SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

1. Missing 30 day window for contributions

   By bzorc, February 25, 2004
   • 5 replies
   • 1.1k views
   • 
   • Appleby
   • February 26, 2004

2. Timing of partner's elective deferral in SIMPLE IRA

   By MarZDoates, February 24, 2004
   • 2 replies
   • 2.6k views
   • 
   • Gary Lesser
   • February 25, 2004

3. Rollover into Simple IRAs

   By pbarrett, February 23, 2004
   • 1 reply
   • 1.9k views
   • 
   • Appleby
   • February 23, 2004

4. SEP and the 7.5% Gateway

   By Gary Lesser, February 5, 2004
   • 1 reply
   • 1k views
   • 
   • Gary Lesser
   • February 18, 2004

5. A Dumb simple IRA ?

   By Guest ?pensionguy, February 3, 2004
   • 1 reply
   • 925 views
   • 
   • Gary Lesser
   • February 18, 2004

6. S-Corp SEP accounts for two shareholders

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

7. Is this a prohibited transaction?

   By Guest amfam2, February 13, 2004
   • 1 reply
   • 907 views
   • 
   • Gary Lesser
   • February 18, 2004

8. SIMPLE IRA CONTRIBUTIONS

   By Felicia, February 17, 2004
   • 1 reply
   • 945 views
   • 
   • Gary Lesser
   • February 17, 2004

9. Simple IRA - How should plan sponsor correcti past years contributions errors and reconcile with participants?

   By Guest kime, February 17, 2004
   • 1 reply
   • 881 views
   • 
   • Gary Lesser
   • February 17, 2004

10. Single K - for S Corp - Dividend income VS salary

    By Guest anne3583, February 12, 2004
    • 4 replies
    • 1.2k views
    • 
    • Gary Lesser
    • February 17, 2004

11. SEP Dual Eligibility?

    By Guest Prof, January 28, 2004
    • 2 replies
    • 980 views
    • 
    • Gary Lesser
    • January 31, 2004

12. exclusions from SIMPLE-IRA eligibility

    By Guest bmurphy, January 23, 2004
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • January 24, 2004

13. Can s-corp partners in an LLC have their own SEP's

    By Guest marievelem, January 21, 2004
    • 5 replies
    • 2.3k views
    • 
    • QDROphile
    • January 23, 2004

14. rollover from sar-sep to 401K

    By Guest LSULLIVAN, January 23, 2004
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 23, 2004

15. Errant SEP contribution

    By Guest pmetallic, January 20, 2004
    • 1 reply
    • 950 views
    • 
    • Gary Lesser
    • January 23, 2004

16. simple 401k eligibility

    By Guest nipa, January 22, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 23, 2004

17. SEP coverage for disabled employee?

    By katieinny, January 21, 2004
    • 1 reply
    • 934 views
    • 
    • Gary Lesser
    • January 23, 2004

18. 25% Penalty

    By Guest KeithinClev, January 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • January 21, 2004

19. Termination of SARSEP plan to install 401(k) plan

    By Guest rgben1, January 14, 2004
    • 2 replies
    • 1k views
    • 
    • Appleby
    • January 18, 2004

20. Simple document requirements

    By Lori Foresz, January 14, 2004
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • January 18, 2004

21. When is contribution deemed made - date on check or date sent to fina inst?

    By Guest amfam2, January 12, 2004
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • January 16, 2004

22. Basis in Traditional/SIMPLE IRAs?

    By Guest Bubby, December 1, 2003
    • 9 replies
    • 3k views
    • 
    • jevd
    • January 16, 2004

23. Simple

    By Guest boston431, January 14, 2004
    • 1 reply
    • 929 views
    • 
    • Gary Lesser
    • January 16, 2004

24. Pre-funding a SEP IRA

    By Guest gregens, December 22, 2003
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • January 12, 2004

25. change in corporate structure and SEPs

    By eilano, January 8, 2004
    • 1 reply
    • 1k views
    • 
    • mbozek
    • January 9, 2004