SEP, SARSEP and SIMPLE Plans

1,512 topics in this forum

1. SEP Excess Amount

   By Guest jrob, January 5, 2011
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • January 26, 2011

2. Simple 401k Plan, Roth Contributions

   By Guest sviola, May 18, 2011
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • July 14, 2011

3. Simple Ira

   By Guest ASmith, May 14, 2002
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • May 30, 2002

4. SEP IRA coverage

   By Lori Foresz, September 11, 2003
   • 1 reply
   • 865 views
   • 
   • Appleby
   • September 11, 2003

5. SIMPLE IRA Deductiblity Issues

   By dmb, December 22, 2003
   • 1 reply
   • 1k views
   • 
   • Appleby
   • December 22, 2003

6. Adopting SEP, but had terminated DB plan

   By Guest Gregory, August 5, 2004
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • August 5, 2004

7. Termination of SARSEP

   By Lori Foresz, August 27, 2004
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • August 27, 2004

8. SAR-SEP EE contributions....ER deposit regulations

   By Guest Mike King, March 19, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • March 19, 2002

9. SIMPLE 401(k) and successor plan issue?

   By Guest rarnedt, March 2, 2009
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 2, 2009

10. Simple IRA for 2 Companies

    By Guest RJF, April 6, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 6, 2006

11. SIMPLE IRA

    By martha, February 23, 2016   

    • Employer contributed more tha
    • 0 replies
    • 586 views
    • 
    • martha
    • February 23, 2016

12. 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
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    • AndyT
    • April 12, 2001

13. Terminations

    By Guest NJ-Center of the Universe, April 15, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 15, 2009

14. SEP/SIMPLE after Termination of 401(k)

    By Gary Lesser, December 26, 1998
    • 0 replies
    • 1.4k views
    • 
    • Gary Lesser
    • December 26, 1998

15. FYI: New Proposed SIMPLE Amendments

    By Guest peterpeter, January 16, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 16, 1999

16. SEP Schedule C and 401k W-2 income?

    By Guest Moira, March 3, 2009
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 3, 2009

17. Revised Model Forms

    By Guest wjr, December 20, 2002
    • 0 replies
    • 926 views
    • 
    • Guest
    • December 20, 2002

18. Model SEP and Qualified 401(k) in Same Year

    By Guest DGM, December 16, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 16, 2004

19. Safe Harbor to Simple

    By Guest mparker2028, October 10, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 10, 2006

20. SIMPLE IRAs/401(k)s

    By Guest sherryc, August 28, 2002
    • 0 replies
    • 862 views
    • 
    • Guest
    • August 28, 2002

21. QP-SEP ILLUSTRATOR UPDATE

    By Gary Lesser, November 15, 2003
    • 0 replies
    • 873 views
    • 
    • Gary Lesser
    • November 15, 2003

22. Multiple ownership - multiple plan types

    By Guest LSULLIVAN, August 12, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 12, 2009

23. Simple IRAs/401(k)s

    By Guest sherryc, August 28, 2002
    • 0 replies
    • 974 views
    • 
    • Guest
    • August 28, 2002

24. Late deposit of SIMPLE IRA deferrals - exclusive plan rule

    By MarZDoates, May 30, 2019
    • 0 replies
    • 448 views
    • 
    • MarZDoates
    • May 30, 2019

25. Reporting and reversal of excess SEP contribution.

    By Guest Bette N, February 13, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 13, 2001