SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Adoption of 401k with SIMPLE

   By Earl, May 28, 2014
   • 3 replies
   • 1k views
   • 
   • Earl
   • May 28, 2014

2. Adoption of Cross-Tested Plan after SIMPLE is Frozen

   By Guest EMM118, September 25, 2006
   • 4 replies
   • 1.9k views
   • 
   • Gary Lesser
   • October 10, 2006

3. Adoption of SIMPLE IRA for a sole prop. - Do you think the Oct. 1 dead

   By AndyT, April 12, 2001
   • 0 replies
   • 1.3k views
   • 
   • AndyT
   • April 12, 2001

4. ADP test for SARSEP

   By FJR, August 17, 2004
   • 2 replies
   • 2.6k views
   • 
   • Bird
   • August 18, 2004

5. Affect of SIMPLE Plan on Earned Income

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

6. Affiliated service group in this situation?

   By Guest LTurner, January 31, 2003
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • January 31, 2003

7. Affiliated Service Group leased employee coverage

   By Guest Katharine Jungkind, March 4, 2005
   • 2 replies
   • 1.4k views
   • 
   • GBurns
   • March 8, 2005

8. Affiliated Service Group w/ SEP & 401K

   By ERISA13, January 5, 2012
   • 2 replies
   • 2.6k views
   • 
   • ERISA13
   • January 11, 2012

9. After Tax $ in a SIMPLE IRA

   By Guest revier, September 22, 2004
   • 2 replies
   • 1.2k views
   • 
   • Demosthenes
   • September 22, 2004

10. age 70 1/2 RMDs

    By pmacduff, August 17, 2005
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • August 17, 2005

11. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy, December 3, 2003
    • 2 replies
    • 1k views
    • 
    • Gary Lesser
    • December 6, 2003

12. AGGREGATION--SIMPLE & TRADITIONAL 401(K)s

    By Guest JROSSITTER, February 22, 2000
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • May 17, 2000

13. Allocation limits

    By rcline46, January 5, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 6, 2010

14. allowable sep contribution if participating in another plan

    By Guest Elizabeth Gaskins, March 26, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 29, 2002

15. Allowable Start Date for SIMPLE IRA Plan

    By Guest SPollock, November 4, 1999
    • 4 replies
    • 1.4k views
    • 
    • Gary Lesser
    • November 24, 1999

16. Alternative re second spouse and changing beneficiary designation

    By chris, September 4, 2002
    • 6 replies
    • 1.2k views
    • 
    • chris
    • September 4, 2002

17. Amend SEP to Allow 401K for 2017

    By annola, December 17, 2017
    • 1 reply
    • 444 views
    • 
    • Luke Bailey
    • December 19, 2017

18. Amend Service Requirement

    By MarZDoates, December 20, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • December 26, 2002

19. Amend SIMPLE (k) to traditional (k)

    By MSN, August 7, 2007
    • 3 replies
    • 2.1k views
    • 
    • Kimberly S
    • January 11, 2008

20. Amend SIMPLE IRA for eligibility?

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

21. Amended 1040 - Excess contibutions?

    By Guest JohnW, May 16, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 17, 2005

22. Amending a SARSEP

    By Guest Michael Spaid, June 24, 1999
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • July 10, 1999

23. amending a SEP

    By Guest NancyF, March 30, 2007
    • 3 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 20, 2007

24. Amending SEP Eligiblity

    By MarZDoates, January 30, 2006
    • 3 replies
    • 2.3k views
    • 
    • Gary Lesser
    • February 9, 2006

25. Amending SEP or SIMPLE Plans

    By rfahey, February 23, 2007
    • 1 reply
    • 2.1k views
    • 
    • Gary Lesser
    • March 3, 2007