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Posted

I am trying to assemble a list of providers who offer prototype (i.e., non-model) SEPs.

Any and all responses are most appreciated!

Guest Shelton
Posted

Pershing- Division of DLJSC ( Donaldson Lufkin and Jenrette Securities) you may need to go through one of their broker-dealers,

Posted

You could try a FOIA request at the IRS.

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