Supplemental Retirement Account

[Dennis Povloski]

I made my first post in the 403b forum, and didn't get a response, so I thought I'd come back home to the 401k forum...

I've come across a small dentist office where the dentist and his wife make salary deferrals into something called a "Supplemental Retirement Account" with Merrill Lynch. I've never heard of this, so I Google'ed it. Everything that popped up referred to either a 403(b) or a 457 plan for a college or university. Neither of which would be appropriate for this particular client.

Does anyone know anything about these SRAs?

Thanks!

[rcline46]

Why not get the plan document - offer a free review for the doctor.

[Dennis Povloski]

The financial advisor is working on that, but he doen't know how long it will take the client to dig through his files to find any documentation...........