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SEP Eligility


Fisher
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Not necessarily.

You may want to use a prototype SEP , which gives the employer the option of choosing to allow service with a predecessor employer to be counted for purposes of eligibility.

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

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