Brob69 Posted yesterday at 06:15 PM Posted yesterday at 06:15 PM I'm trying to find a SEP IRA document for a Client that allows for a SEP IRA to stand behind their Cash Balance Plan. Is anyone aware of a company that provides that? We know we CAN NOT use IRS Form 5305-SEP.
CuseFan Posted 5 hours ago Posted 5 hours ago Schwab, probably the other big asset houses as well. Google pulled up some specialty firms as well that mention they specialize in outside the box investments. Good luck. Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
Liz Hallam Posted 3 hours ago Posted 3 hours ago Contact ASCENSUS - note the SEP-IRA document will be quite "old" as IRS has not opened up the SEP-IRA program for updating
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