SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

1. FYI: New Proposed SIMPLE Amendments

   By Guest peterpeter, January 16, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • January 16, 1999

2. SEP after acquisition

   By Guest Jeff Belfiglio, December 8, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • December 8, 1999

3. SEP / SH401k New Comp in same year

   By Guest Suanne, December 20, 2006
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • January 19, 2007

4. Just clarifying....

   By bzorc, February 26, 2001
   • 3 replies
   • 1.5k views
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   • Michael Devault
   • March 5, 2001

5. 5305 and 403(b)

   By Guest Inhouse ERISA, November 16, 2009
   • 2 replies
   • 1.5k views
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   • Guest
   • December 11, 2009

6. Sar-Sep funds

   By Guest John Atkinson, September 26, 2001
   • 1 reply
   • 1.5k views
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   • Michael Devault
   • September 27, 2001

7. SIMPLE IRA Distribution ?

   By Guest EAS, April 26, 2005
   • 4 replies
   • 1.5k views
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   • Gary Lesser
   • May 5, 2005

8. 15% limit

   By nancy, January 25, 2002
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • February 4, 2002

9. Terminating SEP/SARSEP

   By Guest ak, October 8, 1999
   • 1 reply
   • 1.5k views
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   • Kathy
   • October 10, 1999

10. Roth IRA rollable to Qualified Plan ?

    By JAY21, October 12, 2005
    • 1 reply
    • 1.5k views
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    • Alf
    • October 13, 2005

11. SARSEP and Profit Sharing Plan

    By FJR, January 9, 2003
    • 4 replies
    • 1.4k views
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    • Guest
    • February 4, 2003

12. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.4k views
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    • Belgarath
    • September 13, 2001

13. CPA with a SEP and SIMPLE Plan

    By Guest Don J. Smith, July 12, 2000
    • 5 replies
    • 1.4k views
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    • Gary Lesser
    • August 29, 2000

14. How does a plan sponsor transfer a SARSEP to to a new mutual fund comp

    By Guest, July 17, 2000
    • 1 reply
    • 1.4k views
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    • Gary Lesser
    • August 29, 2000

15. SEP - Switching Custodians

    By MjInvestments, November 14, 2017
    • 2 replies
    • 1.4k views
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    • spiritrider
    • November 15, 2017

16. SIMPLE Employer match

    By Guest nicola, November 27, 2006
    • 1 reply
    • 1.4k views
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    • WDIK
    • November 27, 2006

17. SEP Rollovers under EGTRRA

    By davef, July 3, 2001
    • 1 reply
    • 1.4k views
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    • Appleby
    • July 3, 2001

18. any loopholes to the "SIMPLE plan is the only plan" rule?

    By MR, April 23, 2002
    • 4 replies
    • 1.4k views
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    • Appleby
    • April 28, 2002

19. Definition of Compensation for match

    By bdeancpa, January 17, 2002
    • 1 reply
    • 1.4k views
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    • Gary Lesser
    • February 7, 2002

20. Spliting simple IRA contributions

    By Guest jasper, December 21, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • January 12, 2000

21. Unaware of holding period, rolled, custodian did not withhold 25% pena

    By Guest Kuryan Thomas, November 15, 2000
    • 1 reply
    • 1.4k views
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    • Gary Lesser
    • December 1, 2000

22. Improper SIMPLE contributions

    By Guest YATPA, May 3, 2005
    • 1 reply
    • 1.4k views
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    • Gary Lesser
    • May 5, 2005

23. Qualified plan established during year when SIMPLE IRA contributions a

    By Guest FredReilly, May 3, 2000
    • 2 replies
    • 1.4k views
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    • Gary Lesser
    • May 17, 2000

24. SEP eligibility????

    By Guest TaxBill, March 13, 2002
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • March 13, 2002

25. 5305 SEP and Prior Service

    By Guest PenProf, April 19, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • April 19, 1999