Patrick M
Sep 19 2002, 10:07 AM
Can one easily take their clients from prototype SAR-SEP documents to Model gov't documents? We terminated our relationship with a previous document provider and no longer have them available. I noticed two issues one was a compensation definition and the other was a discretionery integrated contribution is allowed in this prototype. Can these issues be resolved easily and are there other issues ?
Gary Lesser
Sep 26 2002, 12:08 PM
The model SEP document does not permit integration. Suggest you adopt another sponsor's integrated prototype SEP.