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acceptable investments for SEP/SARSEP


Guest dsbinc
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My company has a SEP plan and a SARSEP plan.

We have the fund with Putnam funds. Is it allowed for us to sell some Putnam funds to buy into another family of funds or do we have to leave the entirety of the plans with Putnam? Is First American an approved custodian for SEP and SARSEP plans?

Thank you,

DBELL

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