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Sep's SAr-SEP's and EGRTAA


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Guest Patrick M
Posted

We have a small number of SEP-IRA's and a handful of Sar-SEPs

I am looking for answer to the question of , "Do we have to restate these plans for EGTRAA, and if so by when"?

The Sar-Seps were not gov't documents the Seps for the most part were, in addition to being one person plans. Any ideas or direction would be helpful.

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