Guest Jim Jesikiewicz Posted March 8, 2002 Posted March 8, 2002 May I preface the conversation that we never terminated a plan. I have a plan sponsor that would like to terminate his 401(k) plan because he wants to get at his money (100%) which is a substantial peice of cash. Regardless of the tax consequences he would like to move everything to a SEP and keep money flowing to the employees. What flags should I raise before moving forward? Thank you for any assistance you may provide.
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