Where to find a non-model SEP that allows company to also sponsor a mo

[Guest Nancy Hovanes]

I have a client who sponsors a SEP and now wants to add a new 10% Money Purchase Plan. The SEP came first, the company uses a 5305-SEP, which cannot be used once the MPPPlan goes in. I cannot locate a prototype SEP from any vendors or other providers. Can anyone help me find a non-model SEP document?

[Lynn Campbell]

Dean Witter had such a non Model SEP a few years ago. They may be able to help you.

Now they are Morgan Stanley...

[Guest jppcpa]

Kemper also has prototyp SEP that allows a second qualified plan

[imchipbrown]

Edward Jones & Co. has one, too.

[Dave Baker]

Ditto Merrill Lynch

[Felicia]

Ditto Putnam

[Guest Nancy Hovanes]

Thanks for the input. It is helpful.

[Guest Robie]

Phoenix Investment Partners has one.

[Guest Ramadoss]

AG Edwards also seems to have one.

Here is another twist I ran into. The employer who is selfemployed has already

adopted a model SEP and made some contri-

bution for 1999. can a new prototype SEP

be adopted and what is the best logistics

in moving the funds from model SEP to

Prototype SEP.

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M K Ramadoss