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Kimberly2024

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  1. Thank you, Gina. That was my thought as well.
  2. New to the MEP world. Can you have a SEP plan join a MEP plan as an adopting employer? I have a financial advisor wanting to have a current SEP plan come over to a MEP plan and I just don't think that is possible in my thought process. Any language/proof that you can provide that I can provide to the financial advisor would be great. Thank you.
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