I am an employee of a small company (3 of us.) Our SEP program was set up with mutual fund/brokerage company X. I saw the document- it is truly brief and to the point. I enjoy being able to direct the investment of my funds but I am wondering if I am stuck with X. Can I transfer via rollover to Y? Could I direct that future employer contributions go to Y? Most of the brokerage information available on SEPs is for self employed individuals who will obviously choose the sponsor they prefer so that this is a nonissue.
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