SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. SIMPLE Employer contribution limit

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

2. SIMPLE IRA - Yr end true up

   By Guest Elfman, October 25, 2005
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • October 26, 2005

3. exclusive plan rule

   By Tom Poje, December 10, 2007
   • 8 replies
   • 2.5k views
   • 
   • Tom Poje
   • December 11, 2007

4. Successor Employer

   By cdavis25, January 7, 2014
   • 1 reply
   • 2.4k views
   • 
   • Gary Lesser
   • January 23, 2014

5. Can existing grandfathered SARSEP Plan be moved to a new custodian?

   By Guest Andy C, November 19, 2001
   • 3 replies
   • 2.4k views
   • 
   • Appleby
   • November 20, 2001

6. SIMPLE IRA Controlled group

   By Guest nlmc18, April 26, 2004
   • 6 replies
   • 2.4k views
   • 
   • Belgarath
   • December 14, 2004

7. SEP IRA Excess Contributions

   By Guest bill280, November 21, 2014   

   • SEP IRA
   • Tax Problems
   • 9 replies
   • 2.4k views
   • 
   • Bird
   • December 2, 2014

8. Deducting FICA before making SIMPLE IRA contribution for self-employed

   By Guest WFMinter, December 13, 1999
   • 3 replies
   • 2.4k views
   • 
   • Gary Lesser
   • August 29, 2000

9. SIMPLE IRA - amending the plan to change eligibility requirements

   By taxllm, June 18, 2014
   • 2 replies
   • 2.4k views
   • 
   • taxllm
   • June 19, 2014

10. Obtain IRS ruling on individually designed SEP?

    By jstorch, March 14, 2005
    • 11 replies
    • 2.4k views
    • 
    • Gary Lesser
    • March 23, 2005

11. SEP refunds

    By Lori H, June 18, 2007
    • 6 replies
    • 2.4k views
    • 
    • J Simmons
    • June 19, 2007

12. Partial Discontinuance of a Prototype SIMPLE IRA

    By Guest jg062098, June 3, 2004
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • June 16, 2004

13. 401(a)(17) comp limit as it applies to SIMPLE IRA's

    By Beltane, October 25, 2006
    • 1 reply
    • 2.4k views
    • 
    • Appleby
    • October 25, 2006

14. What IRS or ERISA penalties for failure to deposit SEP withholdings

    By Moe Howard, October 13, 2001
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • October 16, 2001

15. amending a SEP

    By Guest NancyF, March 30, 2007
    • 3 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 20, 2007

16. SEP vs Profit Sharing

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

17. Timing of partner's elective deferral in SIMPLE IRA

    By MarZDoates, February 24, 2004
    • 2 replies
    • 2.4k views
    • 
    • Gary Lesser
    • February 25, 2004

18. SEP IRA Early Withdrawl For Health Reasons

    By Guest clarkfraser, May 9, 2006
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • May 12, 2006

19. Withdraw a SEP contribution

    By Earl, August 19, 2011
    • 10 replies
    • 2.4k views
    • 
    • Gary Lesser
    • August 23, 2011

20. Client maintains both SIMPLE IRA and ESOP

    By nancy, January 9, 2001
    • 1 reply
    • 2.4k views
    • 
    • Bill Berke
    • January 9, 2001

21. SIMPLEs: Change in Designated Financial Institution

    By Felicia, March 4, 2004
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • March 5, 2004

22. SIMPLE IRA contribution limits for 2001.

    By Guest rwallace, February 9, 2001
    • 1 reply
    • 2.4k views
    • 
    • Appleby
    • February 10, 2001

23. Excess Employer Contributions to SIMPLE IRA

    By MarZDoates, December 31, 2002
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • January 2, 2003

24. SIMPLE Plan termination rules

    By Guest Ephesian431, July 26, 2000
    • 2 replies
    • 2.4k views
    • 
    • Gary Lesser
    • August 29, 2000

25. SEP Contribution after termination of SEP

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