Guest Andy C Posted November 19, 2001 Report Share Posted November 19, 2001 I have a client with a SARSEP plan established several years ago. They/I want to keep the SARSEP plan and implement a employer-funded SEP-IRA plan alongside it, but client is not happy with current SARSEP custodian, and investment choices. Knowing that "new" SARSEP plans are "verboten," is client stuck with current custodian or can the plan and SARSEP-IRA balances be transferred to a new custodian with better/cheaper investment options for future contributions? Schwab or Vanguard is what I have in mind. Thanks for any insights! Link to comment Share on other sites More sharing options...
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!Register a new account
Already have an account? Sign in here.Sign In Now