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BenefitsLink Message Boards > Retirement Plans > SEP, SARSEP and SIMPLE Plans
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  1. part of HCE SEP contribution not made (2 replies)
  2. SEP contributions -- New business (1 reply)
  3. Excluding owner from SEP (1 reply)
  4. SEP contributions (4 replies)
  5. 401(k) to replace SImple IRA (1 reply)
  6. Simple Contribution Requirements (8 replies)
  7. Employee giving wrong account number for SEP IRA (7 replies)
  8. Waiting period to start simple-IRA? (1 reply)
  9. failure to remit SIMPLE IRA deferrals (3 replies)
  10. SIMPLE IRAs - any protection (3 replies)
  11. Making SEP contributions for terminated employees (16 replies)
  12. Taxes and Sarsep early withdraw questions? (4 replies)
  13. How can SARSEP limits be changed in Congress to allow contributions to be calculated like 401(k) plans (for both EE & ER contributions)? (1 reply)
  14. NO Contributions to SIMPLE but not officially terminated (1 reply)
  15. Terminating SEP plan, correcting prior years deposits (2 replies)
  16. Distribution from SEP IRA (1 reply)
  17. Model SEP and Qualified 401(k) in Same Year (0 replies)
  18. SIMPLE IRA AND PARTNERSHIPS (1 reply)
  19. Accidental SIMPLE (1 reply)
  20. SIMPLE IRA Controlled group (6 replies)
  21. SARSEP - HCE catchup contribution - ADP test limits percentage (3 replies)
  22. Employee closes simple acct prior to matching contribution being made (2 replies)
  23. SIMPLE "receivable" (1 reply)
  24. UBTI and Canadian Royalty Trusts in qualified retirement plans (6 replies)
  25. SIMPLE IRA as a 1 Year "substitute" (2 replies)
  26. Exclusive Rule - Simple IRA & PS Plan (2 replies)
  27. Contribution deadline for non-profits (1 reply)
  28. Simple IRA rollover (3 replies)
  29. Life Insurance with SEP money (3 replies)
  30. Non-Contributory SEP (10 replies)
  31. May partners elect out of coverage of partnership's SEP? (1 reply)
  32. Termination of SIMPLE 401(k) (1 reply)
  33. Excess SEP Contribution (SARSEP 125% rule) (6 replies)
  34. SEP eligibility and longevity (3 replies)
  35. SARSEP and New DB plan (2 replies)
  36. Excess Employer Simple contributions for 2003 & 2004 (1 reply)
  37. SEP plan - calendar vs fiscal year (2 replies)
  38. 2003 SEP Contribution not satisfied! (6 replies)
  39. SARSEP - Active Participation for IRA Purposes (1 reply)
  40. What recourse do employees have when their SEP contributions taken from pay is not deposited by employer? (4 replies)
  41. SEP entry date (turned 21 during current plan year). (1 reply)
  42. DB plan terminated (1 reply)
  43. SEP rollover to 401(k) - 2 year requirement? (1 reply)
  44. Termination of 401(k) to establish SIMPLE IRA (4 replies)
  45. Exception to 10% early withdrawal penalty (1 reply)
  46. Definition of "Compensation" for calculations in a SAR SEP Plan (2 replies)
  47. SEP final year (1 reply)
  48. SIMPLE distributions (6 replies)
  49. How to handle a SIMPLE with more than 100 employees? (1 reply)
  50. Terminating a simple IRA (1 reply)
  51. Simple 401k and Plan Design Limits (0 replies)
  52. postponement of RMD from SIMPLE plan (4 replies)
  53. After Tax $ in a SIMPLE IRA (2 replies)
  54. Wants to convert from SEP to DB Plan in 2004 (1 reply)
  55. Terminating a Simple IRA plan and opening a 401k plan (4 replies)
  56. Real-Estate investment (3 replies)
  57. Compensation Limit (1 reply)
  58. annual fees (6 replies)
  59. SEP IRA contribution for earnings from two calendar years (4 replies)
  60. Termination of SARSEP (1 reply)
  61. Employer maintain SARSEP and a 401(k)? (4 replies)
  62. late SEP contribution (1 reply)
  63. ADP test for SARSEP (2 replies)
  64. Simple - IRA Plan Eligibility (1 reply)
  65. owner of company with 401(k0 buying company with SIMPLE (2 replies)
  66. Rollover from 401(k) to SIMPLE? (5 replies)
  67. Adopting SEP, but had terminated DB plan (1 reply)
  68. SIMPLE IRA - setup mistake (4 replies)
  69. FY SARSEP (7/31/05 plan yr end), can SIMPLE 401k be estab if SARSEP terminated 12/31/04? (2 replies)
  70. Company with SARSEP purchasing Company with 401(k) (3 replies)
  71. SEP Sponsored by Local Union (1 reply)
  72. Inte-Greater Software (Online Version Available) (0 replies)
  73. Can this individual adopt a SIMPLE plan? (3 replies)
  74. Is there anything to prevent a MP plan from converting to a SIMPLE-401(k)? (1 reply)
  75. Controlled Group question (2 replies)
  76. excess sep contrib after amending 1040 (1 reply)
  77. Does ERISA apply to SEP-IRAs ? (2 replies)
  78. Partial Discontinuance of a Prototype SIMPLE IRA (1 reply)
  79. Eligibility issues when going from SEP to a 401k (1 reply)
  80. SEP-IRA Controlled Group (1 reply)
  81. 25% penalty in 1st 2 years (2 replies)
  82. Exclusion Allowance (0 replies)
  83. 25% Prototype SEP Allocation Limit (0 replies)
  84. Are catch-ups an "elective deferral described in section 402(g)(3)"? (0 replies)
  85. Can we establish a SEP for 2003 now? (2 replies)
  86. SIMPLE Plan and TSP Contributions (1 reply)
  87. SEP contribution after S Corp has filed tax return (3 replies)
  88. Termination of PS plan in 2003 (not yet funded); OK to start SIMPLE plan 10/1/03? (7 replies)
  89. Canadian Company Set Up SEP (0 replies)
  90. Reporting SEP contributions to IRS (7 replies)
  91. Stopping Employer Contributions to a SEP (2 replies)
  92. Dumb Q re SEP qualification (5 replies)
  93. SEP funding and "reason" for extension (3 replies)
  94. Nondeductible SEP contribution refundable? (8 replies)
  95. SIMPLE is replaced by a Qualified Plan (4 replies)
  96. Profit Sharing Plan and SEP (2 replies)
  97. Rental Income (4 replies)
  98. Correction of SIMPLE IRA ee deferral (4 replies)
  99. SARSEP over 25 employees accepted deferrals (2 replies)
  100. SIMPLE IRA Checklist (0 replies)
  101. Simple IRA deferrals (3 replies)
  102. EE terminates & closes account; er sends in ee deferrals after the fact (3 replies)
  103. Prior year failure to contribute to SEP-IRA (2 replies)
  104. Simple ER Contributions (2 replies)
  105. Direct rollover from pension plan into SIMPLE IRA (1 reply)
  106. SIMPLEs: Change in Designated Financial Institution (1 reply)
  107. Late Contributions & No Match to a SIMPLE IRA (3 replies)
  108. Match in first year of SIMPLE IRA? (1 reply)
  109. LLC with possible SEP qualification issues (1 reply)
  110. Has a SEP but now wants a SH 401k (3 replies)
  111. Missing 30 day window for contributions (5 replies)
  112. Timing of partner's elective deferral in SIMPLE IRA (2 replies)
  113. Rollover into Simple IRAs (1 reply)
  114. SEP and the 7.5% Gateway (1 reply)
  115. A Dumb simple IRA ? (1 reply)
  116. S-Corp SEP accounts for two shareholders (1 reply)
  117. Is this a prohibited transaction? (1 reply)
  118. SIMPLE IRA CONTRIBUTIONS (1 reply)
  119. Simple IRA - How should plan sponsor correcti past years contributions errors and reconcile with participants? (1 reply)
  120. Single K - for S Corp - Dividend income VS salary (4 replies)
  121. SEP Dual Eligibility? (2 replies)
  122. exclusions from SIMPLE-IRA eligibility (3 replies)
  123. Can s-corp partners in an LLC have their own SEP's (5 replies)
  124. rollover from sar-sep to 401K (1 reply)
  125. Errant SEP contribution (1 reply)
  126. simple 401k eligibility (1 reply)
  127. SEP coverage for disabled employee? (1 reply)
  128. 25% Penalty (1 reply)
  129. Termination of SARSEP plan to install 401(k) plan (2 replies)
  130. Simple document requirements (2 replies)
  131. When is contribution deemed made - date on check or date sent to fina inst? (3 replies)
  132. Basis in Traditional/SIMPLE IRAs? (9 replies)
  133. Simple (1 reply)
  134. Pre-funding a SEP IRA (6 replies)
  135. change in corporate structure and SEPs (1 reply)
  136. SIMPLE IRA & 401k start-up (3 replies)
  137. Termination of SIMPLE IRA (1 reply)
  138. Establishing a new SEP when the ER had a DB plan that was terminated long ago. (1 reply)
  139. SEP for owner while 401(k) maintained for staff? (3 replies)
  140. Opening of SEP account (6 replies)
  141. SIMPLE IRA Deductiblity Issues (1 reply)
  142. Timing of Deferral deposits for Self employeds (7 replies)
  143. Is compensation based only on the calendar year in the case of a fiscal year SEP Plan? (4 replies)
  144. Individual SEP IRA's for for LLC Partners (3 replies)
  145. Return of employer contribution (1 reply)
  146. participant in a simple AND 403b plan (3 replies)
  147. Corp switches from SEP to PS plan mid-year; have to count contributions under both for "annual additions" testing? (1 reply)
  148. Deadline for SIMPLE deferrals for self employed or partners (1 reply)
  149. Aggregation of SARSEP w/ Qualified Plan (2 replies)
  150. SIMPLE IRA Entry dates (1 reply)
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