SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. What is necessary to terminate a SEP?

   By Richard Anderson, February 1, 2001
   • 9 replies
   • 4.8k views
   • 
   • Dave Baker
   • February 22, 2001

2. SEP Contribution after termination of SEP

   By Guest Taxman, October 22, 2001
   • 9 replies
   • 2.4k views
   • 
   • Guest
   • February 2, 2002

3. SIMPLE IRA: sole proprietor: return of contributions

   By Felicia, February 12, 2003
   • 9 replies
   • 2k views
   • 
   • Gary Lesser
   • March 4, 2003

4. Employer can't have a MPPP and a SEP ??

   By Moe Howard, August 8, 2003
   • 9 replies
   • 1.7k views
   • 
   • Gary Lesser
   • August 13, 2003

5. IRAs and Escheatment Fees

   By Guest LeslieMM, November 3, 2003
   • 9 replies
   • 6.3k views
   • 
   • Gary Lesser
   • November 8, 2003

6. Basis in Traditional/SIMPLE IRAs?

   By Guest Bubby, December 1, 2003
   • 9 replies
   • 2.9k views
   • 
   • jevd
   • January 16, 2004

7. can a SEP exclude certain employees and when should benefits begin for new employees?

   By Lori H, March 17, 2005
   • 9 replies
   • 4.7k views
   • 
   • Appleby
   • April 6, 2005

8. Deadline for Salary Deferral Contributions

   By Appleby, May 17, 2006
   • 9 replies
   • 5.1k views
   • 
   • Gary Lesser
   • June 1, 2006

9. New SIMPLE plan effective July 1 2007

   By rfahey, January 2, 2007
   • 9 replies
   • 2.2k views
   • 
   • Belgarath
   • January 19, 2007

10. Simple IRA to simple 401K - same year

    By Guest pnj789, September 28, 2007
    • 9 replies
    • 2.6k views
    • 
    • Bird
    • October 2, 2007

11. Establishing a SEP after death

    By katieinny, July 15, 2008
    • 9 replies
    • 6k views
    • 
    • Appleby
    • July 21, 2008

12. Reclassify Trad. IRA to SEP IRA?

    By Guest tar0930, February 20, 2009
    • 9 replies
    • 2.9k views
    • 
    • jevd
    • March 2, 2009

13. Is Gift for Establishing Rollover IRA or Roth IRA a PT?

    By Gary Lesser, March 29, 2011
    • 9 replies
    • 2.9k views
    • 
    • jpod
    • January 20, 2012

14. SEP IRA Excess Contributions

    By Guest bill280, November 21, 2014   

    • SEP IRA
    • Tax Problems
    • 9 replies
    • 2.4k views
    • 
    • Bird
    • December 2, 2014

15. Less restrictive guidance on a SEP IRA

    By senorsassy, May 10, 2017   

    • sep ira
    • less restrictive sep ira
    • (and 1 more)

      Tagged with:

      • sep ira
      • less restrictive sep ira
      • 408k restriction
    • 9 replies
    • 879 views
    • 
    • spiritrider
    • May 13, 2017

16. Engineering SARSEP Plan

    By ERISA-Bubs, February 1, 2018
    • 9 replies
    • 1.3k views
    • 
    • Suzanne85
    • July 9, 2021

17. Client with SIMPLE IRA wants to start a 401(k) Plan

    By RatherBeGolfing, October 30, 2018
    • 9 replies
    • 2k views
    • 
    • Sully
    • November 2, 2018

18. Where to find a non-model SEP that allows company to also sponsor a mo

    By Guest Nancy Hovanes, November 19, 1999
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • December 22, 1999

19. Partner Compensation

    By Guest derek, December 8, 1998
    • 8 replies
    • 2.8k views
    • 
    • Gary Lesser
    • December 19, 1998

20. simple ira rollover

    By Guest Wineman, December 14, 1998
    • 8 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 17, 1998

21. Terminate a SIMPLE Plan

    By Guest MELODY LOVE, February 21, 2001
    • 8 replies
    • 3.7k views
    • 
    • Gary Lesser
    • August 2, 2002

22. SEP IRAs and defined benefit plans

    By Guest jbc@edj, September 14, 2001
    • 8 replies
    • 2k views
    • 
    • Appleby
    • September 18, 2001

23. Simple IRA, 401(k) and Leased Employees

    By Guest mbaca, September 25, 2002
    • 8 replies
    • 2.3k views
    • 
    • rcline46
    • September 26, 2002

24. Help Gary! Excess SEP Contribution

    By Guest Taxman, October 7, 2002
    • 8 replies
    • 2k views
    • 
    • Gary Lesser
    • October 11, 2002

25. SIMPLE plan: When does employer have to match ?

    By Moe Howard, January 3, 2003
    • 8 replies
    • 1.6k views
    • 
    • mbozek
    • January 6, 2003