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SAR-SEP's Prototype to Model?


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Guest Patrick M
Posted

Can one easily take their clients from prototype SAR-SEP documents to Model gov't documents? We terminated our relationship with a previous document provider and no longer have them available. I noticed two issues one was a compensation definition and the other was a discretionery integrated contribution is allowed in this prototype. Can these issues be resolved easily and are there other issues ?

Posted

The model SEP document does not permit integration. Suggest you adopt another sponsor's integrated prototype SEP.

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