • 1.4k views
    • 
    • doombuggy
    • February 21, 2006

21. SEP and SIMPLE in same year?

    By steve-o, April 6, 2010
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 22, 2010

22. SIMPLE IRA Termination and then Restart ?

    By Francis, October 19, 2010
    • 0 replies
    • 1.4k views
    • 
    • Francis
    • October 19, 2010

23. Simple 401(k) violation of Exclusive Plan Rule

    By Guest J Dennis, December 11, 2002
    • 2 replies
    • 1.4k views
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    • Guest
    • December 12, 2002

24. Termianting a SIMPLE IRA

    By R. Butler, December 23, 2010
    • 3 replies
    • 1.4k views
    • 
    • 12AX7
    • January 26, 2011

25. Excess employer match into SIMPLE IRA

    By Guest Diane DuFresne, March 26, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 27, 2012