I have a client who sponsors a SEP and now wants to add a new 10% Money Purchase Plan. The SEP came first, the company uses a 5305-SEP, which cannot be used once the MPPPlan goes in. I cannot locate a prototype SEP from any vendors or other providers. Can anyone help me find a non-model SEP document?

Dean Witter had such a non Model SEP a few years ago. They may be able to help you.
Now they are Morgan Stanley...

Kemper also has prototyp SEP that allows a second qualified plan

Edward Jones & Co. has one, too.

Ditto Merrill Lynch

Ditto Putnam

Thanks for the input. It is helpful.

Phoenix Investment Partners has one.

AG Edwards also seems to have one.

Here is another twist I ran into. The employer who is selfemployed has already
adopted a model SEP and made some contri-
bution for 1999. can a new prototype SEP
be adopted and what is the best logistics
in moving the funds from model SEP to
Prototype SEP.

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M K Ramadoss