SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Simple IRA Eligibility/Discrimination

   By Guest CM Klein, September 20, 2001
   • 1 reply
   • 1.8k views
   • 
   • Gary Lesser
   • September 20, 2001

2. Simple IRA

   By Guest CM Klein, September 20, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 20, 2001

3. SEP IRAs and defined benefit plans

   By Guest jbc@edj, September 14, 2001
   • 8 replies
   • 2k views
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   • Appleby
   • September 18, 2001

4. Simple 401(k)

   By PMC, September 10, 2001
   • 2 replies
   • 1.5k views
   • 
   • Gary Lesser
   • September 18, 2001

5. Are there any institutions that will accept part of a company's simple

   By Guest jasper, December 21, 1999
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • September 15, 2001

6. Simple IRA and Traditional IRA Contribution

   By Guest szaidman, September 13, 2001
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • September 13, 2001

7. Retirement Plan Options for Small Businesses

   By Guest Bobclp, September 4, 2001
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • September 4, 2001

8. Prior Year Sep Contributions

   By Guest dmrrtr, August 30, 2001
   • 1 reply
   • 2k views
   • 
   • Appleby
   • September 4, 2001

9. Reporting-Desingated Fianancial Institution

   By Felicia, August 30, 2001
   • 0 replies
   • 1.3k views
   • 
   • Felicia
   • August 30, 2001

10. 402(h) NOT CHANGED BY EGTRRA

    By Gary Lesser, August 28, 2001
    • 0 replies
    • 1.7k views
    • 
    • Gary Lesser
    • August 28, 2001

11. SAR SEP to Roth IRA

    By Guest jerryl3, August 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • August 28, 2001

12. Simple and SEP?

    By Guest PeveArwen, August 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • August 27, 2001

13. 2 SEP plans for same company

    By Guest Scott Johnson, August 23, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • August 24, 2001

14. SEP Limits for 2002

    By Guest jhannifan, August 8, 2001
    • 6 replies
    • 1.6k views
    • 
    • Gary Lesser
    • August 24, 2001

15. SIMPLE portability

    By Guest Carole Nelsen, August 23, 2001
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • August 23, 2001

16. adopting a SIMPLE-IRA

    By Guest Mike Kimball, August 10, 2001
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • August 10, 2001

17. SEP vs Profit Sharing

    By Guest JimJ, July 31, 2001
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • August 8, 2001

18. SIMPLE Employer contribution limit

    By Guest Taxwoman, June 29, 2001
    • 13 replies
    • 2.5k views
    • 
    • Gary Lesser
    • July 26, 2001

19. Is a Simple IRA plan considered a successor plan

    By Guest Pully, January 27, 1999
    • 9 replies
    • 2.7k views
    • 
    • Gary Lesser
    • July 26, 2001

20. Moving SARSEP funds to another investment type

    By Guest Janice Pratt, April 20, 2001
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 26, 2001

21. IRC 402(h) Exclusion Limit under EGTRRA

    By Gary Lesser, July 26, 2001
    • 0 replies
    • 2.3k views
    • 
    • Gary Lesser
    • July 26, 2001

22. SIMPLE IRA Contributions

    By Guest RPSS, June 6, 2001
    • 4 replies
    • 2k views
    • 
    • Gary Lesser
    • July 26, 2001

23. SAR SEP Distribution

    By Guest UnionTR, July 18, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • July 26, 2001

24. SEP Rollovers under EGTRRA

    By davef, July 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • July 3, 2001

25. SEP IRA's

    By Guest American Pension Consulta, June 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • June 20, 2001