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403(b) and SEPs

Guest Inhouse ERISA

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Guest Inhouse ERISA

For employers wishing to maintain a SEP IRA plan, the Serive has provided a Form 5305-SEP as a kind of "prototype" plan document. In order to be eligible to use the Form 5305-SEP, however, an employer must not currently maintain another "qualified retirement plan." Does anyone have thoughts as to whether, for these purposes, the Service would consider a 403(b) plan to be a "qualified retirement plan"? I have posted this question on another forum (targeted to SEP questions), but received to replies, so I thought I would try posting here, too.


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