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BenefitsLink Message Boards > Retirement Plans > SEP, SARSEP and SIMPLE Plans
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  1. SIMPLE IRA Catch-up and Matching Contributions (1 reply)
  2. Transfer of SEP $ into SIMPLE IRA? (4 replies)
  3. Rollovers INTO a Simple IRA (1 reply)
  4. Sar-Sep funds (1 reply)
  5. Correction methods for failing to make SEP contributions for employees (10 replies)
  6. Taking prior year contibs out of SEP (1 reply)
  7. Simple IRA Eligibility/Discrimination (1 reply)
  8. Simple IRA (0 replies)
  9. SEP IRAs and defined benefit plans (8 replies)
  10. Simple 401(k) (2 replies)
  11. Are there any institutions that will accept part of a company's simple (3 replies)
  12. Simple IRA and Traditional IRA Contribution (1 reply)
  13. Retirement Plan Options for Small Businesses (2 replies)
  14. Prior Year Sep Contributions (1 reply)
  15. Reporting-Desingated Fianancial Institution (0 replies)
  16. 402(h) NOT CHANGED BY EGTRRA (0 replies)
  17. SAR SEP to Roth IRA (1 reply)
  18. Simple and SEP? (1 reply)
  19. 2 SEP plans for same company (2 replies)
  20. SEP Limits for 2002 (6 replies)
  21. SIMPLE portability (1 reply)
  22. adopting a SIMPLE-IRA (3 replies)
  23. SEP vs Profit Sharing (2 replies)
  24. SIMPLE Employer contribution limit (13 replies)
  25. Is a Simple IRA plan considered a successor plan (9 replies)
  26. Moving SARSEP funds to another investment type (2 replies)
  27. IRC 402(h) Exclusion Limit under EGTRRA (0 replies)
  28. SIMPLE IRA Contributions (4 replies)
  29. SAR SEP Distribution (3 replies)
  30. SEP Rollovers under EGTRRA (1 reply)
  31. SEP IRA's (3 replies)
  32. EGTRRA: SEP Limit 25%? (1 reply)
  33. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses? (0 replies)
  34. Waiver (2 replies)
  35. Terminating 401(k) - Establishing SIMPLE IRA (1 reply)
  36. SEP > SIMPLE - Can new contributions be comingled? (9 replies)
  37. Leaving LLP and ongoing receivables - plan allowed? (1 reply)
  38. Correcting a mistaken contribution to a SEP. (0 replies)
  39. Adoption of SIMPLE IRA for a sole prop. - Do you think the Oct. 1 dead (0 replies)
  40. SARSEP Max Participant Salary Deferral (2 replies)
  41. SARSEP and Traditional IRA (2 replies)
  42. SARSEP adobted before 12/31/1996 but not funded (2 replies)
  43. Information on the 5306-SEP form (1 reply)
  44. Beneficiary options under SIMPLE IRA (1 reply)
  45. Are IRAs ERISA plans? (1 reply)
  46. Sole proprietor incorporating mid-year and assumption of a SIMPLE plan (1 reply)
  47. SARSEP Contribution and Deduction Limits (0 replies)
  48. Contribution to SEP with loss on Schedule C Income? (2 replies)
  49. Old SEP Excess Contributions (0 replies)
  50. U.S. Subsidiary of Foreign Company cannot establish a SIMPLE Plan. (2 replies)
  51. Converting a C-corp to a S-corp when stock held by an IRA. (5 replies)
  52. SEP - Mandatory Employee Contributions? (1 reply)
  53. Successor SEP (1 reply)
  54. Terminating Simple IRA and adopting a 401(k) plan (1 reply)
  55. Just clarifying.... (3 replies)
  56. Can I contribute to both a Simple and Roth IRA plan? (3 replies)
  57. Transfer of SEP accounts (2 replies)
  58. Integrated SEPs (5 replies)
  59. What is necessary to terminate a SEP? (9 replies)
  60. Does the annual top-heavy test for SARSEP include contributions for th (1 reply)
  61. Reporting and reversal of excess SEP contribution. (0 replies)
  62. What is the proper distribution code to use on Form 1099R for an early (4 replies)
  63. simple max when ee works for two unrelated ers (1 reply)
  64. SIMPLE IRA contribution limits for 2001. (1 reply)
  65. SARSEP in Non Profit Organizations (1 reply)
  66. Employer started a Simple IRA in 1999, and has never matched! (5 replies)
  67. Excess Contributions to SARSEP due to Compensation Error (3 replies)
  68. SEPs and Controlled Groups (3 replies)
  69. Does SIMPLE match apply to group-term life ins included in wages on W- (1 reply)
  70. SEP/IRA Distributions (2 replies)
  71. Establishing a non-payroll, employee choice benefit program (1 reply)
  72. Can a sole proprietor (no employees) make his employee elective contri (1 reply)
  73. What does the employer do when he can not locate participants to open (1 reply)
  74. What is maximum contribution to an integrated SEP? (1 reply)
  75. SARSEP Testing? (1 reply)
  76. Money Purchase Plan and SIMPLE IRA (2 replies)
  77. Client maintains both SIMPLE IRA and ESOP (1 reply)
  78. Simple Employer limit for 2001 (3 replies)
  79. SARSEPS and Prior Year ADP Testing. (1 reply)
  80. Mistaken Salary Deferrals to a SEP (4 replies)
  81. 415 limit for 2001 (integrated plan) (1 reply)
  82. Can a participant voluntarily opt out of SIMPLE plan? (2 replies)
  83. CAN THEY MAKE A SEP CONTRIBUTION?? (1 reply)
  84. Can an owner immediately start a SIMPLE plan after terminating a profi (7 replies)
  85. 2001 COLA ADJUSTMENTS FOR SIMPLE PLANS (0 replies)
  86. Simple, SEP plans and second biz revenue? (5 replies)
  87. More SARSEP questions, especially maintaining a SARSEP and another pla (1 reply)
  88. Is there a COLA Limit Increase for SIMPLEs in 2001? (1 reply)
  89. Effect of Disallowed Deferrals on Employer Withholding Obligations (1 reply)
  90. At What Point is SARSEP 50% Participation Level Measured? (1 reply)
  91. No section 415(c) limitation for a SIMPLE Plan? Can a sole proprietor (5 replies)
  92. SARSEP SNAFU (1 reply)
  93. Grandfathered SARSEP Through Acquisition (4 replies)
  94. Unaware of holding period, rolled, custodian did not withhold 25% pena (1 reply)
  95. Excess matching contribution in SIMPLE IRA (1 reply)
  96. Can a S Corporation Establish a SEP? (2 replies)
  97. SIMPLE match from PREVIOUS employer? (5 replies)
  98. In what tax year must attorney begin contributions for employee? (4 replies)
  99. SEP Contributions after 70-1/2 (1 reply)
  100. Direct rollover or direct transfer? (3 replies)
  101. SIMPLE 401(k) Plan Contributions for Self-Employed (4 replies)
  102. What period does the 3% employer matching contribution cover? (7 replies)
  103. How to compute calculation for both SEP and MPPP (3 replies)
  104. SIMPLE Compensation and 125 plans (1 reply)
  105. SIMPLE IRA Plans and the merger exception - can the employees of the S (1 reply)
  106. Creditor Protection: SEP-IRA vs. Profit Sharing Plan??? (2 replies)
  107. Voluntary Pre-tax employee contribution plan (1 reply)
  108. Partnership Info Needed (1 reply)
  109. Deducting FICA before making SIMPLE IRA contribution for self-employed (3 replies)
  110. SIMPLE IRA's, controlled group and other plans. (5 replies)
  111. Deadline for SIMPLE IRA ER contribution (2 replies)
  112. Moving SIMPLE IRA funds to another plan (Traditional IRA, Roth IRA, 40 (4 replies)
  113. LLC owners and SIMPLE IRAS (6 replies)
  114. Timing of replacing a SIMPLE IRA with a qualified plan (2 replies)
  115. 501(c)(3)SIMPLE Plan (1 reply)
  116. 415 Limit for Employee who is participant in 401(k) Plan and wants to (2 replies)
  117. How does the 15% deduction limit affect a SARSEP? (4 replies)
  118. CPA with a SEP and SIMPLE Plan (5 replies)
  119. Midyear coversion from SIMPLE Plan to Defined Benefit (4 replies)
  120. Terminated Simple Plan (2 replies)
  121. How does a plan sponsor transfer a SARSEP to to a new mutual fund comp (1 reply)
  122. simple IRA contribution timing requirements (2 replies)
  123. Not-for-Profit SIMPLE IRA Plan (2 replies)
  124. SIMPLE Plan termination rules (2 replies)
  125. SIMPLE IRA Contribution Timing (2 replies)
  126. Excess employee and employer contributions to Simple plan (1 reply)
  127. Self Correction Available? (1 reply)
  128. Is WALK-CAP available for SEP-IRA? (1 reply)
  129. Qualified plan established during year when SIMPLE IRA contributions a (2 replies)
  130. AGGREGATION--SIMPLE & TRADITIONAL 401(K)s (3 replies)
  131. Any limit on the number of SEP-IRA's a person may have? (1 reply)
  132. Controlled Group Issue (1 reply)
  133. SEP-IRA contribution for 1099 compensation? (1 reply)
  134. Integrated SEP - Compensation (1 reply)
  135. Establishing SIMPLE plan with existing DB or DC plan - limits in 2000? (1 reply)
  136. Point of this board? (3 replies)
  137. SIMPLE $6,000 Limit (1 reply)
  138. TARSEP - does it exist? (1 reply)
  139. acceptable investments for SEP/SARSEP (0 replies)
  140. SIMPLE IRAS--REMOVAL OF EXCESS EMPLOYER CONTRIBUTIONS (1 reply)
  141. Matching contribution for sole prop. SIMPLE plan (3 replies)
  142. SARSEP--noncompliance (0 replies)
  143. Excluding Eligible Employees From SEP (0 replies)
  144. SIMPLE-IRA Termintaion (0 replies)
  145. SARSEP Frozen/401(k)Plan Set-up (0 replies)
  146. SEPP and a Profit Sharing Plan (0 replies)
  147. Net profits required in order to make a SEP contribution? (1 reply)
  148. Top-Heavy SEPs (4 replies)
  149. LRMS and terminating a SIMPLE during the year. (0 replies)
  150. SIMPLE-IRA Divorce (0 replies)
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