AnnM
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Cross Testing a SEP and 401k Plan together?
AnnM replied to AnnM's topic in SEP, SARSEP and SIMPLE Plans
Thank you, John! -
Can SEP contributions be permissively aggregated for purposes of cross testing? I.e., Average Benefit Percentage Test, Average Benefit Test, and Gateway Minimum? The plan sponsor has both a SEP and a profit sharing plan in 2020 and the SEP is on an approved individually designed document. Thank you in advance.