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SEP PLAN DOCUMENT


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Employer currently has a Model 5305-SEP and wants to add a CB plan - they cannot use a 5305-SEP with a CB plan, so they will need to establish a new SEP. 

Once they are able to find a provider to prepare the new SEP, will the new SEP be an amendment to the original 5305-SEP or a brand new employer plan? 

If it is a new employer plan, will the current participants in the Model 5305-SEP be allowed to roll their money into the new employer SEP plan?

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