austin3515 Posted June 11, 2018 Posted June 11, 2018 What do when a participant for whom a SEP contribution is due termed a long time ago and is not responding. Austin Powers, CPA, QPA, ERPA
Larry Starr Posted June 11, 2018 Posted June 11, 2018 Is his SEP IRA already in existence or is this the first (and I guess, last) SEP contribution? Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC President Qualified Plan Consultants, Inc. 46 Daggett Drive West Springfield, MA 01089 413-736-2066 larrystarr@qpc-inc.com
austin3515 Posted June 11, 2018 Author Posted June 11, 2018 First and last one! Austin Powers, CPA, QPA, ERPA
Larry Starr Posted June 11, 2018 Posted June 11, 2018 Contact Millenium Trust; I believe they will set up the SEP IRA for the participant and allow the employer to make the contribution without the employee being involved. They handle all our mandatory rollovers when we don't get responses from participants. http://www.mtrustcompany.com/professionals/offerings/retirement-services Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC President Qualified Plan Consultants, Inc. 46 Daggett Drive West Springfield, MA 01089 413-736-2066 larrystarr@qpc-inc.com
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