SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

1. Simple match in short year

   By Guest Christie Banks, February 6, 2003
   • 2 replies
   • 992 views
   • 
   • Gary Lesser
   • February 24, 2003

2. Sep At Multiple Brikerage Accounts

   By Guest ban1957, February 15, 2003
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • February 18, 2003

3. SEP conversion

   By wsp, February 7, 2003
   • 7 replies
   • 1.4k views
   • 
   • Guest
   • February 14, 2003

4. SIMPLE IRA - Maximum Age

   By Guest wjr, February 3, 2003
   • 1 reply
   • 964 views
   • 
   • Gary Lesser
   • February 7, 2003

5. SEP - SIMPLE re family ownership

   By Guest LTurner, January 31, 2003
   • 1 reply
   • 878 views
   • 
   • Guest
   • February 4, 2003

6. SARSEP and Profit Sharing Plan

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

7. Affiliated service group in this situation?

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

8. Simple IRA terminated participant

   By Guest mmg, January 28, 2003
   • 1 reply
   • 3.8k views
   • 
   • Gary Lesser
   • January 29, 2003

9. Stupid SEP funding question

   By MarZDoates, January 24, 2003
   • 3 replies
   • 1.3k views
   • 
   • Gary Lesser
   • January 24, 2003

10. Sep & Simple, Same Ownership -- Excesses

    By Guest LTurner, January 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 23, 2003

11. SARSEP limits

    By betheeg, January 15, 2003
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • January 23, 2003

12. SIMPLE IRA prototype - can we use documents while waiting for IRS fili

    By Guest amfam2, January 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 23, 2003

13. SIMPLE to 401k

    By Guest Bob Monte, January 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • January 14, 2003

14. SEP % limit

    By Guest kdm, January 6, 2003
    • 3 replies
    • 1.1k views
    • 
    • Gary Lesser
    • January 14, 2003

15. Undo SIMPLE IRA Contributions

    By Guest Noidy, January 8, 2003
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 13, 2003

16. SEP-IRA and non integrated 401(K) together

    By Guest firstq, January 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 13, 2003

17. SAR SEP ADP Test - Family Aggregation

    By rfahey, January 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 13, 2003

18. Terminating a SIMPLE.

    By Guest Thornton, January 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • January 13, 2003

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

    By Moe Howard, January 3, 2003
    • 8 replies
    • 1.7k views
    • 
    • mbozek
    • January 6, 2003

20. 401(k) Rollover to SIMPLE IRA

    By Guest Bob Lees, December 26, 2002
    • 5 replies
    • 10.7k views
    • 
    • Gary Lesser
    • January 2, 2003

21. Simple Ira

    By Guest LTurner, December 30, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 2, 2003

22. SIMPLE IRA Plan for 2002, adopted in late December?

    By Guest tracyzimmer, December 30, 2002
    • 4 replies
    • 1.5k views
    • 
    • Gary Lesser
    • January 2, 2003

23. Excess Employer Contributions to SIMPLE IRA

    By MarZDoates, December 31, 2002
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • January 2, 2003

24. Sarsep Rollover To Qualified Plan

    By Guest SCUDDESLER, December 12, 2002
    • 5 replies
    • 5.6k views
    • 
    • Gary Lesser
    • December 27, 2002

25. SEP & Qualified Plan Contribution

    By dmb, December 26, 2002
    • 1 reply
    • 964 views
    • 
    • mbozek
    • December 27, 2002