SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. Deferrals of Partners and Sole Proprietors

   By Guest Thornton, April 10, 2008
   • 4 replies
   • 2.6k views
   • 
   • Gary Lesser
   • May 9, 2008

2. Affiliated Service Group w/ SEP & 401K

   By ERISA13, January 5, 2012
   • 2 replies
   • 2.6k views
   • 
   • ERISA13
   • January 11, 2012

3. Rollover from SEP to 401(a) Plan?

   By jkharvey, October 12, 2000
   • 6 replies
   • 2.6k views
   • 
   • Gary Lesser
   • October 31, 2002

4. SAR-SEP IRA Rollovers

   By Guest Lori M, October 14, 1998
   • 1 reply
   • 2.6k views
   • 
   • Guest
   • October 14, 1998

5. Correcting a SEP with Excess Contributions

   By Guest bpsep, August 12, 2011
   • 4 replies
   • 2.6k views
   • 
   • Guest
   • August 13, 2011

6. Converting a C-corp to a S-corp when stock held by an IRA.

   By Guest, February 27, 2001
   • 5 replies
   • 2.6k views
   • 
   • Bill Berke
   • March 9, 2001

7. SEP Prototype Provision

   By Gary Lesser, January 23, 2007
   • 6 replies
   • 2.6k views
   • 
   • Gary Lesser
   • October 18, 2007

8. SEP vs. 401k

   By Guest avascoe@hmvcpa.com, September 21, 2007
   • 1 reply
   • 2.6k views
   • 
   • Bird
   • September 22, 2007

9. Do affiliated service groups rules of 414(m) apply to a corporate dire

   By preErisa, November 20, 2000
   • 4 replies
   • 2.5k views
   • 
   • Gary Lesser
   • May 17, 2005

10. Relationship of contribution limits between SEP-IRA and SARSEP

    By Guest smrosenberry, December 26, 2010
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 28, 2010

11. Contributing a bonus to a SIMPLE IRA

    By katieinny, February 2, 2007
    • 0 replies
    • 2.5k views
    • 
    • katieinny
    • February 2, 2007

12. Recharacterize Traditional IRA to SEP IRA

    By rfahey, April 25, 2008
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • May 11, 2008

13. Timing of SEP contributions

    By MarZDoates, February 29, 2008
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • April 18, 2008

14. SEP Beneficiaries

    By Guest PGH.ERISA, March 5, 2008
    • 4 replies
    • 2.5k views
    • 
    • Peter Gulia
    • March 6, 2008

15. SIMPLE IRA Plans and the merger exception - can the employees of the S

    By Guest LBBarr, September 13, 2000
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • September 16, 2000

16. Employee never got into SIMPLE - consequences

    By rfahey, July 24, 2007
    • 7 replies
    • 2.5k views
    • 
    • Gary Lesser
    • July 27, 2007

17. is there an age limit for SEP contributions

    By k man, March 21, 2006
    • 3 replies
    • 2.5k views
    • 
    • Appleby
    • April 2, 2006

18. Direct rollover or direct transfer?

    By Guest Carl C, September 22, 2000
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • October 4, 2000

19. SEP to 401k

    By Guest LSULLIVAN, March 10, 2006
    • 6 replies
    • 2.5k views
    • 
    • Appleby
    • March 18, 2006

20. SIMPLE IRA for sole proprietor

    By Guest TrustMe401k, October 28, 1999
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • November 5, 1999

21. Company with SIMPLE IRA bought by Company with 401k

    By coleboy, May 16, 2018
    • 7 replies
    • 2.5k views
    • 
    • coleboy
    • May 24, 2018

22. SEP contribution after S Corp has filed tax return

    By waid10, March 26, 2004
    • 3 replies
    • 2.5k views
    • 
    • Appleby
    • April 23, 2004

23. Exclusive Plan Rule

    By Guest Pat Metallic, May 27, 2008
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • July 7, 2008

24. SIMPLE Employer contribution limit

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

25. SEP Tax Deduction Available to Offset Rollover IRA

    By Guest tess, December 8, 2005
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • December 15, 2005