Jim Norman Posted March 7, 2007 Posted March 7, 2007 Are there any firms with SEP prototypes that can be used by an employer in addition to their defined benefit plan? thanks, Jim I'm addicted to placebos. I could quit, but it wouldn't matter.
masteff Posted March 14, 2007 Posted March 14, 2007 You might try Sungard/Relius: http://www.relius.net/Products/ptp_whatitis.asp Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
Appleby Posted March 22, 2007 Posted March 22, 2007 Also Pershing LLC www.pershing.com, available through one of their introducing broker dealers Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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