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Full Version: SEP Eligility
BenefitsLink Message Boards > Retirement Plans > SEP, SARSEP and SIMPLE Plans
Fisher
If a self employed (unincorporated) business later forms a partnership (PLLC), does all service start over if want to establish a SEP for the PLLC or can prior service be recognized.
Appleby
Not necessarily.
You may want to use a prototype SEP , which gives the employer the option of choosing to allow service with a predecessor employer to be counted for purposes of eligibility.
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