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Where to find a non-model SEP that allows company to also sponsor a mo


Guest Nancy Hovanes
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Guest Nancy Hovanes

I have a client who sponsors a SEP and now wants to add a new 10% Money Purchase Plan. The SEP came first, the company uses a 5305-SEP, which cannot be used once the MPPPlan goes in. I cannot locate a prototype SEP from any vendors or other providers. Can anyone help me find a non-model SEP document?

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Guest Ramadoss

AG Edwards also seems to have one.

Here is another twist I ran into. The employer who is selfemployed has already

adopted a model SEP and made some contri-

bution for 1999. can a new prototype SEP

be adopted and what is the best logistics

in moving the funds from model SEP to

Prototype SEP.

------------------

M K Ramadoss

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