SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. SIMPLE IRA definition of Compensation

   By Guest ButchElfers, September 5, 2006
   • 3 replies
   • 3.9k views
   • 
   • Gary Lesser
   • September 6, 2006

2. Deferral of one-time bonus into SIMPLE

   By Guest bmurphy, July 13, 2005
   • 4 replies
   • 3.9k views
   • 
   • Gary Lesser
   • August 10, 2005

3. RETIREMENT PLAN ILLUSTRATION CALCULATOR

   By Gary Lesser, September 18, 2007
   • 4 replies
   • 3.8k views
   • 
   • Gary Lesser
   • November 26, 2008

4. SIMPLE contribution - can it be stopped mid year?

   By Pension Panda, February 24, 2009
   • 1 reply
   • 3.8k views
   • 
   • Gary Lesser
   • February 24, 2009

5. Is amendment to SEP discriminatory?

   By Craig Schiller, March 12, 2013   

   • SEP and ability to amend
   • 15 replies
   • 3.8k views
   • 
   • Belgarath
   • January 2, 2019

6. Terminate a SIMPLE Plan

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

7. Simple IRA and 401(k) in a controlled group

   By Guest fiddler, March 19, 2007
   • 2 replies
   • 3.7k views
   • 
   • J Simmons
   • March 22, 2007

8. Simple IRA terminated participant

   By Guest mmg, January 28, 2003
   • 1 reply
   • 3.6k views
   • 
   • Gary Lesser
   • January 29, 2003

9. Termination of SIMPLE IRA - Required Disclosure

   By Guest pcohen, December 17, 2008
   • 3 replies
   • 3.6k views
   • 
   • jlea
   • December 18, 2008

10. integrated SEP for sole prop

    By Guest Bob Monte, August 31, 2001
    • 22 replies
    • 3.6k views
    • 
    • Gary Lesser
    • March 18, 2002

11. SEP IRA contributions for owner, but not employees?

    By Guest hb95, April 3, 2013
    • 6 replies
    • 3.6k views
    • 
    • Bird
    • April 4, 2013

12. Correction methods for failing to make SEP contributions for employees

    By Guest, April 13, 2001
    • 10 replies
    • 3.6k views
    • 
    • Gary Lesser
    • September 24, 2001

13. Simple Distribution Rules

    By Rai401k, May 29, 2003
    • 2 replies
    • 3.6k views
    • 
    • Appleby
    • May 30, 2003

14. SIMPLE-IRA Match not made

    By Guest Tbrown, November 24, 2009
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • November 28, 2009

15. Multiple businesses

    By SMB, March 31, 2009
    • 3 replies
    • 3.5k views
    • 
    • J Simmons
    • April 4, 2009

16. SIMPLE IRA SET UP

    By Guest Gary S, January 9, 2007
    • 15 replies
    • 3.5k views
    • 
    • Gary Lesser
    • January 19, 2007

17. SARSEP - effect of unsigned original adoption agreement

    By Guest blaum8, March 21, 2003
    • 13 replies
    • 3.5k views
    • 
    • Gary Lesser
    • April 10, 2003

18. How to correct overfunding of SEP-IRA by company for 1998

    By Dave Baker, May 7, 1999
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • May 8, 1999

19. Excess contributions to SEP

    By Guest ple-rj, February 25, 2008
    • 5 replies
    • 3.4k views
    • 
    • Gary Lesser
    • November 5, 2008

20. SARSEP to 401K SH Foul up...Help!

    By Guest tomhard, May 5, 2011
    • 8 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • May 7, 2011

21. SARSEP Maximum Elective with Employer Contribution

    By Guest Roger K., February 28, 2006
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • March 8, 2006

22. Simple IRA for a church

    By M Norton, September 25, 2009
    • 3 replies
    • 3.4k views
    • 
    • M Norton
    • October 6, 2009

23. SEP-IRA account title

    By B21, October 11, 2012
    • 1 reply
    • 3.4k views
    • 
    • Gary Lesser
    • October 11, 2012

24. SEP

    By Guest lskin, April 12, 2006
    • 21 replies
    • 3.4k views
    • 
    • Bird
    • June 8, 2006

25. RMD Calculation

    By rfahey, January 15, 2013
    • 21 replies
    • 3.3k views
    • 
    • Gary Lesser
    • January 31, 2013