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Full Version: SEP Document with existing DB
BenefitsLink Message Boards > Retirement Plans > SEP, SARSEP and SIMPLE Plans
Jim Norman
Are there any firms with SEP prototypes that can be used by an employer in addition to their defined benefit plan?

thanks,

Jim
masteff
You might try Sungard/Relius: http://www.relius.net/Products/ptp_whatitis.asp
Appleby
Also Pershing LLC www.pershing.com, available through one of their introducing broker dealers
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