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Moving SARSEP funds to another investment type


Guest Janice Pratt
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Guest Janice Pratt

I'm part of a SARSEP plan my employer set up with Equitable - but I'd like to move some of the funds to another type of investment other than mutual funds and definitely out of Equitable's fund groups. Can I do this? How do I do it?

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  • 3 months later...

Keep in ind that elective contributions from this traditionl IRA (SEP) may not be rolled over to another traditional IRA until after a determination has been made that the 125% test has not been exceeded, or if earlier, March 15, following the end of the plan year.

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