Beemer Posted May 1, 2006 Share Posted May 1, 2006 Can a SEP change plan sponsors? Thanks for any help. Link to comment Share on other sites More sharing options...
Guest mjb Posted May 1, 2006 Share Posted May 1, 2006 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 More sharing options...
Beemer Posted May 1, 2006 Author Share Posted May 1, 2006 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 More sharing options...
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