Jump to content

change in sep plan sponsor


Recommended Posts

Guest mjb

1. what does the document say about adoption by sucessor employer?

2. why does it matter since sep is not a permanent plan which must be terminated and a new sep can be adopted for a succeeding year?

Link to comment
Share on other sites

We do not have a plan document yet.

We will probably try to talk to client into a new SEP. I was asked to find out about a change in plan sponsor in case the client wanted to go that way.

Thanks

Link to comment
Share on other sites

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

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...