SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. Definition of Compensation for match

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

2. 15% limit

   By nancy, January 25, 2002
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • February 4, 2002

3. SEP Contribution after termination of SEP

   By Guest Taxman, October 22, 2001
   • 9 replies
   • 2.4k views
   • 
   • Guest
   • February 2, 2002

4. When does an employee become eligible in a SEP

   By Guest gjccpa, January 18, 2002
   • 1 reply
   • 1.5k views
   • 
   • Appleby
   • January 19, 2002

5. What does the word "maintain" really mean, rergarding a SIM

   By Moe Howard, January 10, 2002
   • 1 reply
   • 1.6k views
   • 
   • Gary Lesser
   • January 11, 2002

6. SEP-IRA, 401(k) and co-employment

   By Guest WESKI4, January 10, 2002
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • January 11, 2002

7. Converting a SIMPLE to a Safe Harbor 401(k) Plan

   By Guest Joe Vasko, January 5, 2002
   • 3 replies
   • 1.9k views
   • 
   • Gary Lesser
   • January 11, 2002

8. Converting or Amending Profit Sharing into SIMPLE

   By Guest lavander30, January 3, 2002
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • January 10, 2002

9. Oh no! Some more SIMPLE-401(k) questions

   By Moe Howard, January 4, 2002
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • January 10, 2002

10. SIMPLE IRA and EGTRRA changes for 2002

    By Guest Bill U., January 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 10, 2002

11. SEP IRA Plan

    By Guest Darcy L. Hitesman, January 8, 2002
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • January 8, 2002

12. Removal of excess contributions with negative earnings

    By Guest bmurphy, December 27, 2001
    • 4 replies
    • 3.2k views
    • 
    • Gary Lesser
    • January 8, 2002

13. Rollover to SEP from Traditional IRA

    By bzorc, January 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 3, 2002

14. Sarsep

    By Guest cypress, December 14, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • January 3, 2002

15. SAR-SEP fails 50% participation test

    By Earl, February 14, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • January 3, 2002

16. Multiple Plans Coordination in General

    By Guest SteveHample, January 3, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2002

17. Simple IRA

    By Guest DICK@FBA, December 31, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • January 3, 2002

18. W-2 Box 13

    By Guest Dion, January 2, 2002
    • 5 replies
    • 4.4k views
    • 
    • Appleby
    • January 3, 2002

19. Are Simple 401(k) Plans subject to 410(b)?

    By Guest Joe Vasko, December 21, 2001
    • 5 replies
    • 2.2k views
    • 
    • Belgarath
    • December 27, 2001

20. Annual Reporting Requirements?

    By Guest Boilerburm, December 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 2001

21. Simple Ira Overcontributions

    By Felicia, December 12, 2001
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • December 18, 2001

22. Simple Ira

    By Guest Bill U., December 14, 2001
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • December 18, 2001

23. Simple-IRA for new sole propritor.

    By Moe Howard, November 29, 2001
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • December 18, 2001

24. SIMPLE IRA Plan. Unsure if controlled group poses a problem

    By Guest Dennis Hennessy, December 11, 2001
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 13, 2001

25. Switch from 403(b) to SEP?

    By Guest Marty M, December 5, 2001
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • December 6, 2001